Display documents with Bates values

You can modify the document list to show Bates values from a specific production.

Perform the following procedure to show Bates values.

1. From the Project page, select REVIEW.

2. To switch from the initial grid to the sortable Document List, perform the following steps.

   1. Select a row to view any document.

   2. Click to undock the Viewer, opening a new tab in your browser.

   3. Select the previous tab in your browser to view the sortable Document List (shown in the following figure).
      
      

3. To select the fields that appear in the Document List, perform the following steps.
   1. Click and select Manage Fields.
      • In Manage Fields, select the Bates fields you want to appear on the Document List. The fields display the production name in parentheses. You can include any of the Bates fields: Begin Bates, End Bates, Begin Attach, End Attach, Attachment Range, Parent Bates, or Child Bates.

      • To adjust the order of the columns in the grid, move fields up and down in the list.

   2. Then, click Apply to view.
      

4. In the Document List, you can also move the order of the displayed columns by simply clicking and dragging the columns.

5. To save recent Document List changes to the current template, click and select Save.

6. To save the template as a Project Default or User Default, click and select Save As.

   1.  In Create New Template, for Display Template Name, type a name for the template.

      • To make the template a default for all users in the Project, select Project Default.

      • To make the template your default, select User Default.

      • As needed, select Copy template to Inspect to make the Display template available in Inspect.

   2. Click Create.