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Use the Bundling Workspace to create paper or electronic trial bundles.
How to build a court bundle - The basics
You can use the Bundling Workspace to create a Court bundle. Create sections, upload PDF documents then arrange and order your documents. You can annotate and redact document sections. You can create a custom cover sheet, apply customised labels and numbering, view your bundle as a Virtual Binder and when it is ready, export it as a PDF. Create a Bundle Click 'Create my first bundle'. 2
Highlight, annotate and apply redactions to your documents
You can highlight, annotate and redact sections of your document. You can also expose sections beneath your redactions. Click the Highlight tool on the right and drag and drop a box to highlight a section of your document. Click on the Redaction tool on the right and drag and drop a box to redact a section of your docu
How to add, create and edit your bundle coversheet templates
You can create a custom bundle coversheet, inside cover card, spine insert and index header for your bundle binder. All users have access to the Bundle Coversheet templates, however Licence Superusers can save templates to their Licence. These Licence App templates can be accessed and applied in future bundling workspaces. Normal Users Click your bundle. Next, click 'Edit Bundle Pro
Litigation Workspace - Create a new bundle
You can create a bundle of documents with an index and a cover page. Make sure this feature has been turned on by a Workspace admin. To begin, tick the boxes next to the document(s) you would like to add to your bundle. Next, click 'Add Doc to Bundle' on the grey toolbar at the bottom. Enter your bundle name
Sample templates app
When the sample templates app is enabled, users will have the option to choose one of our sample cover sheets and edit its contents. This app must be turned on by a workspace admin in order for the sample templates to display. Click on your bundle. Click 'Edit Bundle Properties'. On the bundle propert
How to edit bundle properties
On the Bundle Properties screen, you can edit your bundle's name, choose to include an index page, number your bundle's pages, add a cover page and determine other bundle settings. Use this text box to edit your bundle's name. Tick 'Include an Index Page' to display the following menu. Once your files have been uploaded into your bundling workspace, Safelink can automatically generate a
Create a court bundle - Add sections, add documents, view documents
You can upload documents and folders to create a court bundle. Click 'Create my first bundle'. Edit your Bundle Properties and click 'Create'. Don't worry you can come back to this screen at anytime.
Apps available in a Bundling Workspace
You can choose which apps you would like turned on or off in your Bundling Workspace. Workspace apps are custom tools designed to help you accomplish your project goals. Each workspace has its own set of apps which can be enabled or disabled to personalise the behaviour of your workspace. Below are the apps available to you in the Bundling Workspace. You must be a Workspace Admin to access the settings screen. You can access your workspace apps by clicking the 'Manage Workspace' tab.
How to arrange and move documents in a bundle
You can arrange and reorder documents in your section and move documents between sections. Arrange Files in a Section You can arrange and reorder the documents of your sections by clicking 'Arrange Documents'. Click the arrange icon, then drag and drop your document to reorder it. Then click 'Fini
How to export a bundle
When your bundle is ready for the courtroom you can export it as a PDF. Click on your bundle in the folder tree. On the actions menu', you can export your entire bundle as a PDF, export the bundle index page as a PDF or export the bundle index page as a Word document. Safelink w
How to create sub-folders in your bundle
You can create sub-folders within your bundle sections. Click on one of your bundle sections. Click 'Create Folder' from the Actions Menu on the left. Name your folder then click 'Create Folder'. The system