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Right PDF 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 

  1. Open a PDF file and choose Document > Header and Footer . Select Add... from the drop-down menu.

  2. In the Add Header and Footer dialog box:

    • If there are headers and footers profiles available, you can choose one from the Macros drop-down menu.

    • 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 option.

    • 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.

    • 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 button. In the Add Header and Footer dialog box, click the Add Files... button to add multiple the files, and click OK. In the Output Options dialog box, decide how target folder and files are named.

  2. Click OK.

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.

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

  2. Choose Document  > 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.

Remove all headers and footers

Permanently remove all headers and footers from a document.

  1. Close all document windows.

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

  3. Click OK.

Note: to delete headers and footers in multiple files, you can first choose Home tab and then Document > Header and Footer > Remove….

Add a Bates numbering to 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

  1. Open a PDF and choose Document > 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

  3. 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.

  4. After files are added and sorted as needed, click OK. In the Output Options dialog box that follows, specify a target folder and a file naming method for output files. Set the options as needed and click OK.

  5. The Bates Numbering dialog box appears. Click inside the box to place an insertion point.

  6. 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.

  7. Click on Insert Macro.

  8. Adjust header and footer settings and check how the Bates numbers will appear on pages in the Preview section below.

  9. Click OK.

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

 

Remove Bates numbering

  1. Open a PDF file that contains Bates numbers.

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

  3. Click OK.

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