Creating a PDF Bundle

1. Open the matter.

2. Go to the Documents tab.

3. Click Create PDF Bundle.

4. Give the bundle a name (e.g. "Trial Bundle — July 2026").

5. Select the documents to include:

   • Browse the matter's document library

   • Add documents from folders

   • Drag to reorder the documents

6. Choose options:

   • Add a cover page

   • Add a table of contents

   • Add page numbers

   • Add a running header or footer

7. Click Generate Bundle.

CaseConnect compiles the documents and creates the bundle. Large bundles may take a moment to process.