The EIN members website has been designed to enable users to compile and produce document bundles using the case and country case/report materials.

PLEASE READ THESE INSTRUCTIONS CAREFULLY! The bundle functions on the website will save you a lot of time if you learn how to use them correctly. After reading these instructions, we recommend that you practice the various steps involved to see if you compile an example bundle. You may wish to print out this guide so you can refer to it as you practice creating a bundle.

This page explains how the bundle making features work. The purpose of the bundle maker is to allow you to quickly and efficiently turn the cases/reports on the EIN website into an indexed and paginated document bundle. Your basic bundle of cases/reports will be created on the website. However, to turn your bundle into a fully indexed and paginated document you will need Microsoft Windows and Microsoft Word 97 or later. If you have Microsoft Word 97 or later, you will be able to copy and paste the basic bundle created on the website to a blank Microsoft Word document and run the special Bundle-Maker Word template (this can be downloaded from the EIN website). This will produce a fully indexed, paginated and A4 formatted bundle.

Therefore, there are two main steps involved in creating a bundle.

1. Select the reports and compile your basic bundle page on the website
2. Copy your compiled bundle page from your web browser, paste it to Microsoft Word and run the Bundle-Maker to create a fully indexed and paginated bundle

Bundle info can be set to either 'on' or 'off'. When creating a bundle, you should switch this to 'on' and you can then begin to compile and create your bundle! When you switch 'Bundle info' to on, the page you are viewing will be refreshed and you will notice a grey Bundle information box appears on the right hand side of the page. This box contains all the information about your current (and also previous bundles).

If 'Bundle info' is set to off, this box does not appear (you may wish to switch it off if you are not using the bundle making features and would like more screen space when viewing reports/cases).

The 'Excerpts mode' button allows you to select and add just excerpts from cases/reports rather than the whole report. 'Excerpts mode' can be set to either 'on' or 'off'. When 'Excerpts mode' is set to on, a text box appears at the very end of the page you are viewing (note: you will need to scroll down to the very end of the page you are viewing in order to see and use the excerpts box).

If 'Excerpts mode' is set to off, this box does not appear

The 'Add to the bundle' button is used to add the cases/reports you are viewing (in their entirety) to your current bundle.

Each function will now be explained in greater detail.

The first step is to create and name a new bundle. To do this, first make sure that the 'Bundle info' button at the top of your page is set to 'on' so that the Bundle information box is displayed on the right hand side of the page. You will notice at the bottom of the Bundle information box there is a small text box where you can name and create a new bundle.

Simply enter a name that you would like to use to identify your bundle (e.g. this name may be the name of your client or a description of the subject of your bundle) and then click the 'create' button. The page you are viewing will be refreshed and the name of your bundle will appear at the top of the Bundle information box.

As this is now your current bundle, you will notice that a small red EIN logo appears to the left of the bundle name. This small red logo always denotes the 'active' bundle.

IMPORTANT NOTE: 'Active' bundle means the bundle that is currently being worked on. Only one bundle can be 'active' at any one time. The Bundle information box will store the names and contents of ALL of the bundles you create until you chose to delete a bundle. For example, if you have created and named 10 bundles, all 10 bundles will appear in the Bundle information box. You will, in effect, build up an archive of bundles that can be accessed each time you log on the EIN members site. That is why it is very important to only log on under your own username and password. You do not want to modify or delete another user's bundles! By clicking the name of a bundle in the Bundle information box, you can quickly switch between the various bundles.

Once you have created a bundle you can now start adding cases/reports to it.

The process of adding cases/reports to your bundle is, once mastered, very quick and easy. As you view cases/reports and decide that you would like them in your bundle, simply click the 'Add to the bundle' button/link at the top of the page and the case/report you are currently viewing will be added to your active bundle. After clicking the 'Add to the bundle' button/link, you will notice that the page you are viewing will be refreshed and that the name of the case/report will appear in the Bundle information box on the right hand side of your screen. Cases/reports are always added to the current active bundle.

You then simply repeat this process to add all the required cases/reports to your bundle. Each time a case/report is added, you will notice that the name of the case/report is added to the active bundle name in the Bundle information box on the right hand side of your screen.

