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Bates Stamping/Numbering of PDF Files with Power PDF Advanced

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Joe Winograd, EE MVE 2015&2016
50+ yrs in computer industry. Everything from programming to sales. OS kernel dev on mainframes. CIO. Document imaging. EE MVE 2015 & 2016.
In this video, we show how to perform Bates Numbering/Stamping of PDF documents using Power PDF Advanced, the newest product from the Document Imaging division of Nuance Communications. There are two editions of Power PDF — Standard and Advanced. The Bates Numbering/Stamping feature is in the Advanced edition only.

Video Steps

1. Download the trial software

Visit the Nuance website at:

http://www.nuance.com/for-business/document-imaging-and-scanning/power-pdf-converter/index.htm

Click the "Free trial" button, fill out the short form, and submit it.

Download the trial software and install it.
free trial

2. Run the program and invoke the Bates Numbering/Stamping feature.

Run the program by clicking Start>All Programs>Nuance Power PDF Advanced>Power PDF Advanced.

Invoke the Bates Numbering/Stamping feature by clicking the Edit menu, then the Bates Numbering button on the ribbon. This shows the Add and Remove choices — click Add.Add Bates feature

3. Add an entire folder of documents to be Bates Numbered/Stamped.

Click the Add Folders button and browse to the folder containing the PDF files to be Bates Numbered/Stamped.Add folder

4. Set the output options.

Click the Output button and set the output options, including the destination folder and the file naming rules.Set options

5. Set the order of the documents to be Bates Numbered.

Select a document and then click the Move Up and/or Move Down buttons to place it in the order that you want.

You may also click the Remove button to delete it from the list and the Preview button to look at it.Order documents

6. Configure the Bates options in the Header and Footer.

Click the OK button to enter the main dialog box for configuring the Bates Numbering/Stamping options.

You may load a saved Scheme or manually set the font style/size/color and the margins.

Use the Macros drop-down to place all the Bates options in the Header and/or Footer.Configure header and footer

7. Execute the Bates Numbering/Stamping.

After setting all the options in the Header/Footer, review the Preview section to make sure that the Bates options are to your satisfaction.

Click the OK button to initiate the Bates Numbering/Stamping process.Review preview

8. Open one (or more) of the PDF files and view the Bates Numbers/Stamps.

The Bates Numbering/Stamping process should complete with a dialog box that shows how many PDF files were successfully processed.

Dialog box
Open one (or more) of the PDF files to make sure that the Bates Numbers/Stamps were applied to your satisfaction.

That's it! If you find this video to be helpful, please click the thumbs-up icon below. Thank you for watching!
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9 Comments
 
LVL 53

Expert Comment

by:Scott Fell, EE MVE
Do you know how to automate adding Bates numbering?
0
 
LVL 55

Author Comment

by:Joe Winograd, EE MVE 2015&2016
Hi Scott,
It can't be done with this product because its command line interface doesn't support the Bates Numbering/Stamping feature. Its CLI is intended strictly for PDF/TIFF document conversion, as discussed in my EE article, Batch Conversion of PDF and TIFF files via Command Line Interface. In order to automate Bates Numbering/Stamping, you would need a command line tool, such as VeryPDF's PDF Bates Number Software (which has both a GUI and CLI). I haven't used this particular product, but I have used other VeryPDF products and would be willing to give this one a try if I needed to automate the Bates Numbering/Stamping process. Sorry I can't be more helpful. Regards, Joe
0
 
LVL 53

Expert Comment

by:Scott Fell, EE MVE
Thank you Joe!  I will check it out.
0
 
LVL 55

Author Comment

by:Joe Winograd, EE MVE 2015&2016
Scott,
Please post back here if you give it a spin (or any other product). I'm always on the lookout for tools that work well. Thanks, Joe
0
 
LVL 53

Expert Comment

by:Scott Fell, EE MVE
I did find that in my search earlier and going to give it a try.  I will let you know.
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LVL 53

Expert Comment

by:Scott Fell, EE MVE
I experimented with VeryPDF at the command line and easy enough to use.  Now that I have that figured out, trying to have automation directly on google drive.  http://Q_28631815.html
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LVL 55

Author Comment

by:Joe Winograd, EE MVE 2015&2016
Scott,
Glad to hear it! Btw, that link comes up blank — here's a valid one:
http://www.experts-exchange.com/Q_28631815.html

I'll monitor the question over there to see how you do. Good luck! Regards, Joe
0
 

Expert Comment

by:WSPatton
Joe,

Is there a way to Have the FileName displayed in the Header, but in such a way that it EXCLUDES the extension (i.e. the ".pdf")?

I have hundreds of scanned PDFs that I will first batch rename using/assigning unique Exhibit numbers and then want to use a feature like Power PDF's Header & Footer Tool to have the FileName displayed in the upper right corner excluding the ".pdf", and the page number displayed in the lower right corner.  Below is a picture of what I want and attached is a PDF of what I have been able to do so far.  Any help is most welcome.Example of FileName displayed in Header.  This is what I want to do.
18-March-2016 Update:

Joe,

I also reached out to Nuance support and as yet they have not given me any useful feedback.

If it is useful, below is a link to my support ticket thread with Nuance:

http://nuance.custhelp.com/app/account/questions/detail/i_id/2307681/track/AvNquQo9Dv8S~cwxGmwe~yJ9yD0qSS75Mv_d~zj~PP9U

I am able to add headers with a FileName and footers with a Page number.

But my problem is that I want the %FileName% header to display the name of the File in such a way that it EXCLUDES the “.PDF” extension. I want the Headers to ONLY display: "Exhibit 002", "Exhibit 003", "Exhibit 004", etc..

I realize that I could manually paste the file name into the header field, but since I have hundreds of PDFs which I have to assign "Exhibit #" file names, I want to then automate the Header process by using a macro very much like Nuance's %FileName% macro, but with the appropriate code that STRIPS AWAY the ".PDF"

I look forward to hearing from you.
C-Ex-D015.pdf
0
 
LVL 55

Author Comment

by:Joe Winograd, EE MVE 2015&2016
Hi WSPatton,

Currently, this can't be done. Two hours after reading your comment, I sent this email to my contacts at Nuance:

----- Begin message to Nuance -----
With Bates Numbering in Power PDF Advanced, inserting the macro for the file name creates the variable %FileName%. That variable contains the file name without the path but with the file extension (i.e., .PDF). Are there variables with other forms of the file name, such as the path, the file name without extension, etc. (the latter is the most important and the one I'm specifically looking for at this time)? If not, please consider the macros below for a future release. Thanks, Joe

%FileName%
File name without its path but with its extension. This is its current definition, so users already using this macro will see no change.

%FileNameNoExt%
The file name without its path, dot, and extension. As mentioned above, this is actually the main reason for this request. I have users who want the Bates stamp to contain the file name, but not the ".pdf". I included the two macros below for the sake of completeness, but right now I'd be happy with just this one new macro. Also, if there's a work-around, I'd love to hear it - can you think of any way to get the file name without the dot and extension onto each page?

%FilePath%
The file path, including drive letter with colon, but without the final backslash, even for root folders. Thus, %FilePath% followed by "\" followed by %FileName% will create the fully qualified file name.

%FileExtension%
The file extension without the dot. Presumably, this will always be PDF, unless PPA in the future can do Bates Numbering on other file types.
----- End message to Nuance -----

I'll post back here if I receive a reply from them. Btw, I was unable to access your support ticket. After logging into support and clicking on the link, I received a "Permission Denied" message. Seems that ticket threads may be viewed only by Nuance and the submitter. Regards, Joe
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