Section 07 · Evidence Bundles

Building a bundle

How to add documents to an evidence bundle, organise them into sections, and structure the content for your intended audience.

For Families

Updated 8 May 20263 min readReviewed by SENVault Team

After reading this article you can

Add documents from your Vault to a bundle
Reorder and organise documents within sections
Add and rename sections to fit your structure

Once you have created a bundle from a template (or blank), the next step is populating it with the relevant documents from your Vault and structuring them in a logical order for your audience.

Adding documents

Open your bundle

From Evidence Bundles, select the bundle you want to build. The bundle editor shows the current sections and any documents already included.

Select Add documents

Choose from the documents already in your Vault. You can filter by category (medical, school, EHCP, correspondence), by date, or by keyword search.

Choose which documents to include

Select the documents relevant to this bundle. You do not need to include everything, a focused bundle of the most relevant evidence is more effective than an overwhelming collection.

Assign each document to a section

When adding documents, assign them to the relevant bundle section. You can reassign later if needed.

Organising your bundle

Within each section, drag to reorder documents. The order within a section determines the page order in the exported PDF.

A well-organised bundle typically follows this logic:

Background documents first: EHCP, diagnosis letters, early professional reports
Recent evidence: current professional reports, recent assessments
Communications: relevant correspondence with the LA or school
Parent views: your own statement or notes last, as context for everything that precedes it

If you are building a tribunal bundle for a SENDIST appeal, the bundle editor includes a Suggest Order button. This arranges your documents using a standard tribunal structure, placing the EHCP first as the working document and ordering the remaining exhibits by type. You can review and adjust the suggestion before compiling.

Adding and managing sections

You can add new sections, rename existing ones, and reorder sections within the bundle. To add a section:

Select Add section
Give the section a clear name ("Section F provision, professional evidence" or "Correspondence with LA 2025–2026")
Add documents to it

Sections appear as chapters in the exported PDF with a divider page.

What not to include

Resist the temptation to include everything. For each document, ask: does this add something that the audience needs to understand or act on? If the answer is no, leave it in the Vault but not in this bundle.

Duplicate evidence (two reports from the same professional covering the same period) should be pared down to the most recent or most relevant.

What to do next

1
Add your key documents to the bundle
Open your bundle and add the 5–10 documents most relevant to your immediate purpose.
2
Read about bundle annotations
The next article explains how to add short annotations to documents within your bundle to draw attention to key passages.

Next in this section

Bundle annotations

How to add short annotations to documents in your bundle to highlight key passages and guide your audience to the most important evidence.

Open the app

Try this in SENVault

Build, annotate, and share structured evidence packs for meetings and tribunals.

Open SENVault