In your account settings, under Preferences - select a Download filename format of Document Date followed by Document Name.
If you want to include all documents in the ZIP file, tap Actions, then tap Create Download, then select the Original File Format option, and tap Create.
If you want to generate a ZIP file which just includes a few selected documents, select the documents, tap Bulk Actions, then tap Create Download, then select the Original File Format option, and tap Create.
Go to the Downloads panel, and click on the appropriate download symbol.
Note: If you have, in the past, used the "merge" facility, see here.
You can use a Zip Index Source (Document Name) option of @Description and specify a Zip Index Source of @Date @Name to ensure that both document name and document date are included in the filenames in the ZIP file you are about to generate, but you can't specify a date format for filenames within the ZIP file which is different from the general format used within the system. Consequently, in order to have a date format of yyyy-mm-dd for the filenames in the ZIP file you have to change the Date Format for the entire "bundle" ticking the Apply date format to existing documents option (and then change the date format back once you have finished generating the ZIP file).
When you generate the ZIP file it will include all documents which have a status of Included - and not any documents which have a status of Excluded (or which are in a section with a status of Excluded). So if you want the ZIP file to include all documents you should make sure they are all set to Included, at least temporarily for the purposes of generating the ZIP file. On the other hand if you want the ZIP file to include just selected documents you need to ensure that all other documents are set to Excluded (or are in a section set to Excluded).
If (as may well be the case) you have all documents (and all sections) set to Included, and you want to generate a ZIP file which just includes a few selected documents from a section, you can do that using the following procedure: (a) select just those documents then toggle Include for the selected items (they will then be set to a status of Excluded), then (b) remove any viewing filters you have set and select all documents in the section and toggle Include (which will set Excluded documents to Included and vice versa), then (c) set all other sections to Excluded.
Tap the Generate and Customise Bundle button towards the top left of the screen in Bundledocs, choose Generate as Source-ZIP and tap Generate. The ZIP file will be generated and be automatically downloaded to your computer.
Once you have checked that the ZIP file contains every document you want it to, in the correct format, you can undo the changes you have made in the system - i.e. Include again documents temporarily set to Excluded, and change the date format back as it was before.
Disclaimer
This information page is designed to be used by clients of John Antell who have entered into a written agreement for the provision of legal services.
The information about specific computer techniques is provided for information purposes only and you should satisfy yourself, before using any techniques, software or services mentioned, that the techniques are appropriate for your purposes and that the software or service is reliable.
Every reasonable effort has been made to ensure that the information in this page 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.
This page was lasted updated in December 2025. Disclaimer