IMPORTANT NOTE: Although at times you may navigate to a page on the website that does not show the Bundle information box (e.g. the 'Search' page), please note that your bundle settings are remembered and the Bundle information box will be shown the next time you view a case/report.

The process of creating and adding excerpts will enable you to add just excerpts from cases/reports if, for example, you feel that the whole case/report is too long or not all entirely relevant. Although somewhat trickier than simply adding whole cases/reports, the excerpt function should not pose too many problems once mastered.

The first step when creating and adding an excerpt is to make sure that the excerpts mode button is set to 'on'. To do this, simply scroll to the top of the screen and click the 'Excerpts mode' button/link so that the button displays the text 'on' (if you scroll to the end of the page you are viewing after setting 'Excerpts mode' to on, you will see that a text box appears – this is where excerpts are created).

The excerpts mode 'senses' the text you select on the page and reproduces it in the editable text box at the bottom of the page you are currently viewing.

Don't worry if you make a mistake or add unwanted text to the Excerpt box as you can freely edit, or even reset, the text of your excerpt before putting it into your bundle.

When you view a case/report and find a passage that you would like to excerpt and put into your bundle, all you do is simply 'select' the relevant passage on screen (note: to select text simply place your cursor at the start of the passage you wish to select, press and hold down your left mouse button and move to the end of the text you wish to select).

As soon as you select text on the page, the selected text will automatically appear in the Excerpt box at the end of the page you are viewing. You will notice the text in the extract box has three dots on either side denoting that this is an extract.

You can repeat the process of simply selecting relevant text and having it appear in the excerpts box thus allowing you to add multiple excerpts from a single report.

It is then recommended that you thoroughly check the text in the excerpt box before putting it into your bundle. The excerpt box is fully editable! You can cut and delete any unwanted text or you can even type straight into the box. A menu will appear if you right click your mouse button in the excerpt box.

IMPORTANT NOTE: the excerpt text will appear as a single block of text in your finished bundle, without line breaks, however individual excerpts can be identified, as they will begin and end with three dots. (You can, if you wish, tidy up any excerpts in Microsoft Word before completing the final stage of your bundle creation).

Once you are happy with the text in the excerpt box, simply click the 'Put into the Bundle' button that appears at the top of the excerpt box. This button, like the standard 'Add to the bundle' button, will cause the current page to be refreshed and you will also see that the excerpt is added to the Bundle information box on the right hand side of your screen. The fact that it is an excerpt will be noted.

In is a good idea to practice this process a few times with an example bundle until you are confident that you can use this function properly!

Once you have finished adding all the required material to your bundle, you then either click the bundle name in the Bundle information box on the right hand side of the page or you can click the bundle button on the main EIN navigation menu on the left hand side of the page. Both of these will take you to the Organise bundles page. From here you can rearrange or delete items in your bundle and you can access and view the basic bundle page containing all of the reports and excerpts that you have added.

You will see that the 'organise bundle' page features a list box that lists the contents of the active bundle, including any excerpts. The order in which the cases/reports are listed will be the order in which they appear in your bundle. This order can be changed. You may, for example, wish to arrange a bundle so that the most recent or the most important cases/reports are at the start of your bundle.

If you would like to re-order your bundle, click the relevant case/report name so that it is selected and then click the up or down arrow buttons to the right of the list box to move the selected case/report item up or down. Repeat as necessary and then click the 'Save changes' button to commit the changes you have made to your bundle.

VERY IMPORTANT NOTE: The changes you make will not take effect UNTIL you click the 'Save changes' button below the list box. ALWAYS click the 'Save changes' button after you have made any changes to the bundle!

You can also delete any item in your bundle. Simply click the relevant case/report name in the list box so that it is selected and click the 'Delete selected item' button, you will then see that the page is refreshed and the deleted item no longer appears within the list box.

At the top of the Organise bundles page you will see a 'View current bundle' link. Click this link and a special bundle web page will be created and displayed, containing all of the cases/reports that were added to your bundle.

