How to Remove Endorsements/Bates

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".
   

    

   

2. Remove Endorsements:

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

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".

   
   

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