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Headers, footers, and Bates numbering

Right PDF Editor lets you add headers and footers throughout a PDF document, which can be textual information such as date and time, author, title, page number, Bates numbers and more, appearing along the top or bottom across all PDF pages or a range of pages in one or more PDF documents.

The Bates number appears as a header or footer on specified pages and can be combined with other header or footer texts. Using the Bates numbering tool, you can identify each page in a set of documents by assigning a series of unique, self-incrementing numbers.

Add headers and footers to a file or multiple files

You can add and update headers or footers or remove existing ones from your PDF document pages. Besides, you have full control over the position, size, appearance, page range and other properties of your headers and footers. The text to add can be user-defined or preset items, such as page number, author, title, date and time, subject, and more. You can also save the header and footer settings for later use.

  1. Open a PDF file and choose Document > Assemble > Header and Footer . Select Add… from the drop-down menu. If the PDF document already contains a header or footer, you will be prompted to determine whether to replace the existing one (Replace Existing) or add a new one (Add New) that might overlap the existing one.

  2. In the Add Header and Footer dialog box:

    • Set up the Font and Margin for the header and footer. The font and margin properties apply to all header and footer entries, meaning you are not allowed to apply a different setting to individual header or footer.

    • To prevent overlapping, click Appearance Options… and check the Shrink document to avoid overwriting the document’s text and graphics

    • If there are saved header and footer settings, select one from the Schemes drop-down menu.

    • To add textual information, do any of the following:

      • Type text in any of the six boxes.

      • Select a predefined item from the Macros drop-down menu, click on any of the six boxes in which you want to place the macro, and click Insert Macro.

        • Click Page Range Options…to specify pages on which the header and footer appear.

        • To save the current settings, click the Create… button at the top of the dialog box and name the scheme. Click OK to finish.

        • In the Preview section, examine the results and use Preview Page to view different pages of the PDF document.


A. The header appears in the top margin of the page.
B. The footer appears in the bottom margin of the page.
C. Click the Page Range Options… to decide the pages to display header and footer.

  1. To apply the settings to multiple documents, click the Apply to Multiple In the Add Header and Footer dialog box, click the Add Files… button to select the files. Click Open. Click OK.

Note: you can combine text with other items, such as page number, title, and more. You can also add several lines of text to an entry.

Note: if the file you are processing already contains headers or footers, you are prompted to determine whether to replace the existing ones with the one you are adding. Or, you can choose to add new headers or footers. See Add extra headers and footers.

Update the headers and footers

You can use Update Header and Footer to change settings of the headers or footers that already exist in the document, such as repositioning currently valid values (e.g. Date and Time, Page Number). Modify the current settings in the Add Header and Footer dialog box and click OK to make changed settings take effect.

  1. Open a PDF file that contains a header and footer.

  2. Choose Document > Assemble > Header and Footer . Select Update… from the drop-down menu.

  3. In the Add Header and Footer dialog box, change the settings as needed. Then click OK. Updates will only apply to the current document.

Add extra headers and footers

If the document already contains headers or footers, you will be prompted to decide whether to

  1. place the new headers and footers over the existing ones, or

  2. replace the existing ones with the new ones you are adding.


A. Replace existing headers or footers with new ones.  B. Place the new headers or footers over the existing ones (overlap the existing ones).

 

Add another header and footer

  1. Open a PDF file that contains headers and footers.

  2. Choose Document > Assemble > Header and Footer . Select Add… from the drop-down menu.

  3. Click Add New in the message that appears.

  4. The Preview section of the Add Header and Footer dialog box shows the existing headers and footers. The changes you make are displayed in the preview section in tandem.

  5. Type text in the boxes to add more headers and footers. Optionally, you may select new formatting options as needed.

 

Replace all headers and footers

  1. Choose Document > Assemble > Header and Footer . Select Add… from the drop-down menu.

  2. To replace existing headers and footers, click Replace Existing in the message that appears.

  3. All existing headers and footers are made invisible in the Preview section so that you can have a clear view of the replacement. They are not replaced until you click OK.

  4. Specify the settings as needed. Click OK.

Remove all headers and footers

 

Permanently remove all headers and footers from a document

  1. Open a PDF file that contains headers and footers.

  2. Choose Document > Assemble > Header and Footer .

  3. Select Remove… from the drop-down menu.

  4. Click OK to permanently remove all headers and footers.

 

Permanently remove all headers and footers from selected documents

  1. Close all document windows.

  2. Choose Document > Assemble > Header and Footer > Remove….

  3. In the Remove Header and Footer dialog box, click Add Files …, select one or more files, and click OK. In the Output Options dialog box that follows, set target folder and file naming options as needed.

Add a Bates numbering header or footer

Bates numbering is a way of indexing legal document for you to better identify each page in a set of documents. Each page is assigned a unique Bates number (normally starting from 000001 by default) that indicates its relationship to other Bates-numbered documents, based on the order in which the files are listed in the Bates Numbering dialog box. You are free to change the order in which the Bates numbers are assigned using the Move Up/Down buttons or by sorting the list.

Bates numbers are similar to headers or footers on the pages of each PDF document in the batch. You can also include a prefix and/or a suffix as supplementary information.

 

Add Bates numbering

When designating documents for Bates numbering, you can add PDFs or any non-PDF files that can be converted into PDF. The process will automatically convert non-PDF file types into PDF and add Bates numbers to the resulting PDF.

  1. Open a PDF and choose Document > Assemble > Bates Numbering . Select Add… from the drop-down menu.

  2. In the Bates Numbering dialog box, click Add Files…/Add Folders and locate the files or folders on which bates numbers will appear. If any files are password-protected, there will be one or more messages popping up where you have to enter the correct password to proceed the operation.


Files added to be Bates numbered in batch

  1. As needed, do the following to change the order in which Bates numbers are assigned:

    • Move Up. Select a file and click the Move up button to move it upward.

    • Move Down. Select a file and click Move down to move it downward.

    • Remove. Select a file and click the Remove button.

    • Preview. Click to preview the selected files in a pop-up Preview dialog box.

    • Sort: click on a column heading to change the sort order.

  1. Click Output Options to specify a target folder and a file naming method for output files. Specify the options as needed and click OK.

  2. Once the files are all set, click OK. Then the Add Header and Footer dialog box appears. Click inside the box to place an insertion point.

  3. Bates Number is selected by default. Click on Insert Macro.

  4. To edit text to display as Bates numbers, click the Settings… button and do any of the following in the Bates Numbering Options dialog box. Then click OK to go back to the Add Header and Footer dialog box:

    • Click Number of Digits and specify how many digits make up the Bates number, ranging from 1 through 15. The default digit is 6, which forms Bates number such as 000001, 000002, and so on.

    • Click Start Number and enter the number to appear on the first PDF in a batch. The default number is 1, meaning the Bates number on the first page of the first PDF will be 000001.

    • Click Prefix and type any text to appear before the Bates number.

    • Click Suffix and type any text to appear after the Bates number.

  1. Adjust header and footer settings and check how the Bates numbers will appear on pages in the Preview section below. Then click OK to finish. Once you have done making changes to the settings as needed, click OK.

Note: Bates numbering is against documents that are secured or contain digital signatures.

 

Remove Bates numbering

You can remove Bates numbering from the current document.

  1. Open a PDF file that contains Bates numbers.

  2. Choose Document > Assemble > Bates Numbering . Select Remove… from the drop-down menu.

  3. Click OK.

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