CaseMark Source - Transcript Bundlee Easy Button
C
Peter Roberts
a month ago
Summary
I demonstrate how to build a transcript bundle in CaseMark Source so users can package a transcript with its exhibits and deliver it to a client. I start the bundle, upload the transcript and exhibit files, name the matter, assign a client, and set a title. I configure pagination, confirm cover and exhibit pages, adjust exhibit stamps, and generate the bundle with optional summary. After submission the job processes, appears in the matter, and the finished bundle can be downloaded or sent to the client via the portal.