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At first I had an issue with the payment process, but even then the software is wonderful and very easy to use. I am pleased that we were able to resolve the issue and I will continue to use this software on a monthly basis. Thanks for caring enough to hear my issue and resolving it in a quick and timely manner. I truly appreciate this and will never forget your extraordinary customer service. I will also recommend you to other colleagues. Thanks again.
Kelvin R. T
2015-07-15
I like erasure feature in biz version. I find your index very hard to use. Where (what tab; how do I get there) is you general index of library contents and categories?
Rosemary M
2016-08-26
This has been very helpful. My only problem is a tried to sign up for a monthly membership and I ended up getting charged and receiving a year membership. That part is a bit confusing.
Kate S
2016-11-01
Would like to see a better way to organize/save files for easier opening. Would like to see a way to convert files to PDF as well. No need to send a follow-up survey, your system won't allow us to complete it without having a Facebook or Linkedin account...we know our own e-mail address and it won't accept it.
Carolyn Y
2019-01-26
So far so good. I am researching it for our small psychological services business. Right now parents have to fax or re-scan documents. We are really excited about the possibility of using fillable templates. Concerns: security, number of users, organzing workflow
Joseph J
2019-06-25
Cut the paper trail and faxing Instead of faxing documents, I just get them emailed. The documents are more clear, it's fast, and I can sign and fill in easy without needing to fax it back. I love the signature button. This is so easy to use. Uploading and downloading is all I do now. My fax machine is obsolete. You have to download it to your computer from email, then upload it to pdf filler - at least that's how I do it.
Brooke A.
2019-01-21
Overall very handy. I did have a glitch in printing. When I hit Print Again, it made the page smaller and off center. This happened each time I hit Print Again on the CMS 1500 form, requiring me to go back and start from Print after each edit.
Melissa N
2024-07-23
Really good platform. Just try to fix the bug while opening documents at the dashboard. The bug is the following: Click on open item button It will send to authentication page.
Brian
2024-03-26
I recently saw a charge for a PDF filling service, and I had no memory of signing up for it. December 2020 has not been a picnic for me. I reached out to customer service, and ******* handled it from beginning to end. She even works to get things done when I was not able to get her all the information she needed, due to unfortunate events going on in my life. They have reverse the charges. I don't know if this product works or not, but I do know that their customer service team does or very well if you are patient and persistent with them. That's rare for any product. So, they get five stars from me.
Ravenhill
2020-12-30

Keep Bates Format Feature

Keep Bates Format is designed to streamline your document management process. This feature helps you maintain consistent formatting while managing Bates numbering in your legal and business documents. By simplifying this essential task, you can save time and reduce errors in your paperwork.

Key Features

Consistent Bates numbering across all pages
Simple interface for easy management
Customization options for number format and placement
Compatibility with various document types
Automatic updates to numbering with document changes

Potential Use Cases and Benefits

Legal teams can efficiently manage case documents
Businesses can organize and track important paperwork effectively
Consultants can ensure proper documentation for clients
Accountants can maintain financial records with clear numbering
Educators can streamline submission processes for student work

Keep Bates Format solves common problems related to document management. By ensuring that your documents maintain their formatting and numbering consistency, you can avoid confusion and enhance collaboration. This feature provides you with peace of mind, knowing that your important papers are well-organized and easily accessible.

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How to Use the Keep Bates Format Feature in pdfFiller

The Keep Bates Format feature in pdfFiller allows you to easily add and manage bates numbering to your PDF documents. Bates numbering is a unique identifier that is added to each page of a document, making it easier to organize and reference pages in legal and business settings. Follow these steps to use the Keep Bates Format feature:

01
Open the PDF document you want to add bates numbering to in pdfFiller.
02
Click on the 'Bates Numbering' option in the toolbar at the top of the page.
03
A sidebar will appear on the right side of the screen. Here, you can customize the bates numbering settings.
04
Choose the position where you want the bates numbering to appear on the page. You can select options like top left, top right, bottom left, and bottom right.
05
Specify the starting number for the bates numbering. You can choose any number you prefer.
06
Select the font style, size, and color for the bates numbering. You can also choose whether to bold or italicize the numbering.
07
If you want to add a prefix or suffix to the bates numbering, enter the desired text in the respective fields.
08
Click on the 'Apply' button to add the bates numbering to your document.
09
You can preview the bates numbering on the document before finalizing it. If you're satisfied with the placement and appearance, click on the 'Save' button to save the changes.
10
You can also remove bates numbering from your document by clicking on the 'Remove Bates Numbering' option in the 'Bates Numbering' sidebar.

By following these simple steps, you can easily utilize the Keep Bates Format feature in pdfFiller to add and manage bates numbering in your PDF documents. This feature is particularly useful for legal professionals, business owners, and anyone who needs to organize and reference pages in their documents.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Bates numbering is a method of indexing legal documents for easy identification and retrieval. Each page of each document is assigned a unique Bates number that also indicates its relationship to other Bates-numbered documents. Bates numbers appear as headers or footers on the pages of each PDF in the batch.
Bates stamping is the process of applying a set of identifying numbers to a document collection of PDFs to label and identify them. You can use Previewer to apply a Bates stamp to documents even if you don't import them into a case spreadsheet. You can define Bates number sequences.
You can apply Bates numbering to documents. Bates numbering is especially useful for labeling document collections with sequential numbering, for easy identification and retrieval. To learn more or try for free WordPerfect Office, visit www.wordperfect.com.
Bates Numbering, also known as Bates Stamping, is an indexing method used for legal, business and medical documents (PDFs in most cases). This is accomplished by assigning specific identifiers (numeric or combination of letters and numbers) such as case ID numbers, dates or company names to each PDF page.
Use the Envelopes and Labels option from the Tools' menu to create a sheet of blank labels. In the top-left label, type the word Exhibit, followed by a space. Press Ctrl+F9. Type SEQ and a space. Type a name for this sequence of numbers, such as “exhibit” (without the quote marks). Press F9.

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