How to Remove Endorsements/Bates

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Occasionally, you may need to remove (and potentially reapply) endorsements to a particular document set.  In order to accomplish such, take the following steps:

  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 documents unintentionally with/without endorsements.

    To verify stamping is complete, check that the "Processing Status" section under DATA > Imports reads "There are currently no active jobs".

    check_stamping_status.png

  2. Remove Endorsements:

    Removal of endorsements takes place at the folder level.  To begin the removal of endorsements in Review, click REVIEW > three dot drop-down next to your folder > and click "Remove Numbering & Endorsements".

    ENDORSE_Remove_Endorsements_2019.png

  3. Verify removal of endorsements is complete:

    Just as above, 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.

    To verify endorsement removal is complete, check that the "Processing Status" section under DATA > Imports reads "There are currently no active jobs".

    check_stamping_status.png

    Additionally, it is recommended you verify the first and last documents in the folder no longer bear a Bates number on each page.

Important Notes:

  • If reapplying your endorsements, make sure to reset the next number in your endorsement template!
  • When Removing Numbering & Endorsements, there is a 100,000 document limit per action.

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