How to create a court bundle in Casedo


First and foremost in order to create the following court bundle, you will need to turn on your pagination, this feature allows you to navigate through your casefile easily and effectively.


By turning on the pagination, casedo numbers all of your pages according to the organisation of your documents.


To turn on the pagination simply click on the toggle switch as shown:



After it is turned on, it should look like this:


You will now realise that your pages will all be numbered as shown:




Creating a Court Bundle



To illustrate how we are going to create a court bundle, using pagination:


1. Create a new Casefile


Firstly create a new casefile by clicking on the new case located in the file menu on the toolbar. You can save that for example as ‘XXX Authorities bundle’, if that’s what you want to create. You will now see that you have an empty Casedo casefile.






2. Open index document


Find the Index Document. This is a document (a document of authorities) which you might have been sent by a solicitor or a barrister on the other side of the case. You can import that to the top of your Casedo Index, and those will be the documents you will want to create.



3. Import files


Next thing you want to do is import the files stated in the Index Document. After having imported all of these files, they can be organised appropriately.  Dropping the cases under a “Cases” folder, and legislations under a “Legislations” folder.



4. Add tab numbers


As you go along, you can add the tab numbers to your files in the specific order your index document (Authorities bundle) tells you.


To do this simply, rename your imported folders in the same order the authorities bundle has specified. For example, if the “Autologic plc v IRC [2006] 1 AC 118” is numbered as 12, then simply rename your case in the index side as “12 – Autologic plc v IRC [2006] 1 AC 118”. This will make it easier to navigate.




You will now see that you have a folder for all the Legislations, organised in the manner the index document states.



5. Turn on the pagination


There are three ways in which you can choose to paginate your documents.


a. Exclude pagination


You can see that when the pagination is turned on, the numbering starts from the very first page, sometimes you might not want that. You might need your pagination to start from a specific document rather than starting from the very first page which in this case is the index document.


In order to avoid this, after having turned on pagination, right-click on the index document and choose the “Do not paginate” option. As shown:



By clicking that the chosen index document will not be paginated, and numbering will start from the page of your choice.


An excluded document from pagination is indicated by a minus sign (-).




b. Folder based pagination

However, it is normal practise to paginate cases separately to legislation. You might want to have two separate files. For example, you might want to have a bundle A for legislation and a bundle B for cases authorities. To do that go to the main menu, select Edit > Toggle Pagination Type’.




This takes the top level folders and assigns them a letter, as shown below.



Everything in that folder separately gets assigned a prefix. For example now the content in the A folder will start from A1 and the content in the B folder will start from B1. As demonstrated below.




And if you no longer want that you can simply press on the ‘toggle pagination type’ and this will take it back to the original pagination style.



c. Insert Pagination


Also, If you have forgotten to add something in your casefile, it is equally as easy as correcting that mistake. Simply import your file and place it anywhere in your bundle and it will be automatically paginated. However, if you want your file to be added as an insert, meaning you don’t want to upset the existing pagination, simply right click on that folder and click on Paginate as an insert.



This will give this document a ‘point reference’ page number, for example A12.1, as shown:



You can repeat this as many times with any other document.


Paginated inserts are indicated by a plus sign (+) in the Index.




6. Full bundle


After having imported all your cases and legislations, and renamed them accordingly. You will have a complete bundle fully paginated and with pagination starting from the first legislation or tab 1, and extending all the way through. This feature will also enable you to track at what pages your cases start, or your legislation. For example, you will now know that your authorities start on page 210.



7. Print

Now that your bundle is ready and paginated. You can now simply hit print, and send that to the printer, and you’re done.



Other useful features


Casedo now also has the ‘go to page’ feature which allows you to go to any page very quickly without having to scroll down. You can find that at the top left of your Document View if the pagination is enabled. This feature is compatible with the pagination system we have explained above. So you can now simply type for example A18.4, and it will take you directly to that page.




You can repeat this process in both viewers of your case files separately, allowing you to quickly and efficiently be at two different parts of your casefiles at the same time.




Useful Links:

Video: Bundling with Casedo (8:52 minutes)


Video: Casedo – Case Organisation (3:54 minutes)


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