To Set or Change Path Defaults - On the User Setup page highlight the user name in the User List.  Press the “Change Defaults” button.  The defaults for all output; Bates Program folder\sub-directories as listed below.  Use the lookup [ ... ] button to make changes to output.

 

Output Directory: This allows you to send existing electronic file production any place you have network permissions and will make it easy to keep track of where your production is.  The program will run faster if all production is input and output to the local user hard drive.

 

Scan Directory:  This allows you to send scanned file production any place you have network permissions and will make it easy to keep track of where your production is.  The program will run faster if all production is input and output to the local user hard drive.

 

Filelist and Filelist Directory:  The Filelist is a list generated of the properties of the job you

are processing.  You have a choice to turn this off or on, select the output format and where the file will go.  The default path in the Filelist is \program path.  This feature will help to generate a table of contents for your production.  

 

Overwrite Temp Directory:  The default is in the same directory as the Bates Program.  You may wish to output this to your local drive for both speed and network permission factors.

 

Document Create Output:  The default is in the same directory as the Bates Program in the Stamped folder.  You may wish to output this to your local drive for both speed and network permission factors.

 

File Sort: This option allows each user to select their own method of File Sorting for Electronic Documents.  No Sort is the default.  The sort option may also be set or changed by the User for each job at the File Input Page.  

 

Reset Starting: This option allows each User to change the starting number when selecting the process type of "Separate/Same" when processing Electronic Documents or Create Serialized Documents in which the job is saved to "Use Existing Data". 

 

When Reset Starting is NOT CHECKED, using the Separate/Same process the program the will stamp the documents as follows:  Separate (document) Number will number Across.  Example: Process 3 documents, Separate/Same, starting Separate (document) number is 1, starting Same (page) number is 1.  Documents will be numbered 1,2,3 and starting page number of each will be document will be 1.  At the end of the processing this setup is saved to Use Existing Data.  To continue this project you select Use Existing Data select the above job, press next, select the next group of 3 documents which will be numbered as follows: starting Separate (document) number is 4, starting Same (page) number is 1.  Documents will be numbered 4,5,6 and starting page number of each will be document will be 1.  

 

When Reset Starting is CHECKED, using the Separate/Same process the program the will stamp the documents as follows:  Separate (document) Number will number Same.  Example: Process 3 documents, Separate/Same, starting Separate (document) number is 1, starting Same (page) number is 1.  Documents will be numbered 1,2,3 and starting page number of each will be document will be 1.  At the end of the processing this setup is saved to Use Existing Data.  To continue this project you select Use Existing Data select the above job, press next, select the next group of 3 documents which will be numbered as follows: starting Separate (document) number is 1, starting Same (page) number is 1.  Documents will be numbered 1,2,3 and starting page number of each will be document will be 1. 

 

When Extract Embedded is CHECKED, the ability to stamp attached or embedded files in a PDF file and add them to the PDF file is  activated. The process is similar to processing email with attachments.  You must have the application to produce that file (i.e. - if you have a *.docx file attached you will MS Office 7 or up). If you are not going to process any files with attached or embedded documents you should Uncheck this option.  If it is checked every file will be checked to see if it has attached or embedded files which will slow down document processing.

 

When Attachment Header is CHECKED, the attachment will have a header with the attachment name at the top of the page and the page number of the attachment in on the bottom left.  You may turn this off by unchecking the Attachment Header box.

 

When Attachment List is CHECKED, the attachment will have a List with the attachment name at the top of the page.  You may turn this off by unchecking the Attachment List box.

 

When Save Error Files is CHECKED, any attachments that will not process for any reason (bad file, password protected, etc) will be save to your Error File Folder.  This will give you a chance to review the files and fixed them.

Rename Stamped Document Output -

There are three levels of Output Format:  Default, Simple and Advanced -

Default setting: The Default output of the stamped files is "Original Filename.BATES.pdf".  With this setting it is easy to identify the files that have been stamped. If you would like the "Original Filename" only it is easily removed the ".BATES" with the "Use Original Filename" checkbox on  "Additional Info" screen.

On the Main Page, press Next with the "Enter Initials" box empty. Highlight the user you would like to change on the top left, press the Change Configuration button.

To Access the Simple and Advanced Output press the change settings button [...] .

Starting Number in Filename:  This feature will add the variable to the original filename of each document.  It may be added before or after the Filename. It will be the first number and include the Prefix and/or Suffix of each document if you are using sequential numbers as a variable.  If you want your stamp to have a Prefix and/or Suffix but do not want them part of the filename leave the fields blank and use a Constant at the Label Position Information screen to add the Prefix and/or Suffix. 

Use Variable for Filename:  This feature will change the filename of each document to the  “Prefix Variable Suffix”.  The Filename will be the page number and include the Prefix and/or Suffix of each document if you are using sequential numbers as a variable.  You have the option of first page number, last page number or both, Prefix and/or Suffix are added if present.  If you want your stamp to have a Prefix and/or Suffix but do not want them part of the filename leave the fields blank and use a Constant at the Label Position Information screen to add the Prefix and/or Suffix. When selecting Both you will see the Separator box with the default separator "~", this may be changed to any permitted keyboard character.  

 

When Include Separate is CHECKED, with the Starting Number in Filename or Use Variable for Filename and Separate/Same or Separate/Across process selected this feature will add the Separate in front of page number. The Separate stamp changes with the document.  When this feature is used the file number or letter will be added in front of the page number or Variable stamp when the process Separate/Same or Separate/Across is selected.  

Example – When Selecting Before Filename with Include Separate Checked – “001~00001 ~ Filename”

Example – When Selecting After Filename with Include Separate Checked – “Filename ~ 001~00001”

Example – When Selecting Use Variable for Filename with Include Separate Checked – “001~00001”

 

Simple Select Screen

Use drop downs and check boxes

 

 

Advanced

Add elements in any order and type text as example below

 

 

To Save your changes press the Save button.