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.
Bundle Documents
To see how to bundle your existing documents in the file complete the following steps:
Starting from within a file click on the eye symbol beside any document in that file.
Click on Bundle Report & Attachments
Set the Bundle Type
Sort the Documents into the Desired Order by using the arrows to move them up or down
Select the Documents to Bundle by check marking the box next to the document
Click either Create Bundle PDF or Bundle & Email