Summary
Following the upload of a bundle, clients may want to collate a set of documents within a 'Custom Bundle' or a 'Tag'. Both tools act a method for categorising or compiling documents without moving them from their existing structure in the shared bundle.
Clients are able to populate custom bundles or tags themselves as users however this can be a manual process as they do not have access to the tools that we have which will automate the process.
The aim of the session is to understand what custom bundles and tags are as well as how to populate them.
By the End
You should have been shown the following:
- What a custom bundle
- What a tag is
- How to add documents to a custom bundle or tag using the 'Add to' tool that users have access to
- How to add documents to a custom bundle or tag using 'Bulk Organise'
- How to collate the linked documents within another document to a custom bundle or tag
- How custom bundle entries can be used elsewhere on the platform e.g., within a core bundle or bundle updates.
- The two different methods in which to Blog entries (“Bundle Updates” vs “Recent Updates”).
Points to Note
- Custom bundles should only ever be made on a mirror - never make a custom bundle on the 'Master’.
- Similarly, with tags they should only ever be created on a mirror and not the Master.
Following the Session
- Added documents to a custom bundle manually using the 'Add to' tool
- Tagged documents manually using the 'Add to' tool
- Added documents to a custom bundle using 'Bulk Organise’
- Tagged documents using 'Bulk Organise’
- Added the linked documents within another document to a custom bundle and/or tag
- Created a bundle updates entry on a case