3E MatterSphere – What Information is on a Client Record?
The Document Bundling feature in MatterSphere can be used to create one pdf file made up of a number of different documents stored against a Matter (the documents that you want to add to the bundle must all be saved on the Documents tab in MatterSphere).
When choosing which documents to add to a bundle you can either select the documents before creating the bundle or create the bundle and then add the documents.
To add the documents after the bundle has been created
On the Documents tab, click the Create PDF Bundle icon.
Click the Add button at the top of the screen and choose the documents that you want to add to the bundle.
Enter a name for the bundle in the Bundle Description field. Remember to tick the ‘Save Bundle to Matter upon Finish’ box if you want the bundle to be saved in MatterSphere.
When all documents have been added and Options selected, click Finish. You will receive an email when the bundle has been generated and if you ticked the option to save the bundle to MatterSphere you will see it on the Documents tab.
To select the documents before the bundle is created
Select the documents on the Documents tab and then click the Create PDF Bundle icon.
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