This feature is available in the Enterprise version of PDF Converter
Professional.
Bates Numbering is a procedure used primarily in legal, medical, and
business areas to uniquely identify each page in a set of documents by
assigning a series of self-incrementing numbers. The Bates number appears
as a header or footer on specified pages (typically and by default on
all pages). The Bates number can include a prefix and/or a suffix, and
it may be combined with other header
and footer texts which may be user-defined wordings or predefined
items placed by macros (such as page numbers or document properties such
as Subject, Title, Author etc.). The Bates number itself is placed
into a header or footer as a macro.
Once the files to be Bates numbers are defined, you move to the Headers
and Footers dialog box. Its macro list will offer Bates numbering as the
first choice. You can however move to different choices and create a header
or footer that does not include a Bates number. Bates numbers do
not organize or index your documents in any way, nor modify their names.
Note
Bates Numbering is not available for encrypted files or
those protected by digital signatures.
Adding a Bates Number
Select Document > Bates Numbering > Add
.. to open the Add Bates Numbers dialog box.
Click Add Files
... The Open dialog box is displayed.
Select one
or more files to add them to the numbering queue. A folder selection
is also possible. To include any files currently open in PDF Professional,
choose Include the opened documents.
To change
the order of files already in the queue, select the file and click
Move Up or Move
Down, or click Delete Files
to remove the selected file from the queue.
The Preview button lets you check that
you have chosen the intended documents for stamping. It is important
to fix the desired file order before stamping.
Click Output
to display the Add Bates Numbers - Output Rules dialog box.
Specify the
destination folder: choose the same folder where the original file
is located, or click Browse
to choose another.
Define file
naming rules: you can keep the original names, add a prefix and/or
a suffix to them, or replace them by a starting and ending Bates number
as shown in the on-screen example.
Decide if
you want overwrite existing files or keep them under unique names.
You can create
an automatic log file: click Browse
to choose a location to save it.
Click OK to return to the Add Bates Numbers
dialog box.
Click OK in
the Add Bates Numbers dialog box to call the Header and Footer dialog
box.
Select an existing scheme in the drop-down list if
you have a suitable one. Choose Extend
numbering from preceding job with currently selected scheme
to make the Bates numbering for documents processed with this scheme
continuous.
In the Macros selection box, choose Bates Number and
click Settings.
In the Bates Numbering Options dialog box, specify
the number of digits (between 6 and 15) to be used, the starting number,
and, if you want, a prefix and/or a suffix for the Bates Number to
be stamped on your document, then click OK.
Specify the area where Bates Numbers should be stamped
and click Insert Macro.
For the remaining settings, see Headers
and Footers.
Note
You can apply more than one Bates stamp to a document;
be sure to specify a different location for a second stamp.
Be sure also that the Bates stamp location does not collide
with any existing header or footer texts. To see this in the preview area,
you must save the header and footer data to a named scheme, and then load
the scheme. If you apply headers and/or footers without saving the scheme,
you will not see these elements.
Removing Bates Stamps
Select Document > Bates Numbering > Remove
... to permanently remove Bates numbers from currently open files.
Other header and/or footer elements, if any, are retained.
An information box instructs you how to interpret
the results of the operation.
Note
Bates stamps applied from other PDF programs or created
with other tools may not be recognized by PDF Converter Professional.
You should visually confirm stamp removal.
If you insert pages into a PDF document that is Bates
stamped, the inserted pages are not stamped and the Bates numbering remains
unchanged. If you delete stamped pages, the Bates numbering will no longer
be consecutive.
