How to Create Endorsement Templates

Create reusable templates for marking up images. Accessed from SETTINGS > Export/Exchange tab and click "Create New". 

Note: In Prep, these same settings can be found via More > SETTINGS > Export/Exchange.

An endorsement template defines how images will be marked as part of a export, as well as defining where native placeholders should be generated. 



A native placeholder is a single-page image referencing an original native file. Native placeholders receive a single number in the endorsement process regardless of the page count of the original file.  

1. Naming: Simply name your template. We recommend a name that will be descriptive of the template's further use. 
2. Numbering Pattern: Define a numbering pattern (e.g. Bates).

3. Numbering Exceptions: Specify file extensions and/or patterns that should receive native placeholders instead of individual images for each page.

   For example:
   Adding “xl*” (any xls, xlt, xlsx, etc) will create a native placeholder image with a single Bates stamp, instead of one Bates per page of that document.

   Note: Documents without associated images automatically receive native placeholders.

4. Additional Endorsements: Use this field to input any custom/additional endorsements you wish to make with the particular template. Add as many as needed.

5. Save your new endorsement template and reuse as needed in your case.

Click here for information on how to apply your endorsement template to documents.