Open the matter.Go to the Documents tab.Click Create PDF Bundle.Give the bundle a name (e.g. "Trial Bundle — July 2026").Select the documents to include:Browse the matter's document libraryAdd documents from foldersDrag to reorder the documentsChoose opti ...
While a bundle is being generated, it shows as Processing. When complete, it shows as Ready and you can download it.If a document in the bundle cannot be converted to PDF (e.g. an unsupported format), CaseConnect will flag it and you can choose to skip th ...
Go to the matter's Documents tab and find the bundle in the Bundles section.Click Download to download the compiled PDF.The bundle is also saved in the matter's document library as a standard document.
Each bundle created for a matter is listed with:NameDate createdWho created itDocuments includedStatus
Order matters: Put the cover page document first, followed by the index, then the substantive documents in chronological or logical order. You can drag and drop to reorder before generating.Check formats: Word (.docx), PDF, and most image formats are supp ...