A bundle is a folder of court documents provided to the court before a hearing that should contain all the documents the court may need for that hearing.
Creating a Bundle
Before you create your bundle you should ensure all documents needed are present on the file history and in the correct folder. To create the bundle:
Go into the relevant matter.
Within the chosen matter, select the options icon.
Select Bundle to PDF, which will open the bundle screen.
The top half of the bundle screen will show you the contents of the bundle,
The bottom half will show the file history of the matter.
Creating the Bundle Layout
How you build your bundle will depend on who you are building the bundle for and what matter type it relates to, however the general rules to follow are:
Once in the Bundling screen, click on the + Icon on the Cover page header to select the relevant document to use as the cover page.
To move documents into the bundle, click, drag and drop individual files or folders into the bundle in the top half of the screen.
Alternatively think on the + Icon at the top right to add the documents into the bundle.
Click on the Remove Icon(-) at the top right of the screen to remove any unwanted documents from the bundle.
Select the Headings Icon to add a new folder within the bundle.
Select the Up and Down arrows to change the order of the documents within the bundle.
Select Send to Bundle when ready to Bundle, this will populate the bundle options.
Bundle Options
After confirming the layout and selected send to bundle, the following options will appear:
Name: This is the name for your bundle, maximum 100 characters.
Bundle Type: Default is Standard however Adult & Children Social Care enhancements are available.
Create Index Page: Defaults is on which will create an index page with sections and page numbers.
Generate Index Page Only: Default is off, if ticked, just the index page will be created and added to the file history.
Show Document Date: Default is on to show the document on the final bundle.
Separate and include email attachments (.msg and .eml files only): Default is off. The bundle layout may have email items already separated, ticking this option will perform this task for all email items with attachments.
Select Folder to Save Bundle: A dropdown list of your folders will show.
Preserve Existing Pagination: Initially this is greyed out, the option will become available if an existing pre-sent to Bundle is opened.
Restart Page Numbering at Sections: Default is on and will start each folder as a new section e.g. section A, B etc. Each section will also be numbered from 1 e.g. A1, B1 etc.
Include Letter before Index Numbers: This option is ticked and greyed out and will only be available to untick if - you have opened an existing bundle and selected the Late Additions option.
Page Number Sequence Begins: A dropdown list containing two options.
Page Number Location: Default is Bottom Right of Page; this is a dropdown list with options to change if required.
Stop Merge if Errors Encountered: Default is off, when running the bundle any items that cannot be merged will be skipped. Ticking this option will stop the merge if any errors are encountered.
Bundle Monitor
Next to the Send to Bundle button, there is an option to monitor the progress of the bundle, this will tell you the percentage of completion and the status of the bundle.
Update Existing Bundle
Once the bundle has been created, there are ways to open and edit the bundle as required such as changing a folder name of moving an item. To Update an existing bundle:
Select Bundle to PDF.
Click Open Existing folder at the top left.
Select existing bundle
Make changes such as:
Removing items
Add additional items in
Create a core bundle to redact documents
The updated bundle will appear in the file history as normal.