How to Add PDF Bates Numbering into a PDF Document

PDF Document Management 16: Add Bates Numbering

Bates Numbering is a very useful method of indexing legal documents for easy identification and retrieval. You can apply a unique number to one document or to a whole set of documents. You can also add alphanumeric prefix or suffix which might include text such as a set number, case number, firm name or date. The prefix and suffix can make it easier to recognize the central subject matter of the files. You can start the numbering at any point and, when processing more than one document, continue the numbering across the documents.

There are options:

Use Bates Number as the New File Name.
Add Bates number as the PDF header and footer for left, center and right alignment.
Add Bates number and Date in various automatic format.
Bates number format includes Digits and Offset. You can add prefix and suffix.
Change the text string's font encode, font name, font style, font size and font color, transparency, underline, strikethrough and more.
Define the left, right, bottom and top margins from page edge.

Here are the steps on how to Add Bates Numbering:

1. Choose Document Menu > Select a File for More Operations > Bates Numbering

or click Bates Numbering in the Document Toolbar.

2. The PDF Bates Numbering dialog box comes up:

Add the PDF files which will be Bates numbered. You can also drag and drop PDFs into this dialog. Arrange them in the order in which you want the Bates numbers to appear.

Click Add a PDF File to add PDF files that you wish to add bates numbering. Each files name, total pages and location are displayed. You can't add the same file twice. Press Ctrl Key to select multiple PDF files in the File Selection Dialog.

Add PDF Files under a Folder: Select a folder and all the PDF inside this folder will be added.

To move a file up or down the file list, select the filename and click Move Up or Move Down as needed.

To remove a file from the file list, select the filename and click the Remove.

To sort the files using the file name, Click Sort.

Select a folder to store all the new PDFs with bates numbering. All the new PDF files must be in a different folder.

Use Bates Number as the New File Name.

Open this folder automatically after PDF bates numbering.

3. When you have added all the files to be Bates numbered and have the files in the desired sequence, click Next to set the PDF Bates Numbering Properties.

Click the Reset button to remove the last saved properties.

Use the three header text boxes and three footer text boxes, type the text that you want to appear in any of these locations, and then do any of the following:

To add automatic bates numbering, click inside one of the header or footer text boxes, and click the Insert Bates Number button. You can add prefix before "<<" or suffix after ">>".

The syntax of bates numbering: <<Bates#7#Offset#20>> where 7 is digits and 20 is Offset.

To add the date of creation, click inside one of the header or footer text boxes, and click the Insert Date button.

To select formatting for automatic entries, select the Bates Format or Date Format combo.

Note: You can combine text with dates and page numbers. You can also add several lines of text to an entry. Text typed in the Left, Center, and Right boxes appears left-aligned, centered, and right-aligned, respectively.

Font Properties: Select your preferences for the encode, name, embed, style, color, size, Underline or Strikethrough.

Margin from Edges: As needed, change the values in the Top, Bottom, Left, and Right options to adjust the margins within the header and footer.

Page Offset: Add the page offset number to Bates Numbering. It will be used when Insert Bates Numbering is clicked.

Transparency: The transparency of the text for the bates numbering.

4. Click Next to see the new PDF files with bates numbering.