Finalise and Reuse Court Bundles

Once your bundle has its sections and documents, a few finishing touches make it ready to file, and a few habits make the next one quicker. See prepare a court bundle to build one first.

Tidy each document

Open a document in the bundle and edit it:

• Custom title. The name used in the index, such as Witness statement of Jane Smith. Leave it blank to use the file name.
• Page reference. The page range the document covers in the bundle.
• Notes for your own team.

Organise sections

Section labels, such as A, B and C, are given automatically from their order, so dragging a section updates every label. Add a sub-section inside a section when a part needs splitting, for example Correspondence between the parties inside Correspondence.

Lock the bundle when it is agreed

1. Generate it one last time

   Generate the bundle and check the preview: the index, the page numbers and every document.

2. Finalise it

   Select Finalise Bundle. The bundle is locked, so nobody can change its sections or documents by accident.

3. Need a late change?

   Select Revert to Draft, make the change, generate the bundle again and finalise it once more.

Archive finished cases

When a case is over, archive its bundle to keep your list tidy. Restore it at any time if you need it again.

Reuse a bundle

Duplicate a bundle to start the next similar case with the same sections and settings, then swap in the new documents.