Bates Numbering (Pro Only)

What’s Bates Numbering?

Bates numbering is used in the legal, medical, and business fields to place identifying numbers and/or date/time-marks on images and documents. These numbers may be solely numeric or may contain a combination of letters and numbers. It is a unique serial number attached to every page of a document collected and is also a method of indexing legal documents for easy identification and retrieval. 

Add Bates Numbering

1. Choose Organize > Bates Numbering > Add.
2. In the “Add Bates Numbering” dialog box, add files (from local drives or ECM), folders or opened files by clicking Add Files, Add Folders or Add Open Files. (Tip: You can also add files by directly dragging and dropping them to the box.) 
3. (Optional) In the files list, you can change the order in which Bates numbers are assigned. You can reorder the files by Name/Location/Size/Modified Time by clicking the corresponding column name. Alternatively, reorder the files manually as desired by clicking the Move Up/Down button, or by dragging and dropping the file in the list. Select a file and click the Remove button to delete it, if necessary.

4. Click Output Options. Here, you can set the target output folder, name the file and create the log file in the dialogue box. Click OK to exit the box after completing these settings.

   Tip: When naming output files, if you select Add to original file names, you can enter the string “%BATES_NUMBER_KEY%” in the Insert Before or Insert After boxes to add the range of Bates number to the filenames (e.g., “0001-0020[original document name].pdf”). 

5. Click OK and a dialog box to add Headers and Footers will pop up for you to insert Bates Numbering on the PDF documents.
6. Select Bates Number in the Macro menu, and then click Insert.
7. Another dialog box will appear for setting the number of digits (any number from 3 to 15), the increment, the start number, rotate angle and the prefix/suffix, if needed. (Tip: Setting the value of the increment to a negative number reverses the order of the Bates numbering.) Click OK to finalize the setting. 
8. Click OK.

Remove Bates Numbering

Choose Organize > Bates Numbering > Remove All.