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Preventing Edits to Bates Numbers applied in Acrobat

By Rick Borstein

Bates Numbering is the process of sequentially numbering legal documents.

Acrobat 8 and 9 Pro allow you to apply and remove Bates Numbers to documents. To try it yourself, choose Advanced—> Document Processing—> Bates Numbering:

The ability to remove Bates Numbers is valuable in case you make a mistake during the numbering process. However, due to the adversarial nature of the legal business, attorneys may desire to limit what the other side can do with documents.

To whit, this email I received from an attorney last week:

What can I use to flatten Bates numbers so that they cannot be altered or removed using the Acrobat Bates numbering process?

I know I can print to PDF, save as TIFF, print-then-scan, etc., but am looking for a solution that will work in batch mode and not degrade the appearance of the file. Also, I don't favor using security settings because I don't want to restrict the user's ability to access the file.

In this article, I'll discuss how to "lock down" Bates Numbers so that they cannot be removed by Acrobat's "Remove Bates" option.

Full post as published by Acrobat for Legal Professionals on August 23, 2009 (boomark / email).