Loading Documents to Bundledocs



Date format

You should use a Display Date Format in Bundledocs of dd MMM yyyy  hh.mm.ss for timed documents such as emails and dd MMM yyyy for documents which have a date but not a time such as letters. You can alter the Display Date Format for each individual document after it has been loaded but that can be time-consuming if you have to do it a lot and you can save time by setting the default Display Date Format for the bundle to dd MMM yyyy  hh.mm.ss before you load a series of emails and changing it back to a default of dd MMM yyyy before loading other documents.


Disclosing Party column

If there are legal proceedings or what might be called legal correspondence (e.g. "letter before action") then, as part of that, the other side may send you copies of some documents they have. It is important not to confuse documents which you had already before the matter "went legal" (including correspondence received from the other party in the past) and what documents the other party has produced recently as part of legal correspondence and you should select a Custom Column Name of Party Disclosing and select the Show Custom Column on Index Pages and Show Custom Column Text on Screen options and when loading each document use this column to indicate whether it is your document or one sent to you recently by the other side as part of legal correspondence. If legal proceedings have already started you can type in a C or D for each document (depending whether you are Claimant or Defendant) or A for Applicant, R for Respondent etc. If legal proceedings have not yet started then use any convenient identifier such as your initials and the initials of your potential opponent. 

Emails, computer files, and paper documents

The documents you load to Bundledocs will probably include:
  • Files on your computer
  • Emails - which may be purely in an email system "in the cloud" or may also exists on your computer but, if on your computer, they will be inside an email system, such as Outlook, and not "ordinary" files
  • Paper documents such as letters received which you have not as yet scanned in as PDFs on your computer, 


Loading emails to Bundledocs

First check that the Use Email Attachments Where Possible option is set in Bundledocs.

If you are using Outlook on a computer then you can tap the Add Documents button, and then click and drag emails from Outlook into the Bundledocs panel.

If you are using an Android device you should be able to save selected emails as EML files on the device and then load them to Bundledocs. Open an email and see if there is a "save email as file" option. If there is you can use it to save the email to a predefined folder on your device - usually a folder named Saved Email. Then sign in to Bundledocs, and load the EML files by tapping the Add Documents button and navigating to where the EML files have been saved on your device. 

If you are using a well-known commercial email system such as Gmail or Yahoo the chances are it is supported by CloudHQ. You can use CloudHQ to copy selected emails to a cloud storage system such as Box and then tap the Add Documents button in Bundledocs, and tap on Box etc. at the bottom of the panel to load them to Bundledocs.

When loading emails make sure that the Date format is set to dd MMM yyyy hh.mm.ss

 

Loading files on your computer to Bundledocs

Tap the Add Documents button and navigate to the document to be uploaded. It is important that the file to be loaded has the original date-modified date/time so if you are loading from a copy of the original file rather than from the original file make sure that the copy was made by a method which preserves date-modified metadata. Not only is it important that copies are exact copies but having the correct date-modified date/time on the file which you load to Bundledocs should ensure that the date initially set in Bundledocs is accurate thus saving you the work of retyping it.


Loading paper documents 

Each paper document should be scanned in as a PDF. When you scan in a document and save it as a PDF you can either leave the scanner to generate a name for the PDF or you can type in the name you want the saved PDF to have. If you scan a document, and then load it to Bundledocs (by tapping the Add Documents button) and type in the Document Date and Document Title in Bundledocs, before scanning another document and loading that to Bundledocs and typing in the Document Date and Document Title for that document, etc., you can leave the scanner to generate a name for each PDF.

If, on the other hand, you are working in batches, scanning in a number of documents before, as a separate exercise, loading them all to Bundledocs, it may save you time if you type a PDF name in this format when scanning in each document 

2018-09-25 Letter Smith to Jones

while you have the document in front of you (rather than leave the PDF name to be generated). Then, when later you are loading all the PDFs to Bundledocs, you can simply cut/paste the date from the Document Title to the Document Date as shown below.

        before cut/paste

Document Date Document Title
 21 May 2020 2018-09-25 Letter Smith to Jones

after cut/paste

Document Date Document Title
 25 Sep 2018 Letter Smith to Jones

The cut/paste works because the input format for the date in the Bundledocs Document Date box is always yyyy-mm-dd whatever the Display Date Format. 


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.

Any explanation about naming conventions or other matters in the context of tribunal or court procedure is only an overview and in order to be reasonably concise I have had to leave some details out - details which are likely to affect what the procedural law would say about your own situation. So please do not rely on the above but contact me for advice.

This page was lasted updated in May 2020. Disclaimer