Task guide
Court bundles
Put a matter's documents in the order a court should read them behind a cover and an index, with numbered pages, and file the result on the matter as one PDF.
What a bundle is
Courts expect the papers put before them paginated and indexed: a trial bundle, a record of appeal. A bundle takes documents already filed on a matter, puts them in an order you choose behind a cover and an index, numbers every page and files the result on the matter as one PDF, in its Bundles folder. The originals are not changed.
Each document you add must be one you may read, filed on the matter, past the virus scan and a PDF, a picture, or an office file whose PDF copy has been drawn. A bundle holds up to 500 documents.
Build one
- Open the matter, then Documents, Bundles, and choose New bundle. In the Documents workspace, New, Court bundle starts the same form.
- Under Cover, give the Title, such as "Trial bundle, volume 1". The Court, Suit number and Parties are filled from the matter's case where it has one; change them as the suit is styled. A new line in Parties starts a new line on the cover. Add Prepared by and the Dated day.
- Under Documents, search the matter's documents and add them. Put them in the order the court should read them: drag a document by its grip, or use its move up and move down buttons. Start a section before any document and give it a heading, such as "Pleadings".
- Under Options, switch on or off the Index (a page listing each document with its pages), Divider pages (a page naming each section before its first document) and Bookmarks (an entry per document in the PDF reader's outline). Choose Page numbers at (bottom centre, bottom right or top right) and Numbered as (Page 3, Page 3 of 40 or 3).
- Choose Build bundle.
The firm's usual choices fill the options for you.
While it builds and after
The bundle is built in the background, so you can leave the page. The register shows each bundle's Standing: Queued, Building, Ready or Failed, with its page count and when it was asked for. You are told when it is ready.
Open a bundle to see Bundle details: the cover, who asked for it, how many documents and pages, and Contents, the documents in their order with the pages each takes. A ready bundle links to the document it filed on the matter, which you open and download like any other. If it failed, What stopped it says why, for example that a document could not be read.
- Build again builds it a second time from the same list, for example after you have fixed the document that stopped it. The new PDF is filed as a new version of the document filed before, so the earlier one stays in its history.
- Remove takes the bundle away after asking. The PDF it filed stays on the matter until you delete that document.
The firm's settings
Under Settings, Documents, Document settings the firm sets the wording and the usual layout of every bundle: the Court bundle cover heading ("Bundle of documents" until the firm changes it), the Court bundle index heading ("Index"), the Court bundle page number position (bottom centre) and the Court bundle page number style ("Page 3 of 40"). Check the wording against the court's own directions before filing.
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Read next
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- The documents workspaceFind your way round Documents, with the places in its rail, recents and starred files, scanning paper with a phone camera, the New menu, and comments on a document in the reader.
- The case, hearings and filingsOpen the case on a matter, list hearings and record what the court did, and keep filings, service and orders that start time running.