Section 07 · Evidence Bundles
Compiling a tribunal bundle
Step-by-step guide to setting hearing details, ordering your exhibits, running the health check, and compiling a paginated tribunal bundle PDF in SENVault.
After reading this article you can
- Set appeal reference and hearing date on a bundle
- Use Suggest Order to arrange exhibits correctly
- Run the pre-compile health check and resolve any blockers
- Compile and download a tribunal bundle PDF
Compiling a tribunal bundle takes your ordered evidence items and produces a single paginated PDF with a cover page, table of contents, numbered exhibit dividers, and page-stamped footers.
Before you start
Make sure you have:
- Built a bundle with the documents you want to include (see Building a bundle)
- Your SENDIST appeal reference number (issued when your appeal was registered)
- Your tribunal hearing date
If your appeal has not been registered yet and you do not have a reference number, you can still build and order your bundle, but compilation will be blocked until you add these details.
Step 1: Set hearing details
Open your bundle and select Hearing details. Enter:
- Appeal reference: the reference number issued by SENDIST when your appeal was registered (e.g.
H/26/12345) - Hearing date: the date of your tribunal hearing
These appear on the cover page of the compiled bundle. Both are required before compiling.
Tip
A tribunal hearing countdown appears on your SENVault dashboard once a hearing date is saved. This shows the number of days remaining until your hearing across all your active tribunal bundles.
Step 2: Order your exhibits
The order of documents in your bundle determines the exhibit numbers in the compiled PDF. SENVault provides two ways to set the order:
Manual ordering: drag and drop documents into the order you want. Each document is assigned an exhibit number (E1, E2, E3...) based on its position.
Suggest Order: select Suggest Order to let SENVault arrange your exhibits using a standard SENDIST bundle structure. The ordering logic:
- The EHCP (most recent) is placed first as the working document
- Local authority correspondence follows
- Professional assessments and reports
- School evidence
- Parent evidence and correspondence
- Any remaining documents
Each exhibit is assigned a short rationale badge explaining why it was placed in that position. You can review the suggested order and adjust any items before compiling.
Note
Suggest Order is a starting point, not a prescription. SENDIST does not mandate a specific bundle order, but placing the EHCP first as the working document is standard practice.
Step 3: Run the health check
Before compiling, SENVault runs a pre-compile health check. This checks for:
| Check | Result if failing | |---|---| | Appeal reference set | Blocker, compilation prevented | | Hearing date set | Blocker, compilation prevented | | At least 2 evidence items | Blocker, compilation prevented | | EHCP document present | Warning, you can still compile | | All file types supported | Warning for any unsupported files |
Blockers must be resolved before you can compile. Warnings are advisory, you can compile with warnings present.
Unsupported file types (Word documents, Excel files) will be skipped during compilation. Convert them to PDF first if you need them in the bundle.
Step 4: Compile
Once the health check passes (no blockers), select Compile bundle. SENVault will:
- Fetch all the document files
- Build the cover page with your hearing details and version number
- Calculate page counts for each exhibit
- Generate the table of contents with accurate page references
- Assemble the full PDF with exhibit dividers and page footers
- Save the compiled PDF to your compilation history
Compilation typically takes between 15 seconds and two minutes depending on the number and size of your documents.
Step 5: Download
Once compiled, select Download to save the PDF. The filename includes the child's name, appeal reference, and version number so it is easy to identify.
You can also access previous compilations from the Compilation history tab on your bundle.
Tip
Submit your bundle to SENDIST well in advance of the deadline (typically 10 working days before the hearing). Check the directions in your case for the exact submission deadline and format requirements.
What to do next
- 1
Check your compilation history
The next article explains the compilation history tab and how to manage multiple bundle versions.
- 2
Grant your advocate access
If you are working with an advocate, they can compile and download the tribunal bundle on your behalf once you grant them Vault access.
Next in this section
Secure share links
How to create a secure, time-limited link to share a bundle with an advocate, solicitor, or other professional without sending documents by email.
Related articles
What is an Evidence Bundle?
Evidence bundles are curated collections of documents from your Vault, assembled for a specific recipient or purpose. This article explains what they are and when to use them.
Choosing a bundle template
How to select the right evidence bundle template for your situation, annual review, tribunal, DLA application, or school transition.
Building a bundle
How to add documents to an evidence bundle, organise them into sections, and structure the content for your intended audience.
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