Files > Working with Files > Document Bundles

Document Bundles

Amicus Attorney makes it easy to package documents on a Client File to a Folder or a ZIP file for easy sharing by selecting Package Documents from the Actions menu.

Select an option from the drop-down list in the Show field to display your documents in the main window.

Note: The options are All Documents or My Documents depending on your permissions.
Select one or more documents and move them to the Current Selection window.
Select Actions > Package Documents to display a pop-up menu containing the options to Save ZIP file or Save to Folder.
- Save ZIP file compresses the files while maintaining the folder structure, so the recipient can see the layout as intended.
- Save to Folder saves the files to a designated folder in one click.
Click OK to display a prompt asking you to choose a location to save your packaged documents.
A progress bar displays showing how many documents remain to be processed. To cancel this export simply click Cancel.

Although Amicus Managed mode allows for virtual folders that are maintained in the ZIP file this could result in a number of nested folders with only one document several layers deep. Only the current version of a document will be included.