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Bundling Documents for Adjusters

 

Bundling Documents

Last updated: 6/3/2020

 

Overview 

 

It may be necessary to bundle several documents into one and then put them in a specific order.  To create a bundled document each document will need to be uploaded separately into the file.  The documents will then be selected and put in the correct order.  To see how to bundle your existing documents in the file complete the following steps: 

  1. Starting from within a file click on the eye symbol  beside any document in that file.

 

  1. Click on Bundle Report & Attachments

 

  1. Set the Bundle Type
  2. Sort the Documents into the Desired Order by using the arrows to move them up or down
  3. Select the Documents to Bundle by check marking the box next to the document
  4. Click either Create Bundle PDF or Bundle & Email

 

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