Organization Admin: Assign Bates

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

To assign Bates numbers to documents, first open a results table of the documents and ensure that they are in the desired order. Then, click the Assign Bates option under the Batch icon.

Enter the desired Bates prefix and Begin Bates number, and then click Assign Bates.

On Everlaw, assigned Bates values are stored in the Other Bates metadata field.

Note that these assigned 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.