How does Bates Numbering work in Soda PDF?

Soda PDF allows you to add custom bates numbering to your documents.

This article will cover the following topics:

 

Applying Bates Numbering

Soda PDF provides you the ability to add personalized Bates numbering to your documents. Each time you apply Bates Numbering you will be able to customize the specifics for that batch of files.

  • Open the Home tab.
  • Click on Batch.

 

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  • In the Batch window choose Bates Numbering.

 

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You will need to add the files you would like to number. The numbering will be applied sequentially across the pages of each file.

As an example, you have two files, file A is 10 pages and file B is 3 pages. The numbering of the last page of file A will be 0010 and the first in file B will be 0011.

There are 3 ways you can add files:

  • Add Files will let you browse your computer and choose individual files.
  • Add Folder will let you add all the files in a folder from your computer at once.
  • Add Opened will instantly add any files you have open in Soda PDF.

 

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  • You can drag and drop the files to rearrange them.
  • You can remove the selected file with the Remove from list button.

 

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After the files are added you can proceed with configuring the settings for the bates numbering. On the right-hand menu, you can find 3 sections - Adjust, Customize, and Save.

 

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In the Adjust section you can:

  • Add the Prefix, Suffix, and starting number.
  • You can preview it next to Format.

 

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  • Under Pages to Apply you specify which pages in a document will be numbered. Please note this applies across all of your documents.

 

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  • If Bates Numbering already exists in the document you can choose either Replace existing or Add to existing.

 

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In the Customize section you can:

  • Configure the font settings.

 

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  • Under Rotation you can enter an angle (degree) or click on the A that reflects the direction you want to use.

 

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  • Move the slider under Opacity to alter the transparency of your numbering.

 

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  • Toggle the switch under Location to set your numbering in front of or behind your document elements.


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  • Under Position you can choose where on your page the numbering should be applied, select the appropriate box.

 

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  • Under Margin you can configure the margin sizes for your documents, this will shift the location of the boxes for the position.

 

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  • Toggle the switch under Increase page size to fit Bates number to have Soda PDF automatically update your page size to ensure your numbering is correctly displayed.

 

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In the Save section you can:

  • Click on the folder icon to pick the folder where your numbered files will be saved.


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  • You can tick the box to overwrite the existing files.

 

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You can configure the names for the files:

  • Keep Original will use the names already given to the files.
  • Add will let you add a prefix or suffix to each file.
  • Bates Numbers will swap the file names for the Bates Number(s) assigned to that document.

 

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  • Click on BATCH to proceed with numbering your files.

 

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  • Click on DONE to close the summary screen.

 

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Removing Bates Numbering

  • Open the Home tab.
  • Click on Batch.

 

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  • In the Batch window, Batch Remove section click on Bates Numbering.


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You will need to add the files that need their indexing removed. There are 3 ways you can add files.

  • Add Files will let you browse your computer and choose individual files.
  • Add Folder will let you add all the files in a folder from your computer at once.
  • Add Opened will instantly add any files you have open in Soda PDF.


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  • Clicking on Remove from list will remove the highlighted file.

 

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  • You can select the page range to remove the bates numbering from in the Adjust section on the right.

 

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  • In the Save section you can choose the place to save the files and their names.

 

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  • Click on Remove to remove the Bates Numbering.

 

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  • Click on DONE to close the summary.


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We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.

       

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