{"id":7829,"date":"2018-01-15T16:46:10","date_gmt":"2018-01-15T16:46:10","guid":{"rendered":"https:\/\/www.investintech.com\/resources\/blog\/?p=7829"},"modified":"2019-12-04T10:46:16","modified_gmt":"2019-12-04T10:46:16","slug":"bates-numbering-101-history-usage-and-tutorial","status":"publish","type":"post","link":"https:\/\/www.investintech.com\/resources\/blog\/archives\/7829-bates-numbering-101-history-usage-and-tutorial.html","title":{"rendered":"Bates Numbering 101: History, Usage and Tutorial"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2018\/01\/Bates-Numbering-101.png\" alt=\"Bates Numbering 101\" class=\"wp-image-7830\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2018\/01\/Bates-Numbering-101.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2018\/01\/Bates-Numbering-101-300x225.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2018\/01\/Bates-Numbering-101-768x576.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>A Brief History<\/strong><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">The Bates Numbering Machine (also known as the Bates Stamper) was invented in the late 19th century by <\/span><i><span style=\"font-weight: 400;\">Edwin G. Bates<\/span><\/i><span style=\"font-weight: 400;\">. Mr. Bates had one objective <\/span><span style=\"font-weight: 400;\">in<\/span><span style=\"font-weight: 400;\"> mind &#8211; to simplify and increase the effectiveness of document identification and information retrieval. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Back in the old days, this was a manual process. Each page had to be hand stamped with the Bates Stamper in order to index the page with a four-digit sequence. Fortunately, with the transition from paper to electronic documents, this manual method was phased out. Now, thanks to the rise of technology, documents can be \u201cstamped\u201d with <\/span>&nbsp;<a href=\"https:\/\/www.investintech.com\/\"><span style=\"font-weight: 400;\">Able2Extract<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Definition &amp; Usage<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/en.wikipedia.org\/wiki\/Bates_numbering\" target=\"_blank\" rel=\"nofollow\"><span style=\"font-weight: 400;\">Bates Numbering<\/span><\/a><span style=\"font-weight: 400;\">, also known as <\/span><i><span style=\"font-weight: 400;\">Bates Stamping<\/span><\/i><span style=\"font-weight: 400;\">, is an indexing method used for legal, business and medical documents (PDFs in most cases). Bates Numbers are perceived as digital reference points used to uniquely identify and label each page in a set of documents. &nbsp;<\/span><\/p>\n\n\n\n<!--more-->\n\n\n\n<p><span style=\"font-weight: 400;\">Bates Numbering is a feature that legal professionals welcome. After all, it\u2019s mainly used in the field of law. Needless to say, legal documents can contain thousands of pages and indexing those pages with Bates Numbers makes retrieving information out of them an effortless task. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">By applying sequential numbering to PDF documents, you\u2019re making the task of organizing and identifying important documents a lot easier. For instance, a paralegal can instantly search the document and locate the page containing information a lawyer needs to reference during a deposition. It goes without saying that this is a huge time and money saver. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">This is accomplished by assigning specific identifiers (numeric or combination of letters and numbers) such as case ID numbers, dates or company names to each PDF page. By default, Bates Numbers are located in the header or footer of the pages and can include a prefix and or a suffix or even to be combined with the existing header and footer text. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Now that you know <\/span><span style=\"font-weight: 400;\">some of the benefits of <\/span><span style=\"font-weight: 400;\">digitally adding<\/span><span style=\"font-weight: 400;\"> Bates Numbers <\/span><span style=\"font-weight: 400;\">to your documents<\/span><span style=\"font-weight: 400;\">, it\u2019s time to show you how to <\/span><span style=\"font-weight: 400;\">use<\/span><span style=\"font-weight: 400;\"> Able2Extract\u2019s Bates Numbering feature in the guide below.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\"><strong>How to Add Bates Numbering to a PDF<\/strong> <\/span><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Able2Extract has a good handful of <\/span><a href=\"https:\/\/www.investintech.com\/resources\/blog\/archives\/7237-able2extract-pro-features-for-lawyers.html\"><span style=\"font-weight: 400;\">features for lawyers<\/span><\/a><span style=\"font-weight: 400;\">, with Bates Numbering being the most prominent one. Here\u2019s how to apply Bates Numbers to your legal PDF documents and get the most out of the feature.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Able2Extract Professional 12: Bates Numbering\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/YmXVaC_5IlA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">With <\/span><b>Able2Extract Professional<\/b><span style=\"font-weight: 400;\">&nbsp;this can be done in <\/span><i><span style=\"font-weight: 400;\">3 easy steps. M<\/span><\/i><span style=\"font-weight: 400;\">ake sure to download the free <\/span><span style=\"font-weight: 400;\">trial<\/span><span style=\"font-weight: 400;\"> and follow along:<\/span><\/p>\n\n\n\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link\" href=\"https:\/\/www.investintech.com\/prod_downloadsa2e.htm\">Download Free Trial<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400;\"><strong>Step 1 &#8211; Open Your PDF<\/strong> <\/span><\/h3>\n\n\n\n<p><strong>Open<\/strong> the PDF file you want to apply Bates Numbering to. <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Open-PDF-1024x684.png\" alt=\"Open PDF File\" class=\"wp-image-9771\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Open-PDF-1024x684.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Open-PDF-300x200.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Open-PDF-768x513.png 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Open-PDF.png 1026w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2 &#8211; Insert Bates Numbering<\/strong><\/h3>\n\n\n\n<p>Switch to the <strong>Edit Document<\/strong> tab and click on the<strong> Add Bates Numbering<\/strong> icon. A pop-up window will appear.