For the complete documentation index, see llms.txt. This page is also available as Markdown.

Split a bundle into volumes

Control how a large matter is split into bundle volumes, including forcing a volume break.

First, open Volumes Settings: in the Index tab tab, click Create Bundle in the toolbar, then expand Volumes Settings.

Change the pages per volume

In Volumes Settings, set Max Pages Per Volume to the number of pages you want per volume (default 300). The value must be greater than 30, and a value of 0 is not accepted. To effectively disable splitting, set a very large number.

Choose how splitting is decided

In the same Volumes Settings, the Volume Split Strategy select sets the rule for where volumes break in the collection you are bundling — Auto (smart split) (which uses an Auto Split Threshold page count), Allow split when needed, or Never split. It applies to this collection's bundle — a matter with several collections can use a different strategy per collection — whereas the per-document overrides below force a single document. See Court bundle settings for what each option does.

Edit volume headings and labels

In Preview or Edit, each volume-heading row carries a menu for changing the heading wording:

  • Preview — the menu has Edit Volume and Delete Volume Heading. Edit Volume opens the Senior Volume Header Template dialog, which sets the wording of the heading rows themselves (default Volume {vol}).

  • Edit — the same heading is an ordinary heading row. Its menu reads Edit volume — which opens Volume Header Templates, covering both senior and junior headings — and Delete senior volume heading.

Heading rows and the Vol column label appear only once a bundle spans two or more volumes; a single-volume bundle shows no volume heading rows in the Document Index and no volume label on the cover page.

To set the bundle-wide volume label, click the pencil in the Vol column on a document row (not a heading row): it opens the Volume Column Template dialog (for example Volume {v}; see Template syntax). That label fills the Vol column and is also used on cover pages, page stamps and volume file names. If you enter names under Volume Names Overrides in Bundle settings, those names replace the label on all of those. Volume heading rows are the exception — they always use the heading template and never pick up the overrides.

Split by heading instead (Senior Volumes)

To make each top-level heading start its own volume — useful when your natural volume boundaries are your sections (for example, one volume per witness) rather than a page count — turn on Senior Volumes:

  1. Find the first heading in the index — any heading with no document rows above it, at any indent level.

  2. Click its menu.

  3. Choose Enable Senior Volumes.

To turn it off, choose Disable Senior Volumes from the same menu, or delete the first volume heading in either view (see Manage headings in the Document Index).

Each top-level heading then starts a new volume, so the bundle splits at every top-level heading, in addition to any page-limit splitting. A top-level heading only starts a volume where it has documents beneath it, and if two top-level headings share the same title, only the first of them starts a volume. For the heading controls, see Manage headings in the Document Index.

Override where a single document splits

On any document row, open the menu — click the row, or right-click it — for actions that override how that document splits:

  • Push to Next Volume — forces the document to always begin a fresh volume.

  • Split to Next Volume… — for a document longer than one page, splits it across a volume break. Enter the page to split after: pages up to and including that page stay in the current volume, and the rest move to the next volume.

  • Configure Bundle Overrides — opens the File Overrides dialog, where Volume Split Strategy can be set for that one document. Use Auto or Allow split when needed to let one document split when the collection is set to Never split. The same dialog also sets a per-document tab page — see Court bundle settings for the full set of overrides.

Push to Next Volume and Split to Next Volume… can't both apply to the same document — using one of these actions clears the other, with no warning. Setting Force into new volume in the File Overrides dialog does not clear a manual split, however: if both are set, the manual split is what the bundle uses.

To clear any of these overrides — Push, a manual split, or a Volume Split Strategy set in the File Overrides dialog — use Reset Volume Placement. It leaves a per-document tab page setting alone; to clear that too, open Configure Bundle Overrides and click Reset to defaults.

When you split a document across a volume break, each part is listed as its own row in the Document Index. Both parts keep the same serial number — the split doesn't create a new one — and each part's description gains the original page range (for example Witness statement (Pages 1-60) in one volume and Witness statement (Pages 61-120) in the next), so the reader can tell which pages of the source document each part contains.

If a sub-index entry's page range spans a volume break, the entry appears in both volumes, each showing the part of its page range that falls in that volume.

Preview the volumes

To preview the volumes:

  1. Switch the index to Preview using the Edit/Preview toggle above the table.

  2. Type a volume number into the Vol field beside the toggle.

Vol starts at 1, which shows the whole bundle — every volume, one after another. Enter 2 or higher to see that volume on its own. The field accepts any number: one past your last volume shows an empty volume rather than an error.

Volume and split changes show in the Preview immediately, but a bundle you have already generated won't update on its own — click Create Bundle in the toolbar to reopen the panel, then click Create Bundle in the panel to produce a fresh bundle that reflects the changes.

By default, each volume's page numbers restart at 1 rather than running continuously across the whole bundle.

Note: The volume breaks preview is an estimate — it assumes a one-page table of contents per volume, so the final pagination can shift by roughly your index's actual TOC length (a 15-page index can shift a volume by around 14 pages).

What you've done

You've set how a large bundle breaks into volumes — the page limit and split strategy in Volumes Settings, splitting by heading with Senior Volumes, and any per-document overrides from a row's menu. Left alone, BriefTech splits the bundle automatically once the running page count passes the volume page limit (default 300 pages). For more volume and split settings, see Court bundle settings.

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