Document Bundling Global Feature

Document Bundling is a feature which enables you to take documents that have been uploaded or created in the system and bundle them together into a single templated, indexed document.

Bundles are defined by Bundle Templates, which define the overall style of the generated document together with any required sections. Documents can then be dragged into the required section and when you are ready a fully styled, indexed and paginated document can be generated all without leaving the ShareDo application.

Document Bundling Feature

Access this global feature at LaunchpadAdminIntegrationGlobal Features. Search for bundling. This global feature sets up the base configuration for document bundling. When the overall feature is enabled, document bundling will be available in the system for users with the required permissions.

The detailed configuration allows defaults to be set for templates (although more templates can be set up for bundles).

Feature Element Description
Default Output Folder Indicates where outputs should be placed / will be placed in the current directory.
Default Title Page Allows selection of a template for the title page.
Bundle templates can be configured in d > Admin > DocumentsBundle Templates
See below for more details
Default Section Header The template that should be used by default for a section header
Default Document Separator The template that should be used by default for a section header
Page Text - Header This allows you to configure the default text that appears in the header, including font and colour. This could for example include a page count
Page Text - Footer This allows you to configure the default text that appears in the footer, including font and colour. This could for example include a page count
Index
  • If the Enable Navigable Index feature is enabled, index entries are generated as hyperlinks to the relevant sections.
  • If the Enable Outline feature is enabled, a clickable Index is available within your PDF Viewer.

For more information see the Document Bundling article.

Bundle Document Templates

When bundling a set of documents a template is used to determine the structure and number of sections etc. in the document. Bungle templates can be configured in LaunchpadDocuments AdminBundles > Bundle Templates