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Adding-Bates-Numbering-1024x684.png\" alt=\"Adding Bates Numbering to PDF\" class=\"wp-image-9772\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Adding-Bates-Numbering-1024x684.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Adding-Bates-Numbering-300x200.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Adding-Bates-Numbering-768x513.png 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Adding-Bates-Numbering.png 1026w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3 &#8211; Customize Bates Numbering<\/strong><\/h3>\n\n\n\n<p>In this window, you can fully customize your Bates Numbers. Able2Extract Professional allows you to make a number of modifications before indexing the document:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li style=\"font-weight: 400;\"><b>Text<\/b><span style=\"font-weight: 400;\"> &#8211; <\/span><span style=\"font-weight: 400;\">I<\/span><span style=\"font-weight: 400;\">nclude personalized text such as names, case numbers\u2026<\/span><\/li><li style=\"font-weight: 400;\"><b>Counter<\/b><span style=\"font-weight: 400;\"> &#8211; <\/span><span style=\"font-weight: 400;\">D<\/span><span style=\"font-weight: 400;\">esignate the starting number and the number of digits &nbsp;<\/span><\/li><li style=\"font-weight: 400;\"><b>Date <\/b><span style=\"font-weight: 400;\">&#8211; &nbsp;Choose the appearance of the date format (m\/d, m\/d\/yy\/, mm\/dd\/yyyy\u2026)<\/span><\/li><li style=\"font-weight: 400;\"><b>Page<\/b><span style=\"font-weight: 400;\"> &#8211; <\/span><span style=\"font-weight: 400;\">I<\/span><span style=\"font-weight: 400;\">nclude and format the page numbers (1, 001, Page 1\u2026)<\/span><\/li><li style=\"font-weight: 400;\"><b>Page Range<\/b><span style=\"font-weight: 400;\"> &#8211; Determine whether Bates Numbering will apply to the entire document or a specific range &nbsp;<\/span><\/li><li style=\"font-weight: 400;\"><b>Font<\/b><span style=\"font-weight: 400;\"> &#8211; Modify the Bates Numbering font name, size, and color &nbsp;<\/span><\/li><li style=\"font-weight: 400;\"><b>Position<\/b><span style=\"font-weight: 400;\"> &#8211; Define the position of the Bates Numbers (Top right, Bottom left\u2026)<\/span><\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Customizing-Bates-Numbering-1024x684.png\" alt=\"Customizing Bates Numbering\" class=\"wp-image-9773\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Customizing-Bates-Numbering-1024x684.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Customizing-Bates-Numbering-300x200.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Customizing-Bates-Numbering-768x513.png 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Customizing-Bates-Numbering.png 1026w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p>Once you\u2019re done with configuring your Bates Numbers, just click on the <strong>Add<\/strong> button at the bottom of the window and your customized\u00a0 Bates Numbering will be applied to the PDF document.<\/p>\n\n\n\n<p>If you don\u2019t need to make any further modifications to your PDF file, make sure to save the changes using the <strong>Save<\/strong> icon located under the <strong>File<\/strong> tab.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Indexed-PDF-Document-1024x684.png\" alt=\"Indexed PDF Document\" class=\"wp-image-9774\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Indexed-PDF-Document-1024x684.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Indexed-PDF-Document-300x200.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Indexed-PDF-Document-768x513.png 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2019\/12\/Indexed-PDF-Document.png 1026w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p><em>*Note: If you want to <\/em><strong>Remove Bates Numbering<\/strong><em> or if you made a mistake and need to start from scratch simply click on the <\/em><strong>Remove Bates Numbering<\/strong><em> icon.\u00a0<\/em><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Originally, it took people hours to properly label and process their paperwork. Today, no time is wasted on such <\/span><span style=\"font-weight: 400;\">a<\/span><span style=\"font-weight: 400;\"> mundane task as sifting through and indexing PDF documents. The process is automated and complex documents can be handled in a matter of minutes. All you need is a <\/span><a href=\"https:\/\/www.investintech.com\/\"><span style=\"font-weight: 400;\">professional PDF converter and editor<\/span><\/a><span style=\"font-weight: 400;\"> and you<\/span><span style=\"font-weight: 400;\">\u2019re<\/span><span style=\"font-weight: 400;\"> all set to go. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Have you already tried Able2Extract\u2019s Bates Numbering option? How do you like it? Leave us your thoughts in the comment section below. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Brief History The Bates Numbering Machine (also known as the Bates Stamper) was invented in the late 19th century by Edwin G. Bates. Mr. Bates had one objective in mind &#8211; to simplify and increase the effectiveness of document identification and information retrieval. Back in the old days, this was a manual process. Each &#8230; <a title=\"Bates Numbering 101: History, Usage and Tutorial\" class=\"read-more\" href=\"https:\/\/www.investintech.com\/resources\/blog\/archives\/7829-bates-numbering-101-history-usage-and-tutorial.html\" aria-label=\"More on Bates Numbering 101: History, Usage and Tutorial\">Continue reading \u2192<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,332],"tags":[50,56,39,98,59,122,239],"class_list":["post-7829","post","type-post","status-publish","format-standard","hentry","category-investintech-tips","category-tech-tips-tutorials","tag-able2extract","tag-pdf","tag-productivity","tag-technology","tag-tips","tag-tutorial","tag-work-productivity"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Bates Numbering 101: History, Usage and Tutorial<\/title>\n<meta name=\"description\" content=\"Don&#039;t miss this guide on Bates Numbering. 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