Creating Bundle Cover Templates

1. On the homepage, at the left side panel, 
   Click the Settings - gear icon (⚙) at the bottom. 

 
 

 

2. Click on Create & Edit under Template Desk section, 
   Select Bundle Cover from the filter option. 
    
    
    

3. Click 1.Add to create a new Bundle cover or, 
   2.Drag and drop documents to upload existing cover templates.   
    
    
    

4. Click Upload.  

5. Click on the added bundle cover document to open it. Once opened in Word, use the template designer to choose the information you would like to automatically pull to the bundle cover from the matter.
   

6. Your Bundle cover will now be available for use.  
   

7. ​
   
   

To find out more about templates, go to Templates/Precedents - Overview, or for more information about Bundles go to Bundle Generator. 

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