The Bates panel controls automatic Bates numbering for new file uploads. Toggle automatic stamping on or off, and configure the stamp's mode, position, prefix, suffix, start index, digit padding, font, size, and color. A live preview updates as you adjust settings.
Bates stamp visual preview
When automatic Bates numbering is enabled, a visual preview appears at the top of the configuration area. It shows a miniature page with your stamp positioned exactly where it'll appear on actual documents, using your chosen font, size, and color.
Automatic Bates numbering toggle
The Automatic Bates Numbering switch controls whether new files uploaded to the case are automatically stamped. When enabled, the full configuration form appears below. When disabled, you can still apply Bates numbers manually to individual files. For complete details on all Bates workflows, see the Bates numbering section.
Bates numbering configuration options
The following fields control the format and appearance of the Bates stamp:
- Mode - Choose between Page mode (each page gets a unique number) or Document mode (each document gets one number applied to all its pages).
- Position - Select where the stamp appears: Auto (intelligent placement), Bottom Right, Bottom Left, Top Right, or Top Left.
- Prefix - Text prepended to the number (for example, "ABC" or "DOC_"). Up to 20 characters. Defaults to "DOC_" in Document mode and "PAGE_" in Page mode unless you override it.
- Suffix - Text appended after the number (for example, "-PRIV"). Up to 20 characters. Optional.
- Start Index - The first number in the sequence. Defaults to 1.
- Digits - The number of zero-padded digits (for example, 6 digits produces "000001"). Range: 1 to 15.
- Font - Helvetica, Arial, Franklin Gothic, Times New Roman, or Courier.
- Size - Font size in points. Range: 8 to 72.
- Color - Black, White, Orange, or Red.
Global stamping options
Two toggles appear at the top of the panel and apply to both automatic and manual Bates stamping:
- Auto-adjust for landscape pages - When enabled, the stamp position adapts for landscape-oriented pages so it remains in the expected corner.
- Add white space to protect content - Adds a thin white strip behind the stamp to ensure it does not overlap existing page content.
Gap detection report
The Bates panel includes a Sequence Analysis section that detects gaps and overlaps in your Bates number sequence. It reports the total stamps present, along with any gaps and overlaps. If issues are found, you can download a CSV report with full details. For more about gap detection, see gap detection.