VERY IMPORTANT NOTE: Please remember to WAIT for your bundle page to load in its entirety before attempting any actions on it. Depending on your Internet connection speed and the size of your bundle, it may take a while for the page to be fully loaded. You can see on you web browser status bar when a page is loading and when it has finished loading. Internet Explorer, for example, will display 'Done' in the status bar when the page has fully loaded.

Once the page has fully loaded, you could, of course, simply print out this web page and use it as the basis of your bundle. However, by downloading the special Bundle-Maker Microsoft Word template, Microsoft Word (97 of later) users can turn the bundle web page into a fully indexed and paginated Microsoft Word document.

The Bundle-Maker template will also allow you to specify what number page to begin paginating your bundle on, allowing you to add your bundle onto the end of the previous bundle containing your medical cases/reports, statements etc. You will also be able to highlight and create an index of key passages. This very useful feature will allow a reader to very quickly see what are the most important passages in your bundle and from which case(s)/report(s) they are from.

The next section of this guide explains how to do this.

To use the Bundle-Maker template to produce a paginated and indexed bundle, you first copy your entire previously created bundle web page. To copy your bundle web page you can click your web browser 'Edit' menu and select 'Select All' or, alternately, press the 'Control' and 'A' keys (Ctrl+A). The entire text of your bundle web page will then be selected and ready to copy. To copy, simply click the web browser 'Edit' menu and select 'Copy' or alternately press the Control and C keys (Ctrl+C).

Now open Microsoft Word and paste your bundle to a new, blank Word document. Obviously, the formatting when pasting from a web page to a Word document may not be preserved correctly, especially if you use Word 97. Word 2000 and Word 2002 users, however, should find the web page pastes almost identically and all formatting should be retained.

Don't worry if the pasted bundle looks somewhat 'messy' – the Bundle-Maker will allow you to choose some basic formatting options and will reset margins etc. to make the finished bundle neater and more presentable.

As mentioned previously, once you have correctly installed the bundle maker template, you will notice that a new item appears on the main Word menu bar. The new Bundle-Maker menu will appear on the right of your Word menu bar (normally just before the Word 'Help' menu). The template is loaded automatically every time Word starts ensuring that it is always readily accessible.

Before running the Bundle-Maker and compiling your bundle, you may wish to work through it and highlight what you feel are the key passages in it. The Bundle-Maker will then find these key passages and copy them to a separate index created at the end of your bundle. Each passage will contain information on which case/report it has come from and on which page it appears in your bundle.

To highlight a key passage, simply select the passage and either use the standard Word highlight function OR click 'Highlight Key Passage' from the 'Bundle-Maker' menu. The Bundle-Maker menu highlight function will highlight the text in turquoise (this comes out well on a black and white printer). However, if you use Word's own highlighter, you can choose which colour to use to highlight. Be careful not to choose a colour that is too dark otherwise you might not be able to read the text when printed!

The Bundle-Maker menu also features a command to identify the current case/report. As your bundle will contain multiple cases/reports you may not always be entirely clear as to which case/report you are viewing. By clicking in the text of the report and the clicking 'Identify Current Report' from the 'Bundle-Maker' menu, you can quickly see exactly which case/report you are currently in. This is useful if you find and want to highlight a key passage but first want to check exactly which case/report you are looking at.

Once you have pasted your bundle web page to Word and highlighted any key passages, simply click the Bundle-Maker menu and from this click 'Start...'.

This will display the Bundle-Maker dialog box. Various options are available on this to allow you to select a font face and size and global paragraph options for your bundle. By default, the Bundle-Maker will produce an A4 size document but this can be overridden by clicking the 'Page Setup…' button on the Bundle-Maker Formatting screen and manually setting page size and margins.

Once you have set all the required options simply click the 'Create Bundle!' button. Your Word document will then be turned into a fully indexed, paginated and formatted bundle within seconds. If you highlighted any key passages, these will be reproduced in a special index created at the end of your bundle.

During creation, you can choose whether to have a legal, IAA style contents page or a plain contents page.

Once finished, you can, of course, save and print this document as any other Word document.