To make an electronic legal case bundle usable, first follow the specific court’s directions and any case order. Then include only necessary documents, create a searchable PDF, link each index entry to its document, bookmark significant documents and sections, and check that the PDF page numbers match the bundle pagination. Page limits, file-size limits, and filing procedures vary by court and proceeding.
Start with the court’s rules and the case order
There is no single bundle format or size limit that applies to every court. Identify the court and type of proceeding, check any case-specific order, and consult the current local filing instructions. Confirm who is responsible for preparing, filing, and serving the bundle, where and how it must be filed, the deadline, whether paper copies are required, and any page or file-size limits.
The Courts and Tribunals Judiciary’s general guidance for court hearing e-bundles is subject to specific court guidance and directions in individual cases, and it excludes tribunal hearings. Family Practice Direction 27A also operates alongside other relevant directions and case-specific orders. Use guidance for the relevant proceeding rather than assuming one court’s requirements apply elsewhere: Courts and Tribunals Judiciary e-filing guidance, Family Procedure Rules, Practice Direction 27A.
Choose and arrange the documents
Include material the court needs to read or that will actually be referred to. A large bundle is not improved by adding every document in the case file: excess material makes navigation harder and may conflict with the applicable rules.
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Family proceedings
Family PD 27A says the bundle should contain only relevant documents necessary for the court to read or documents that will actually be referred to. It also identifies categories normally excluded unless the court directs otherwise. Check the direction rather than importing a different proceeding’s document categories.
Court of Appeal cases
For Court of Appeal cases, PD 52C provides for parties to propose and agree core and supplementary indexes. The supplementary bundle is limited to relevant documents necessary for preparation or the hearing. The appropriate index and bundle structure therefore depends on the proceeding: Civil Procedure Rules, Part 52 and Practice Direction 52C.
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Create a searchable PDF
Where possible, build the PDF from electronic source documents rather than printing and rescanning them. The Judiciary’s general guidance requires PDF format and asks for OCR on pages containing typed text that were not created directly as electronic text. OCR makes scanned text searchable, highlightable, and copyable; a scan that is only an image does not provide those text functions.
OCR applies to relevant scanned pages, not to born-digital pages that already contain selectable text. Check the resulting PDF by searching for words on scanned pages and selecting or copying text. A scanner is only needed when the source material is paper; it is not necessary for electronic originals. See the Judiciary’s e-filing guidance and the Upper Tribunal Immigration and Asylum Chamber electronic-bundle guidance.
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Build the index and bookmarks
Make each index entry an internal hyperlink to the first page of the document it names. Bookmark all significant documents and sections, using short, descriptive titles that identify the document; include its page number in the bookmark. These navigation features let a reader move directly from the index or bookmark pane to the material without searching page by page.
“Each entry in the index must be hyperlinked to the indexed document. All significant documents and all sections in bundles must be bookmarked for ease of navigation, with a short description as the bookmark. The bookmark should contain the page number of the document.”
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This is from the Courts and Tribunals Judiciary’s general guidance, dated 29 November 2021. It is for court hearing e-bundles and remains subject to specific court guidance and individual directions: Courts and Tribunals Judiciary e-filing guidance.
Paginate the bundle and verify the PDF
- Set the bundle order first. Finalize the index and document sequence before applying page numbers. If the index is part of the bundle, the Judiciary’s general guidance counts it as the first pages.
- Apply computer-generated, sequential numbering. The numbers should start at the first bundle page and continue through the bundle. Do not use a numbering scheme that disagrees with the PDF’s actual page sequence.
- Check the displayed page numbers. The PDF page numbering must match the pagination shown in the bundle. The Upper Tribunal guidance says to identify clearly any separate page range for an index.
- Keep paper and electronic copies aligned. If you produce a paper copy, its pagination must match the electronic copy.
- Continue numbering across split parts. If the court’s rules allow or require multiple PDFs, the next part should continue from the final page number of the preceding part, rather than restarting.
These details come from the Judiciary’s general guidance and, for the Upper Tribunal’s filing context, its electronic-bundle guidance.
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Keep pages legible and files within the applicable limit
Check that pages are right-side up, landscape documents remain readable in landscape orientation, and the default PDF view is set to 100%. Optimize the file size without making text difficult to read. Resolution guidance differs: the Judiciary’s general court e-bundle guidance says no greater than 300 dpi; the Upper Tribunal Immigration and Asylum Chamber guidance calls for 200–300 DPI. Follow the applicable court’s instruction rather than treating either figure as universal.
Limits also differ by proceeding and may change. The figures below are specific to the cited guidance; check the live rules and case order before filing.
| Proceeding and source | Stated limit | What it means for the bundle |
|---|---|---|
| Family proceedings — Family Procedure Rules, PD 27A | 350 A4 pages by default | The default may be exceeded only with court permission. |
| Upper Tribunal Immigration and Asylum Chamber | Up to 50 MB for direct filing as a single PDF | If the bundle remains larger after following the guidance, it may be split into the smallest possible number of PDFs; pagination continues from one part to the next. |
These are not interchangeable thresholds: one is a page cap and the other a file-size threshold. The retrieved Family PD 27A and Upper Tribunal guidance pages do not establish their publication or update dates, so confirm the current versions before relying on the numbers. Sources: Family PD 27A and Upper Tribunal guidance.
Name, file, and revise the bundle carefully
The Judiciary’s general guidance calls for a filename containing the case reference, short case name, and bundle content. It also specifies fields for the email subject line. Follow the court’s directions for uploading or sending the file, including any naming, delivery, or paper-copy requirements: Courts and Tribunals Judiciary e-filing guidance.
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If material must be added after the bundle has been sent to a judge, the same guidance says to add new pages at the end and ask the court how to provide them. Unless directed otherwise, send both the new section and the revised bundle: the judge may have marked the original version. Follow any different instruction from the court.
Quick Recap
Final checks before sending
- The court, proceeding, case order, deadline, filing route, and applicable bundle limits have been checked.
- The bundle contains only material relevant and necessary for the court’s task.
- Scanned typed pages have OCR, and the text can be searched in the PDF.
- Every index entry links to the correct document; significant documents and sections have descriptive bookmarks with page numbers.
- Pagination is sequential, matches the PDF, and is consistent across any paper copy or split parts.
- Pages are legible, correctly oriented, and optimized within the relevant technical guidance.
- The filename and delivery method follow the court’s instructions.
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