Bates labels are often used to identify documents that are exchanged during discovery. (For an overview, check out our blog post on Bates labels and alternative methods for identifying documents.) Even if you are not using Bates labels, it is worth reading this section, because CaseFleet can help you with whatever method you are using for identifying pages and documents.

When you upload a document as a source, CaseFleet will apply a default citation format based on the number of pages in the document. For example, if you create a citation on the first page of the document, the citation will appear as "<Document Name> at 1". You can modify this citation format in three ways.

  1. First, you can change the starting page number. If you set the start page number to 1000, then a citation on page 1 of the document will appear as "at 1000", a citation to page 2 will appear as "at 1001", and so on.
  2. Second, you can add a prefix to the citation. This is very common when documents are Bates labeled. Page 1 may be stamped as "DEF00001". In that case, the prefix is "DEF". (We'll talk about what to do with all those zeroes next.)
  3. Third, you can set the number of digits for the numeric part of the citation. To determine this amount, ignore the prefix and count the number of digits used to write the number. For example, if a page is stamped "PL-0000127", the number portion has 7 digits. A stamp such as "DEF-CONF:00012" has 5 digits.

Citation formats are set on the Edit form for a source. You can open the Edit form from either the Sources tab (click the pencil icon for the source) or from within the Document Reviewer (click the "Edit Source" button in the menu bar).  

Here's an example of how to add Bates labels from the Sources tab:

When you update the citation fields, the form will generate a preview of what a citation will look like.

After setting the citation format, your the citations to facts that you create in the Document Reviewer will be automatically formatted to match the scheme of the underlying source document.

Note: Even if you don't have Bates labelled documents, it is still worthwhile to set the start page number if the document does not start at page 1.

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