in the top-right corner, then enter the matter details. The new matter opens on the 
tab.
## Step 2 — Upload and check the documents
*In the* *tab.*
1. Drag your volume/Part folders into the upload zone. 
picks individual files only; once the matter has documents, **Upload → Upload Folder** is also available. See [Upload documents](/how-to-guides/upload/upload-documents.md).
2. Check the file list for error or warning icons, and hover an icon to read its message. See [Document processing and errors](/reference/document-processing-and-errors.md).
3. If a document's text is wrong or garbled — usually because it arrived with its own low-quality text that BriefTech kept (**Skipped Text**) — right-click and choose 
to re-read every page from scratch. The option appears only when *every* selected document is eligible, so clear a mixed selection first. Force OCR charges credits for any selected document not yet charged, after a **Confirm Force-OCR** prompt; that document is not charged again when you create the bundle.
4. If a document shows a processing error, right-click and choose 
. A persistent error usually means the file is corrupt or unsupported — contact BriefTech support. An error document still takes one page in the bundle, so move it to the Bin (tick it, bin icon) before you go on; it stays recoverable there. See [Reprocess a failed document](/how-to-guides/process/reprocess-failed-document.md).
## Step 3 — Review and edit the index fields
*In the* 
*tab.*
1. Switch to the tab and wait for the **Document Description** and **Document Date** to be generated automatically. A spinner shows a document is still being processed. See [Document metadata fields](/reference/document-metadata-fields.md).
2. Double-click the **Document Date** field to type a date, or to pick one BriefTech found in the document (the list appears only when a document yielded more than one). Press Enter to confirm.
3. Double-click the **Document Description** field to edit it. Press Enter to confirm. An edited field turns blue.
## Step 4 — Refine descriptions
*In the* *tab.*
To bring multiple descriptions into a consistent style in one go, use 
above the **Original File Name** column. See [Refine descriptions using your own edits as examples](/how-to-guides/review/refine-descriptions-from-examples.md).
1. Manually edit at least one description into the style you want — two or three consistent examples give BriefTech more to work from. Edited descriptions turn blue and become your reference rows.
2. Tick your reference rows together with the remaining documents you want to follow that style. The button stays greyed out until your selection holds both at least one edited row and at least one un-edited row.
3. Click .
## Step 5 — Translate a description (optional)
*In the* *tab.*
To translate one or more Document Descriptions into another language:
1. Tick the checkbox on each document whose description you want to translate.
2. Open the 
menu in the toolbar and choose 
.
3. Pick a language and confirm.
To translate a single row, hover its **Document Description** cell and click the 
icon. If the language you need isn't listed, contact BriefTech support. See [Translate document descriptions](/how-to-guides/review/translate-document-descriptions.md).
## Step 6 — Use the file name as the description (optional)
*In the* *tab.*
To use a document's file name as its Document Description, hover the **Document Description** cell and click the 
icon.
To revert, double-click the cell to edit or click Regenerate.
## Step 7 — Verify edits against the source document
*In the* *tab.*
1. Click anywhere on the row to open a side-panel view of the document without leaving the Review tab.
2. A large document opens with a **Click to preview** overlay — click it to load.
3. Drag the splitter to widen the pane, or collapse it with the chevron.
See [The preview pane](/reference/preview-pane.md).
## Step 8 — Add or remove documents
*In the* */* *tab.*
* **Remove** — tick the checkbox next to a row, then click the 
bin icon in the toolbar (hovering shows **Move (N) to bin**), and confirm. Documents in the Bin stay recoverable until you delete them from there.
* **Add from the Review tab** — drag the new files onto the folder in the left-hand folder panel where they belong; the folder highlights as you drag over it, and dropping there adds them straight into that folder. (Dropping onto the document list instead adds them without assigning a folder.) The files are added and processed without affecting documents already processed.
* **Add from the Files tab** — return to the tab and drag the additional files or folders onto the file table, or use 
→ 
.
* **Find recent uploads** — sort by the **Uploaded** column using its header.
## Step 9 — Generate the index and split into volumes
*In the* 
*tab.*
1. Click the tab to see the generated index table.
2. Click 
(top-right) → 
, then choose the preset for your court:
| | Singapore | Malaysia |
| -------------------- | ------------------------- | ------------------------------------------- |
| **Preset** | Record of Appeals (SG) | Records of Appeal (MY) |
| **Volume labels** | Roman — I, II, III… | Letters — A, B, C… |
| **Index language** | English | Malay — titled *Indeks Kepada Rekod Rayuan* |
| **Pages per volume** | 300 | 200 |
| **Page stamp** | `I RA 1` (Roman-prefixed) | bare `1, 2, 3` |
The preset sets your index columns, turns on **Senior Volumes**, and applies that jurisdiction's volume settings automatically. See [Document Index presets](/reference/index-presets.md).
3. To divide the index to match your folders, open again → 
→ 
. If BriefTech asks **Apply index headings?**, click 
to continue; any headings you made by hand are replaced. BriefTech creates a heading per folder. Once that gives two or more top-level headings, or documents sit above the first one, each top-level heading is labelled following the preset — *Index to Volume I / II / III* for Singapore, *Indeks kepada JILID A / B / C* for Malaysia. A single folder with nothing above it keeps its folder name, and so does a folder inside another folder. (For Malaysia, BriefTech labels each Part as a **JILID** — *JILID A* is *Part A*.)
