Introduction to eBundles

For most hearings a civil court or other tribunal will require an eBundle to be produced by one of the parties so that the evidential documents needed for that hearing are available at the hearing in a convenient form with page numbers. Every party and the judge(s) are provided with identical copies of the eBundle. Often a software service such as Bundledocs is used to generate an eBundle but it is also possible to produce an eBundle using standard PDF software as explained below. 

In addition to that eBundle of evidential documents an "Authorities eBundle" may be provided by each side's barrister. If there is time to arrange it there may instead be a single Joint Authorities eBundle containing all the authorites (e.g. legislation and case-law) both sides will be relying on. An Authorities eBundle is often produced using standard PDF software if the legal software service has limitations in how it handles highlighting of authorities. 

An eBundle will have each page numbered consecutively and will include an Index (table of contents) at the front listing every section, and every document within each section, with its page number.

In the eBundle the Index (table of contents) is hyperlinked so that you can click on the entry for any section or any individual document in the index and it will take you to the start of the section or document itself. There will also be PDF bookmarks (each with a zoom factor set to inherit) for each section and for each document which also act as a kind of table of contents. PDF bookmarks generally appear on the left hand side of a PDF viewer panel and can be scrolled up and down independently of the main PDF viewer display. This makes bookmarks easier to use than the index, but the index is still important not least because it provides a common reference point for those using the eBundle itself and those using a hardcopy of it (which, of course, only has the index and not bookmarks printed). 

Contents, layout and appearance of an eBundle

Layout

Index. This is a clickable list showing each of the sections and each document within each section, with page numbers. 

How many sections there are following the index depends on the type of hearing and type of Ebundle. If the eBundle is an Authorities eBundle it will usually contain two sections after the Index:

Cases

Legislation

Pagination

It is important that the page number imprinted on each page matches the electronic page number - i.e. if you type in 27 in the box at the top or bottom of any PDF viewer it should take you to the 27th page which should have 27 imprinted at the bottom of the page.

Title Page 

The cover of a hardcopy conventionally is a page containing the name and number of the case in the top half of the page and, below that in tramlines, the title (e.g. "CLAIMANT'S  AUTHORITIES for hearing on 11 OCTOBER 2022"). 

The function of the cover of a hardcopy volume is, of course (like the cover of a book), to enable the volume to be easily identified if, for example, it is on a table with other volumes. Such considerations do not apply to the eBundle PDF itself - which will be located by its filename - but most tribunals nevertheless prefer the eBundle to have a Title Page as the first page in the PDF,  so that eBundle and hardcopy match exactly. The Title Page is produced as a single-page Word document and combined with the other documents when creating the eBundle PDF. 

Creating the eBundle

Whatever PDF software you are using to create the eBundle the basic idea is that you start with copies of the individual documents with each copy having a filename which is a concise description of the document - a description suitable for use as a bookmark and in an index such as (in the case of an Authorities eBundle) 

Roberts v Swangrove Estates [2007] EWHC 513 (Ch); 2 P&CR 17.pdf

You combine the documents into a single PDF using a function of the software which automatically creates a bookmark for each document from its filename, and then add page numbering and generate a table of contents from the bookmarks. 

How to create an eBundle using PDF X-Change Editor is explained below.  Other PDF software can be used as long as it has the equivalent functionality including, crucially, the ability to generate a table of contents from bookmarks. Note that Adobe Acrobat does not have this functionality (though third-party add-ons exist which can provide this functionality to Adobe Acrobat).   

Assemble the individual documents into a single bookmarked PDF

1. Check that all the documents to be included have filenames which are suitable for use as bookmarks (and in the index) of the eBundle you are about to create. If any document does not have a suitable filename, make a copy of it and rename the copy to a suitable name so that you can use that. 

2. PDF X-Change Editor can read most common file types including PDF, Word, and JPG. If you have any document to be included which is in a format which PDF X-Change Editor cannot read you need to create a PDF copy of it and use that. To create a PDF copy you can use the print dialogue and select a printer of save as PDF.    

3. Create a folder named eBundle Sections.

4. Use PDF X-Change Editor to combine the individual documents which are to go into the first section of the eBundle into a single PDF for that section with bookmarks for each of the individual documents within it. To do this tap Convert - from files - Combine Files into a single PDF and Add the documents to be included in that section. Move the documents up and down in the panel to ensure they are in the desired order. Tap Options and make sure that the Add root bookmark with filename option is ticked. Tap OK to create the single PDF for the section and save the section PDF in the eBundle Sections folder with the letter and name of the section - e.g. A - Cases.pdf  

5. Repeat the above for all further sections so that you have a PDF for each section in the eBundle Sections folder.

6. Use the Convert - from files - Combine Files into a single PDF function once more to combine all the PDFs in the Bundle Sections folder, plus the Title Page document, into a single PDF making sure that all the sections are in order with the Title Page at the top. Use the Add root bookmark with filename option so that a high-level bookmark is created for each section and ensure that the  Bookmarks... Copy All option is selected so that the second level bookmarks (the bookmarks for the individual documents) are included. 

Imprint Page Numbers

7. First work out how many pages will be occupied by the Title Page and Index so that you can plan to number the following pages accordingly. So, for example, if there is a one-page Title Page, and there will be (but is not yet) a one-page table of contents, then you want to start numbering from the first page of the first document (currently the second page in the PDF) with 3, 4, 5, 6, etc. So you would tap Organise - Bates Numbering and, in the Add Bates Numbering panel, Choose a Font of 16pt and enter the appropriate values for Bates numbering - in this example p.%[Bates:1;3] in Right Footer Text, and Pages... Custom... 2-999.

Most documents are unlikely to have significant information in the bottom right hand corner where the page number is to be imprinted but you can tick the Shrink pages' content to avoid overwriting document's text and graphics box if needed.

Then tap OK. 

Add document numbering if required

8. To number the documents (so that a document number appears in the bookmarks and in the index) tap Bookmarks - Add Text and, in the Add Text to Bookmark Title panel, enter %[SeqNum] followed by a space in the Add Prefix box, choose Select level to process... 2, and tap OK. Before you do this you will probably want to remove the bookmark for the Title Page to avoid that being numbered.

Generate the table of contents from the bookmarks and imprinted page numbers

9. Use Bookmarks - Build Table of Contents to create a table of contents from the bookmarks and imprinted Bates numbers, selecting the Output page numbers as - Bates Numbers (if present) option.  Choose insert TOC before page 2 to insert the Index page(s) just after the Title Page.

And Finally... 

10. Add imprinted page numbers to bookmarks by tapping Bookmarks - Add Text and, in the Add Text to Bookmark Title panel, enter p.%[BatesValue] followed by a space in the Add Prefix box and tap OK

11. Make the eBundle PDF searchable using the Convert - OCR pages function. If all the documents which make up the eBbundle already have an OCR layer then this step is omitted. 

12. If the eBundle contains some pages which refer to other pages (such as statements referring to exhibits) consider whether improvements to navigability are desirable,  

12. Save the eBundle PDF with an appropriate name of e.g. Applicant's Authorities eBundle - hearing 11 Oct 2022 - Smith v Jones.pdf

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 March 2024. Disclaimer