Summary

Custom Bundles are folders that contain custom bundle entries, which act as bookmark links to the original document, allowing users to collate a sub-set of documents for easier review and analysis at a later date. Custom Bundle entries can either contain all pages (default) of a document or a page range sub-set, with the {blue page range} in the Doc. Name values confirming the page range included. 

As custom bundle entries are links to the original document, they will reflect the same metadata and any work product made on the original document will also be viewable on the custom bundle entry, and vice-versa. 

Custom bundles are workspace specific work product, being available to all users within the relevant workspace however they cannot be shared / viewed by users from other workspaces.
More information on how to populate Custom Bundles can be found here. 

We've set out how to create and manage Custom Bundles below. 

Creating Custom Bundles

  1. New Custom Bundle - Within the Documents page, from the grey toolbar press New Custom Bundle. Complete the New Custom Bundle window and press OK to save the Custom Bundle:
    1. Name - Input the name of the Custom Bundle folder. 
    2. Nest Under - Press Select Bundle to select where the Custom Bundle folder should be housed. All Custom Bundles will sit under the top level Custom Bundle folder by default. 
Users can first select the parent folder they would like to create a subfolder within, and then press New Custom Bundle to quickly house the new custom bundle in the correct location. The Nest Under value should reflect the selected folder when the New Custom Bundle window appears. 

Managing Custom Bundles

  1. Applicable Actions - Within the Documents page, right click on the Custom Bundle folder and select the relevant tool from the following options:
    1. Rename - Change the name of the Custom Bundle. 
    2. Reorder - Change the order of the Custom Bundles. 
    3. Sort - Change the sort order of the entries within the Custom Bundle. 
    4. Move - Change the location of the Custom Bundle.
    5. Delete - Permanently delete the Custom Bundle and all entries contained within. 
      1. Can only be actioned on Custom Bundles your user account has created. Speak to the Solution Operations team if extra permissions are required, allowing deletion of any Custom Bundle.
    6. Properties - Details how many documents and pages are included in the Custom Bundle . 
More information on the Reorder, Sort & Move tool can be found here.