Input Source – Electronic Documents


The Bates Program processes sheets of labels, paper and electronic documents all in much the same way.  We stamp them all with a label or labels.  You will find that regardless of the Input Source the steps to complete your project are all the same.  This makes your job much easier.

 

The label information below applies to all formats in the same manner, and the default label is the Bates 4 x 20 (5267) Return Address for all formats.

  • Print a label and paste it on document. 
  • Place an exiting document in the printer tray and print an ink label on it. 
  • Stamp an existing electronic file with a electronic label.  
  • Scan a document and print a electronic label on it. 

    Select the Label Type you would like to print then press Next>> to continue gathering information or press “Select Different Label” to Change Label Type.  If the Label you need is not one of the choices you may Add a Label.  This can be a Label that is available or a custom Label that you make.

    When your Input Source is Electronic Documents you have two choices, Sequential and Constant only.  Sequential will stamp your file with sequential numbers or letters and text if selected.  “Constant Only” allows you to stamp your file with a line of text only.  You may also change the label type to on your Electronic Document at this time.  The smaller you keep you label size the smaller your completed file.

     

    File Input – Electronic Documents

     

    The File Input screen allows you to add files to be stamped. The logo in the upper right corner indicates which format you have chosen to process.

     

    Click the [@] button to copy an existing PST file(s), convert the email to a *.msg, add to the list of files to be processed. When processed the new file will contain all of the attachments of the original email. Placing a sequential number or letter and/or a line of text on each page of the document(s).  The copy is then saved as “original name.msg.pdf”.

     

    Click the "[ + ] in the Folder" button to add one complete Folder of files to be stamped. To load just the files in that folders or load the files in the Main folder and Sub-Folders and recreate Directory tree by answering yes or no to this popup window.   Yes creates the directory tree, No loads files only.  (Professional Versions Only)

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    Click the [ + ] button to add a file or files to be stamped. 

     

    Click the "[ - ] in the Folder" button to remove a complete Folder of files to be stamped. (Professional Versions Only)

     

    Click the [ - ] key to remove the selected file from the list.

     

    File Sort arrow is displayed above the file display window.  You may change the sort order by clicking on description bar above the file list.  The section of the title bar clicked determines the file sort and changes the type in the file sort window.  Default sorting may also be set by each user in the Change Defaults section of User Setup.

     

    The “up” and “down” arrows allow you to change the order in which your documents will be processed.  The highlighted file is the file that will moved up or down. 

     

    Same – Print the same information to each file (i.e. if Doc 1 is 8 pages it will be stamped 1 thru 8, Doc 2 is 15 pages it will be stamped 1 thru 15, etc.)


    Across     – This is the default process and prints the information across all documents.  It will treat all the documents as one (i.e. if Doc 1 is 8 pages it will be stamped 1 thru 8, Doc 2 is 15 pages it will be stamped 9 thru 23, etc.)


    Separate/Same, Separate/Across      – This will add a second set of variable information that will change incrementally as the file changes.  This must be added at this screen and can be selected for Same or Across (i.e. First file is Exhibit A, second file is Exhibit B, etc.)   

    Press Next>> to continue.

     

    The next page is the Customer Information page.  Fill in this page if you would like to save your project to the Use Existing Data database.  Press Next>> to continue.