Using and Placing Bates, Tag and Custom Stamps in Your Productions

While producing your files, GoldFynch gives you the option of stamping your documents with Bates Stamps, as well as to stamp them using tags or custom text.

Note that Bates stamps, tag stamps, and custom stamps can only be placed on non-native documents.

Placing Bates, tag, and custom stamps

Step 1. Follow the steps of production (click here for a detailed guide on producing files) till you reach Step 6: Select tag placement for production

Step 2. Click on the drop-down menu on the right side of the screen against the tags you wish to use as stamps, and select one of the available options:

Select placement and priority order for each tag

If there are any conflicts in placement, you have the following options:

Step 3. Click on the "OK" button

Adding Bates stamps

Step 4. Enter the starting number of your Bates numbering if you wish to assign Bates stamps, along with a prefix and padding if you want them added before the numbers

Enter a Bates number if you wish to

Step 5. Click on the "OK" button

Step 6. Review your production on the following screen and click on the “Produce” button

Editing tag stamp text

By default, when applying tag stamps, the name of the tag is applied as the stamp. However, you can change the text that is applied. To do so:

Step 1. Click on the edit icon (the pencil) against a tag where it displays "Appears as "

Step 2. Type in the text you wish to apply and click on the arrow

Enter the custom stamp text you want and click on the arrow

For example, in the image of the "Select tag placement for production" step given above, documents with the “FAMILY TAG” tag will have "Connected document" stamped on them.

Adding Custom Stamps

In addition to applying stamps based on tags to documents, you can assign custom tags to non-native documents in the production.

To add a custom stamp:

To delete a custom stamp:

The custom stamp will be:

A few things to note about stamping documents

  1. You cannot apply tag stamps, custom stamps or the Bates Numbers as stamps to native documents

  2. If there is a conflict between the assignment for placement of the Bates Stamp with any tag or custom stamps, the Bates Stamp will always be given the highest priority (it has a fixed priority of 100)

  3. If you want to disable Bates Stamp, tag stamp, or custom stamp placement, you can do so by selecting the "no-placement" option

  4. If you see tags other than the ones you selected in Step 2 (Select tags for production) appear on this screen, this is because some of the files you chose also had these tags assigned to them. If you don’t want these tags to appear as stamps, assign them the ‘no-placement’ option as described below. If you don’t want files with these tags in your production at all, make sure you select them as ‘inverted' tags in Step 2.

Adding page margins

If your documents already have content in their margins, you can add additional margin space to prevent the overlap of the new tags that are applied.

To add extra margin space, check the "Add page margins for stamps." box