4. Check the order before you go on. BriefTech keeps neither your folder order nor your file order: documents inside each heading are re-sorted by document date, then file name. If a volume/Part must follow a different order and your file names already sort into it, open → 
→ **Filename** to re-sort every heading by file name — see [Sort documents in the Document Index](/how-to-guides/index/sort-documents-in-index.md). Otherwise, drag the rows into place — see [Reorder documents and add structure](/how-to-guides/index/reorder-documents-add-structure.md) and [Manage headings in the Document Index](/how-to-guides/index/manage-index-headings.md).
5. Switch the mode toggle to 
to see the index as it will appear in the finished bundle, with volume splits applied. Switch back to 
to make further changes.
**Add a sub-index (optional).** If a document in your Record of Appeal is itself a bundle — an affidavit with exhibits, or a Bundle of Documents — you can add a sub-index so the main index shows what's inside it. Hover the document's row, then click the 
icon on its **Description** cell to open the **Edit Subindex** dialog, where you can generate the entries from the PDF or add them by hand. See [Add or edit sub-index entries](/how-to-guides/index/add-edit-sub-index-entries.md).
## Step 10 — Add the cover page and volume settings
*In the right-hand **Create Bundle** panel of the* *tab.*
1. Click 
in the Index toolbar to open the bundle panel on the right. Its sections start collapsed and behave as an accordion; expand each as you reach it.
2. Prepare a cover page template as a DOCX file, using the variables from the Taxonomy & Syntax Guide where required — see [Template syntax](/reference/template-syntax.md).
3. Expand **Cover Page**, then under **Cover Page Template** click 
and select your template file. (If a template is already set, the button reads **Replace**.)
4. Set the number of blank pages to insert before the index in each volume, if required for your filing.
5. Expand **Volumes Settings**. **Max Pages Per Volume** is already set by the preset you applied in Step 9; change it only if your filing requires a different limit. See [Document Index presets](/reference/index-presets.md).
6. Use **Volume Split Strategy** and, when set to **Auto (smart split)**, **Auto Split Threshold (pages)** to control where a document that would straddle a boundary is pushed to the next sub-volume rather than split mid-document. See [Court bundle settings](/reference/court-bundle-settings.md) and [Split a bundle into volumes](/how-to-guides/index/split-into-volumes.md).
7. If required for filing, set **Scaling mode** to **Normalize to A4 by orientation** so non-A4 pages are resized. (Leave it on **Keep original page size** to keep pages as they are.)
8. Expand **Pagination**. The preset already applies your jurisdiction's page stamp, with numbering restarting at 1 in each volume.
* **Stamp page numbers on** lists the page types that carry a stamp. Remove any one to leave that section unstamped — those pages are still counted.
* Adjust the font size, colour and position of the stamps if your filing requires it.
## Step 11 — Create and download the bundle
*In the* *tab.*
1. When you're done, click 
.
* To build only some volumes, first fill in **Volumes to assemble** just above the button — e.g. `1,2,5-7`; leave it blank to build every volume.
* The numbers count the volumes in order — 1 is the first PDF, 2 the second — not their I/II or A/B labels, and each sub-volume counts as one.
* Each run first deletes the collection's previous bundle, so volumes you leave out are not kept from an earlier run.
Up to three confirmations may follow — always in this order, and each only when it applies.
2. **Processing issues.** If a warning dialog lists documents with issues, click 
to fix them first, or 
to proceed. Each affected file becomes a one-page placeholder:
* **Password-protected** — a stamped page naming the file. See [Unlock a password-protected file](/how-to-guides/process/unlock-password-protected-file.md).
* **Too large to process, or no PDF produced** — a blank page. Blank placeholders are counted and paginated like any other page, so fix them before filing.
3. **Credits.**
* If any documents haven't been charged yet, you'll be asked to confirm the credit deduction.
* If they were all charged earlier — by Force OCR, say — no confirmation appears.
* If the matter owner's credit balance is short, BriefTech offers **Export with watermark** instead — every page of that bundle carries a BriefTech watermark, so it is not fit for filing. Top up the matter owner's balance and regenerate for a clean copy; see [Generate a paginated court bundle](/how-to-guides/bundle/generate-paginated-bundle.md).
4. **Existing bundle files detected.** If a bundle has already been generated for this collection, BriefTech warns that a new one overwrites the previous results. Click 
to replace, or to keep them.
5. BriefTech starts building and opens a job-log window showing progress — you can close it; the bundle keeps building. A **Bundles created successfully** message appears when it finishes. See [Background Jobs](/reference/background-jobs.md).
6. Once generated, download the bundle under the button. BriefTech produces one PDF per volume and a **Complete Bundle (ZIP)** containing all of them. You can regenerate at any time after further edits. See [Regenerate a court bundle after making changes](/how-to-guides/bundle/regenerate-court-bundle.md).
Your Record of Appeal is now filing-ready: the volumes divided from your own folders, your jurisdiction's columns, page limits and stamp applied by the preset, cover pages in place, and a paginated PDF for each volume. **BriefTech builds the bundle from the way you organise your documents** — the folders you sorted at the start are what shaped everything downstream.
## Related
| Prepare Your First Record of Appeal (Singapore) | A guided practice run: take a small pack from upload to a finished five-volume Record of Appeal for the Singapore courts, on a throwaway matter. | Prepare Your First Record of Appeal (Singapore) |
| Document Index presets | The built-in Document Index presets and what each configures. | Document Index presets |
| Generate a paginated court bundle | Produce a paginated court bundle with cover page, TOC, and bookmarks. | Generate a paginated court bundle |
| Court bundle settings | The full set of court bundle generation settings and their defaults. | Court bundle settings |
| Template syntax | Every syntax token for the cover page, tab page, page stamp, file name, bookmark title and volume header fields, with examples and jurisdiction notes. | Template syntax |