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Create document bundler

How to create a document bundler

V
Written by Valeriu Holtea
Updated over 6 months ago

If you want to create a document bundler please follow the next steps:

  1. Click on In/Out Tray

  2. Click on Doc Bundler

  3. Drag and drop documents from Case Documents to Bundle Structure

  4. After adding all the documents click Save Bundle Template (can be edited later)

  5. Click Create Bundle

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