Create Bundle

A bundle is our term for relating documents that require a signature and questionnaires or ID Checks that need completing. This allows you to receive a single notification when all items of the bundle have been completed, your completion notifications for the individual items within the bundle will show you the items remaining to be completed within the bundle.

By creating bundles, you also have the ability to configure reminders that will be sent if the bundle has not been completed.

To tag documents and questionnaires there will be a parameter called bundleIdentifier which will need to match what you have set here as bundleIdentifier.

The following command block is an example of how to create a case bundle that will email kate.smith@example.com when the bundle has been completed and send a reminder to the client at the specified time if not:

--incase-cmd
{types:CASE_TAG}
{caseReference:ABC123-1}
{bundleIdentifier: welcome-pack}
{bundleRecipients:kate.smith@example.com}
{reminderIdentifier:initial-reminder}
{reminderSendAfter:2days}
{reminderAuthor:Kate Smith}
{reminderTitle:Please complete your Welcome Pack}
{reminderMessage:We are still awaiting your completed welcome pack, please ensure that you complete all items in your todo list for us to be able to proceed with your instructions as soon as possible}
--incase-cmd-end

You can add multiple reminders by copying and completing all the fields that begin with reminder so that they appear multiple times within the command block.

Case Bundle Use Cases

I would like the client to complete the client information questionnaire, and sign the terms and conditions document when signing up at the beginning of the transaction
I would like to have the identity check sent to a central department when it has been completed
I would like to request the client to sign a document and complete the questionnaire whilst scheduling reminders for them if they haven't done this to be sent after 3 days, 1 week and 2 weeks

Create Case Bundle Parameter Definitions

The following table describes the parameters that can be used in the create bundle command block:

Parameter	Type	Required	Default	Repeatable	Description
brackets	Enum: {, [, <	No	{	No	The encapsulating brackets to use
notifySuccess	Email Address	No		No	Who to notify upon successful completion
notifyError	Email Address	No	Email Return Address	No	Who to notify of processing errors, if not specified then the email return address will be used
quietMode	True, False	No	False	No	If true then turn off all notifications
types	CASE_TAG	Yes		No	The type of command to be performed
caseReference	String	Yes		No	The case reference, a unique identifier you use to identify the case
bundleIdentifier	String	Yes		No	An identifier that documents and questionnaires can use to be related to the bundle
bundleRecipients	String	No		No	Comma separated email addresses of the recipients that wish to be notified upon completion
reminderIdentifier	String	No		Yes	An identifier for the reminder so that when sending the command block multiple times the reminders are overwritten rather than added each time
reminderSendAfter	String	No		Yes	Can be either a date and time such as 2026-07-02 14:30 or integer syntax for when to schedule in the future e.g. 1 week 2 days 3 hours 10 minutes
reminderAuthor	String	No		Yes	Teh reminder message author
reminderTitle	String	No		Yes	The reminder message title
reminderMessage	String	No		Yes	The reminder message content

02 July 2026