Bundles

How bundles work

• Paid once. A bundle is a one-time purchase, charged to the card on file on its own invoice. Nothing renews.
• Kept for 12 months from the purchase, whatever plan your organization moves to — Free included; then the unused units expire.
• Used after your plan's own allowance, the units that expire first used first.
• For paid plans. Bundles are bought on Essentials and Professional. During the trial or on the Free plan, choose a plan instead.
• No automatic top-ups. Administrators are warned at 80% and 100% of an allowance; a bundle is only ever bought by an Administrator's click.
• Not refunded or exchanged, and unused units are not credited (Terms, section 9.2).

Buying a bundle

An Administrator buys a bundle from the allowance banner, from the page of a request waiting for your allowance (Add requests), from the New assessment panel (Add assessments) or in Settings → Subscription → Bundles and storage. Before anything is charged, the dialog shows the price, plus tax, in your subscription's currency, and the last four digits of the card it will charge.

• The units usually arrive within seconds. Requests waiting for your allowance are covered at once, the one due first first.
• If your bank asks you to confirm the payment, or the card is declined, nothing is added: the invoice page opens so you can confirm or pay with another card. Waiting requests keep their due dates meanwhile.
• One click is one purchase — you are never charged twice, even if you click twice or retry after a lost connection.
• Members who are not Administrators see whom to ask instead of a button.

Requests

A request that arrives when your allowance is used up is still recorded with its due date and its acknowledgement; its case work waits for a request from your allowance. A request bundle unlocks waiting requests at once, the earliest due first.

Assessments and audits

Past the allowance, a new assessment cannot be started until more arrive. Assessment bundles count privacy assessments — PIAs, DPIAs, AIAs and threat-risk assessments — and, on Professional, audits. An update assessment never counts.

AI tokens

For organizations with the AI Assist add-on: tokens from a bundle are used once the month's 1,000,000 are spent, so Ask AccessPoint and AI suggestions carry on before the next month.

Paid once, plus applicable taxes, in your subscription's currency: CAD and USD at the same numbers, EUR in the euro area, GBP in the United Kingdom.

OCR pages Coming later

A bundle of 500 pages of text recognition, for months when scanning runs past the 2,000 pages included with AI Assist — or with the OCR add-on, also coming later. It goes on sale when the monthly page allowance becomes a firm limit; until then, a bundle would add nothing.

Media minutes Coming later

A bundle of 60 minutes — processing or transcription — for the Media add-on, used after the month's 300 and 300. Like OCR pages, it goes on sale when the monthly minutes become a firm limit.

Discounts on bundles

A partner's percentage discount applies to bundles when the partner's offer includes them: the dialog shows the discounted price, and the list price it is taken from, before you buy. A plan given free — a 100%-off code — does not make bundles free. See promotion codes.

More storage?

Storage is not a bundle: extra storage is an add-on of 100 GB, billed with your plan.