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Working with Documents

1:45

Key Moments

What This Video Covers

Inside the Pro-tips bundle: replace yellow guidance with your own words, format text, open the Supporting Statement, upload a PDF to Exhibit 1, add a new document via the Add Document modal, and watch auto-save in action.

Full Transcript

We're inside the Pro-tips bundle. Two sections, four documents. Let's work with each of them.

Open the Case Summary. Every BundleCreator template comes pre-loaded with yellow guidance. Yellow means — write something here. Select the yellow text and type over it. Your own words. The yellow disappears as you go.

The usual formatting is one click away. Bold, italic, bullets, numbered lists, headings. The same shortcuts you know from Word.

Section A has a second template — the Supporting Statement. Same yellow guidance, ready for you to replace.

In Section B — Exhibit One. This is an upload slot. Drag a PDF on to it, or click to browse. Contracts, payslips, medical letters, photos. BundleCreator counts the pages for you. Every page gets numbered and indexed automatically.

Need another document? Click Add Document. Give it a name. Choose Write in the editor, or Upload a file. Your bundle grows with your case.

Everything saves as you go. All changes saved, top of screen. Close the tab, come back tomorrow — your work is exactly where you left it.

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