Assign Other Bates

Database Admins and Organization Admins can assign Bates numbers to pre-produced documents for easy reference during your review and post-review workflows. These assigned Bates numbers will not be burnt into your documents until the documents go through production.

Note: Other Bates numbers can only be assigned to and removed from documents that were initially processed by Everlaw. 

To assign Bates numbers to documents:

  1. Open a results table of the documents.
  2. Ensure that documents are in the desired order, as Other Bates numbers will be assigned in the order in which the documents are sorted in the results table.
  3. Select Batch > Assign or remove Other Bates.

    This opens the Assign or remove Other Bates dialog.
  4. Enter the desired Bates Prefix and begin Bates number.

    If you want to assign Bates numbers with no Bates prefix leave the Prefix field empty.
    Alternatively, to remove previously assigned Bates values, select Remove Other Bates.
  5. Select Apply.

When you apply Other Bates, they are applied at the per page level. For example, if you assign TEST 0001 to your selected documents, and the first document in the group is 3 pages, the next document will have TEST 0004 as its Other Bates assignment. 

To change assigned Other Bates values, overwrite the current values by reassigning the new values. You don't have to remove the previous values before assigning the new values.

To have zero padding on the assigned Other Bates value, add the zeros in the starting prefix and the rest of the Other Bates will dynamically adjust to the appropriate zeros (e.g. 0001, 0011, 0131, etc.)

On Everlaw, assigned Bates values are stored in the Other Bates metadata field. This means that the Other Bates value will persist for that document across all projects in the database, not just the project in which the Other Bates number was assigned.

Note: Other Bates numbers will not be burnt into your documents until you have produced the documents. If you would like to use the assigned Bates numbering in your production protocol, select the option to Use Other Bates metadata for numbering during production configuration.

To view the Other Bates values in the results table: 

  1. Select View > Add or remove columns.

    This opens the Add or remove columns dialog.
  2. From the list of columns provided, select Other Bates.
    Add Other Bates column to table.png
  3. Select Save.

If you are based in Australia, and would like to learn more about assigning document IDs and other production options please visit this article.

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