Assigning Bates Numbers in DocReviewPad

Bates numbers can be applied when importing documents or later during review. DocReviewPad provides flexible options to control how the numbering appears on each page.

For information on customizing the appearance of Bates numbers, see Bates Stamp Options in DocReviewPad.

Organizing Before Bates Numbering

At the beginning of a case, import documents and organize them into folders such as exhibits or deposition transcripts.

Key pleadings—such as complaints, responses, and court orders—are often kept at the top level of the case.

Large PDFs are easier to manage if they are split into smaller sections before importing. This also helps ensure Bates numbers are applied in the intended order.

Assigning Bates Numbers

If Bates numbers were not assigned during import, you can apply them later before generating reports or exporting production sets.

How to Assign Bates Numbers

1. Tap Select.,

2. Select the document(s) or folder(s).

3. Tap or click Edit.

4. Select Assign / Edit Bates Numbers.

5. Enter a Prefix, optional Separator, and Starting Number.

6. Adjust Location, Size, Border, and Background Color as needed.

7. Review the Preview to confirm how the Bates label will appear.

8. Tap or click Apply to apply the numbering.

Remove Bates Numbers

If needed, you can remove Bates numbers from selected documents.

How to Remove Bates Numbers

1. Tap or click Select.

2. Select the document(s) or folder(s).

3. Tap Edit.

4. Select Assign / Edit Bates Numbers.

5. Tap Remove Numbering.

6. Confirm you want to Remove Numbering

Understanding Numbering Order

When assigning Bates numbers to multiple folders, DocReviewPad applies numbering in alphanumeric order across all selected files, regardless of folder hierarchy.

This means the folders themselves do not determine the numbering order.

If certain documents need to receive numbers first, place them in a folder and assign Bates numbers to that folder before numbering the remaining documents.