How to Create an eBundle with section page number restarts

The basic method is that you make a PDF copy, with an appropriate descriptive name (suitable for use in an Index), of each document to be included in the bundle - e.g.:


Application Notice
Draft Order
Witness Statement of John Smith
Exhibit JKS1

and then create the eBundle using PDF software. The PDF software you use has to have the ability to generate a Table of Contents from bookmarks. The detailed steps below explain how to create an eBundle using PDF X-Change Editor.

The counsel of perfection is that, once you have finalised the eBundle and sent it out, it should not need to be updated but in reality there may be the possibility that one or two documents may need to be inserted into it after it has been sent out. If this should need to be done then it needs to be done in such a way that the page numbers of existing pages do not change (because recipients may have started to make notes using existing page numbers). One way of ensuring, when inserting new documents, that exiting page numbers do not change is to add any new document right at the end of the bundle but that is not ideal because that is unlikely to be the most appropriate location for the document. An alternative is to number sections separately. This means that section A should be page-numbered A1, A2, A3, etc., section B should be numbered B1, B2, B3, and so on. This allows any new document which needs to be added to section B, for example, to be inserted at the end of section B without changing the page numbers of existing documents (in section B or in any other section). The end of section B may not be the ideal place for the new document but it will, at least, be in the the appropriate section and not have to be at the very end of the bundle. 


Detailed steps


Use the steps below to produce, using PDF X-Change Editor, an eBundle in which sections are page-numbered separately.    

Assemble the individual documents into a single bookmarked PDF

1. Create folders to contain the PDFs which will be in the eBundle. Create a separate folder for each section and put the appropriate PDFs in each section. Create a further folder called Bundle Sections.  

2. Use PDF X-Change Editor to combine the individual PDF documents which are to go into a section into a single PDF for that section with bookmarks for each of the individual documents. To do this tap Convert - from files - Combine Files into a single PDF and select the PDFs to be included in that section making sure that the Add root bookmark with filename option is ticked. Save the new PDF in the Bundle Sections folder with the name of the section - e.g. C - Applicant's Exhibits.

3. When you have done this for all sections you will have a PDF for each section in the Bundle Sections folder. Use the Convert - from files - Combine Files into a single PDF function once more to combine all the PDFs in the Bundle Sections folder, ticking the Add root bookmark with filename option so that a high-level bookmark is created for each section.

Number the pages in each section and create the table of contents

4. Use Bookmarks - Build Table of Contents to insert an index before the first page using the Output page numbers as - Original page numbers option. Print out (or save) this original page number TOC. Then delete the TOC pages from PDF.

5. Then use Organise - Number Pages to add page ranges. Tap Add new range, and enter as the starting page the page number listed for section A in the original page number TOC which you saved. Tap OK then enter a prefix of A and choose "start numbering from... 1".

6. Tap Add new range, and enter as the starting page the page number listed for section B in the original page number TOC which you saved. Tap OK then enter a prefix of B and choose "start numbering from... 1".

7. Carry on like this for every section then tap OK to close the Organise - Number Pages panel. You will have noticed that the page ranges you set do not quite match the pages in each section but don't worry about that. They will match once you have created the new TOC.    

8. To insert the TOC use Bookmarks - Build Table of Contents. Choose Insert TOC before page 1 enter an appropriate Title such as Smith v Jones - Application Bundle and select Output page numbers as - Page Labels Then tap Build to create the TOC pages. 

You should now find that the first page of section A is page A1, the first page of section B is B1 etc.

9. Add page numbers in the bottom right of each page as a footer by tapping Organise - Header and Footer and inserting  %[Page:L] as Right Footer Text  Choose a Font of 16pt. Tap OK.

10. Now check that all page numbering matches. Go to the TOC pages, click on a page number at random - e.g. C22 - and check that the page you are taken to has C22 in the bottom right hand corner and that the page number shown at the bottom of the pane is also C22.

11. Save the PDF with a name of e.g. Smith v Jones - Application Bundle eBundle.pdf      


If you need to insert new documents in the eBundle after it has been sent out

The counsel of perfection is that once you have finalised the eBundle and sent it out, it should not need to be updated. But if one or two documents do need to be inserted after it has been sent out, you can use the following procedure to add documents to a section without changing the page numbers of existing documents. 

1. It is of crucial importance that, at the end of this procedure, the page numbers of existing pages are unchanged so print out (or save) a copy of the table of contents as it now is so that you can compare it with the table of contents once you have completed the procedure. 

2. Use the Organise - Insert - Insert Pages option, tick Add Root Bookmark with filename and insert the new document at the end of the relevant section.   

3. Go to the Bookmarks pane. You will see that despite the pages of the new document being inserted in the correct place at the end of the relevant section the new bookmark appears at the very bottom of the bookmarks pane so you need to drag the bookmark into the correct position.
 
4. Because inserting the new documents will have changed existing page numbers, you now need to set the page numbers back to what they previously were and generate a new table of contents which will include the new documents. To do this first delete the current TOC pages, and delete the page numbering footer using Organise - Header and Footer. Then redo the Number the pages in each section and create the table of contents procedure described above but, when doing that, in the Organise - Number Pages panel instead of tapping Add new range, you can simply use the sliders to adjust the starting position of each range so that each range starts on the required page.

4. Compare the new table of contents with the previous one which you saved. The page numbers shown for all previously existing documents should be as before and the only change should be that the new documents are now listed.  

5. Finally check that all page numbering matches that shown on the new table of contents. Go to the table of contents pages, click on a page number at random - e.g. C22 - and check that the page you are taken to has C22 in the bottom right hand corner and that the page number shown at the bottom of the pane also has C22.
    

Disclaimer

The information on this page about specific computer techniques is provided for information purposes only. Every reasonable effort has been made to ensure that the information is accurate and up to date at the time it was written but no responsibility for its accuracy, or for any consequences of relying on it, is assumed by me. You should satisfy yourself, before using any of the techniques, software or services described, that the techniques are appropriate for your purposes and that the software or service is reliable.


This page was lasted updated in May 2020. Disclaimer