How to Assign and Remove Bates/Endorsements on an Individual Document

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Occasionally, you may need to assign a Bates number/Endorsement on an individual document, as opposed to a comprehensive folder.

Apply Bates/Endorsements on an Individual Document

  1. Navigate into the individual document to which you would like to apply the endorsement.
  2. Click on the Pencil_Icon.png icon at the top of the page to apply individual assignments or endorsements.

    Assign_Numbering_Pattern_on_Individual_Documents.png
  3. Enter the Bates number of the first page, then choose from the following options:

    1. Also Endorse - Select this option if the document also needs to be stamped. If the document has been stamped already, leave unchecked.

    2. Apply to all valid pages - By selecting this option, Nextpoint will take the first number and assign the remaining pages sequentially.

  4. When finished, click "Save" and the document will begin processing.

 

Remove Bates/Endorsements on an Individual Document

  1. Verify initial endorsements are complete:

    It is important to verify all stamping is complete prior to initiating any endorsement removal OR the export process. Neglecting such will likely result in the document having mixed Bates numbers.
  2. Remove Endorsements:

    To remove the individual document endorsements, navigate to the document which you would like to modify.

    Click on the Pencil_Icon.png icon and delete the existing Bates number value so there is no value in the box, check Also Endorse, and Apply to all valid pages.  This will remove the existing Bates number endorsements from all pages of that particular document.

    Remove_individual_endorsements.png

  3. Verify the removal of endorsements is complete:

    Just as during the application of endorsements, it is important to verify all endorsement removal is complete prior to initiating any re-endorsement.  Neglecting such will likely result in documents unintentionally with/without endorsements.

If you would like to bulk apply endorsements to an entire folder, follow the steps here.

 

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