Organize Large PDFs Before Import
If you have a large PDF containing multiple categories of documents, split it into logical sets before importing. For example, in a medical case you might separate ED Records, Nurses Notes, and Operative Reports. DocReviewPad’s Split and Extract function can do this!
Using a tool like Adobe Acrobat’s Organize Pages—creates a smoother review experience and lets you focus on issue coding, highlighting, and adding notes.
Plan Your Bates Numbering Strategy
Some users assign Bates numbers when importing; others prefer to review documents first and only assign Bates numbers to the documents they will produce to opposing counsel. This approach prevents gaps in numbering.
More Information:
Help Center: Assigning Bates NumbersBlog Post: Customizable Bates Numbers
Blog Post: Best Way to Bates Stamp
Standardize OCR for Search Accuracy
When scanning documents, run OCR (Optical Character Recognition) to enable full-text search in DocReviewPad. For best compatibility, use a standardized process such as Adobe Acrobat’s OCR engine. Some third-party PDF tools can produce OCR results that cause issues in many apps.
Export to TrialPad for Presentation
After review in DocReviewPad, you can export documents to TrialPad. Any Issue Code you create will become a folder in Key Docs. Documents or pages tagged with those Issue Codes will be imported into that folder and also remain in the Documents section of TrialPad.
More Information:
Help Center: DocReviewPad Export to TrialPad