tab, select the collection you want to bundle in the left-hand panel, then click 
in the toolbar. The **Create Bundle** panel opens on the right. The bundle covers the live documents in that collection, or every live document in the matter if no collection is selected; documents in the Bin are left out. You need owner or editor access to the matter to generate it.
2. Expand the sections you need — **Cover Page**, **Document Upload**, **Index / Table of Contents**, **Volumes Settings**, **Tab / Page Separators**, **Bookmarks**, and **Pagination** — and configure each.
3. Optionally, in **Volumes to assemble**, enter the volumes you want — single numbers and ranges separated by commas, for example `1,2,5-7`. Leave it blank to assemble every volume. Each run first deletes the collection's previous bundle, so volumes you leave out are not kept from an earlier run.
4. Click 
at the bottom. If a setting is missing, a red **"Bundle settings need attention"** banner lists what to fix and the button stays disabled.
5. If any documents have processing issues (password-protected, unsupported type, empty, or too large), a warning dialog lists them. Click 
to continue — affected files appear as placeholder pages — or 
to fix them first.
6. If anything in the collection you are bundling has not been charged before, a **Confirm Export** dialog shows what it will cost. Click 
to commit the charge and continue, or to stop.
Credit balance too short? Credits come from the matter owner's balance, whoever creates the bundle. If it is short, BriefTech offers Export with watermark instead:
Declining Export with watermark cancels the export without producing a bundle.
See How credits work and Credit costs and pricing.
to overwrite the previous results, or to keep them. **Cancelling here does not refund the credits committed in the previous step.**
8. A **Job Logs** dialog opens to show the run's progress. You can close it and navigate away — the job keeps running — and while it runs, a flat **View details** button under **Create Bundle** reopens it. A **Bundles created successfully** message appears when it finishes; for a large bundle that runs in the cloud, it appears only if you are on the tab at the time — see [Job Logs](/reference/job-logs.md).
9. To check on a run in progress, click the 
icon in the top bar — it pulses while any job is running. It opens **Background Jobs**, where you can check status; return to the **Create Bundle** panel for the downloads.
10. To stop a large bundle that is generating in the cloud, click 
in the **Job Logs** dialog (reopen it with **View details**). BriefTech confirms with **Cancellation requested** and stops the run shortly after. A smaller bundle runs to completion and has no **Cancel job** button. **Cancelling does not refund the credits you committed at step 6.** See [Job Logs](/reference/job-logs.md) for when this button is available and the full cancellation rules.
## What you get
When it's ready, a download row appears. Each volume is listed as its own white, bordered card with a navy download icon that downloads just that volume, and a bordered **Complete Bundle (ZIP)** card with a blue download icon downloads everything together as a single ZIP. Click anywhere on a card — including its 
icon — to save it.
The ZIP contains one PDF per volume. Provided the bundle was paid for — that is, it was not exported with a watermark — it also includes editable **Word** (`.docx`) copies of the structural pages your bundle contains, sorted into subfolders:
* **`cover/`** — cover pages.
* **`tab/`** — tab and separator pages, but only if you uploaded your own tab template under **Tab / Page Separators**. BriefTech's own auto-generated tab pages have no Word version, so a bundle that uses them has no `tab/` folder.
* **`toc/`** — the index printed inside the volumes themselves (every volume, or volume 1 only, depending on your **Index generation** setting).
The cover and table-of-contents copies are named after the volume they belong to, so they match that volume's PDF and follow your **Filename on Export** setting — a bundle whose volumes export as `Volume 1.pdf` gives `Cover - Volume 1.docx` and `TOC - Volume 1.docx`. See [Court bundle settings](/reference/court-bundle-settings.md). Tab pages are named from the document's serial number instead, as `tab_17.docx`, regardless of that setting.
These are not the Document Index export. To hand the index itself to counsel as a Word or Excel file, see [Export the Document Index as a Word or Excel file](/how-to-guides/export/export-index-word-pdf-excel.md).
Use these to reprint the structural pages on their own — for example on coloured paper — without regenerating the whole bundle.
## Related
| From Document Index to court bundle | How the index and the bundle share one source of truth. | From Document Index to court bundle |
| Regenerate a court bundle after making changes | Replace a stale court bundle after reordering or editing the Document Index. | Regenerate a court bundle after making changes |
| Court bundle settings | The full set of court bundle generation settings and their defaults. | Court bundle settings |
| Prepare a Bundle with BriefTech | A guided, end-to-end walkthrough — take any set of documents from upload to a finished, paginated bundle ready for filing or sharing. | Prepare a Bundle with BriefTech |