Summary
Bundle Amendments is a tool on the Documents page that allows users to change the Doc. Name metadata field on a per document basis across the shared set of documents, being available for all parties without needing to involve Opus.
A log of the changes are recorded under the Recent Bundle Amendments section on the Case Dashboard, outlining when the changes were made, who they were made by and the original / new values.
The use of Bundle Amendments needs to be agreed between all parties before being enabled on the matter and your account before you can use it - please reach out to the Solution Operations team for more information. Guidance
1. Select a Document - Within the Documents page, right click on a shared document. From the menu, press Advanced and then Bundle Amendments under the 'Metadata' header.
2. Amend Doc. Name Value - Once the Bundle Amendments tool opens, update the Doc. Name value and press Save . Press OK on the confirmation message and refresh the browser to view the changes.
Once saved, the Doc. Name change will automatically update across the other parties' workpsaces. 3. Recent Bundle Amendments - Within the Case Dashboard page, the Recent Bundle Amendments section records a log of the changes made.
- Navigate Entries - Updates are grouped by date and displayed in the order in which they were made. The entries in each day can be viewed by selecting the relevant Date.
- Export Entries - Entries can be exported into .xlsx format, either per day (press Export next to the relevant Day) or all at once (Press Export all at the top).
- View Document - The relevant document can be quickly accessed by pressing the blue Bundle/Tab hyperlinked value.
