◆ Acrobat · combine

Enforce Bates numbering policies and permissions for complia

I have a stack of legal [exhibit]s for the [case] that must be archived in order. Apply sequential Bates numbers acros…

3ready prompts
2real tasks
3roles

When to use it

real situations

AI prompts

3 ways to ask · copy any one
AExecute — “help me do it”Help me set Bates numbering policies and permissions for [group/org].…+
Help me set Bates numbering policies and permissions for [group/org] in the Admin Console.
when the reply comes backWould you like a summary of current Bates permissions?
BImprove — “do it better”Review our current Bates numbering policy and suggest improvements for compliance.…+
Review our current Bates numbering policy and suggest improvements to ensure compliance with [regulation/company rules].
when the reply comes backNeed tips for training users on these policies?
CDecide — “help me choose”Help me decide which user roles should have Bates numbering access.…+
Help me decide which user roles or groups should have permission to use Bates numbering in our organization.
when the reply comes backWant to see a checklist for compliance reviews?

How to do it

the tool · the steps · what to avoid
  1. 1

    Sign in to the Adobe Admin Console with your administrator credentials.

  2. 2

    Navigate to the Products section and select your Acrobat deployment.

  3. 3

    Create or edit a user group specifically for users who require access to Bates numbering features.

  4. 4

    Assign or restrict Bates numbering permissions by configuring feature access for the user group; ensure only authorized users have access.

    CautionRestricting access at the group level helps prevent unauthorized Bates numbering and ensures compliance.

  5. 5

    Document your organization’s Bates numbering policy, including required formats, numbering sequences, and usage restrictions.

    RecommendationMaintain a written policy to support audits and user training.

  6. 6

    Communicate the policy to all relevant users and provide training on compliant Bates numbering practices in Acrobat.

  7. 7

    Regularly review and audit Bates numbering usage by monitoring user activity and document logs in Acrobat and the Admin Console.

    Best practiceBLOGS: Periodically auditing Bates numbering activity helps catch policy violations early and ensures ongoing compliance.

You can limit Bates numbering access by managing user groups and permissions in the Adobe Admin Console.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Bates numberingA way to add unique numbers to each page in a set of documents.ExampleUsing Bates numbering, each page in a collection of court exhibits gets a sequential number.
PermissionsRules that say what people can or cannot do with a PDF, like printing or editing.ExampleThe document has Permissions set so only certain people can edit it.
Admin ConsoleThe online place where admins set rules for all users.ExampleThe Admin Console is where the IT manager sets up new user accounts and manages software licenses.

The real tasks

all 2, listed here
Add bates numbering to a package of title documents so each page is uniquely referenced in reports.
Add bates numbering to a closing packet so legal and compliance can reference pages during audits.

Who does this

3 roles
IT AdministratorCompliance OfficerRecords Manager

FAQ

about this task

To set Bates numbering permissions, go to the Admin Console and find the section for user roles or feature access. From there, you can allow or block Bates numbering for different users or groups, making sure only the right people can use this feature.

Bates numbering adds unique numbers to each page in a document set, which helps track, organize, and find pages easily. It is important for compliance because legal and audit processes often require clear document tracking.

Yes, you can set different Bates numbering policies for specific departments or groups by adjusting their permissions in the Admin Console. This lets you control access based on your organization's needs.

Bates numbering permissions are specific to adding tracking numbers to documents, while other controls might cover editing, sharing, or printing. Setting the right permissions helps keep sensitive features limited to trusted users.

Admins should review these permissions often to keep up with staff changes, legal requirements, or company policies. Regular checks help prevent mistakes and keep your organization compliant.

Sources

where this comes from
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