Numbering Documents/Pages

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Numbering Documents/Pages

You can apply numbers to documents or pages. Differences between document-level and page-level coding are described as follows:

Document level. A document-level field applies a numeric or alphanumeric field value to documents that you specify. Typically, document-level numbering is used  to uniquely identify documents. It is also used to apply categories to documents.

Page level. A page-level field applies a value to the pages that might exist within documents. The most commonly used page-level field is Page ID. You typically use page-level numbering to uniquely identify pages across all documents in a case.

 

Note the following facts that apply specifically to numbering pages:

When the Page ID field is numbered, CloudNine™ LAW will automatically update the BegDoc# and EndDoc# fields to match those values. Other user-defined page-level fields may be numbered as well.

In an Access case, with the exception of blanks, each Page ID must be unique.

SQL and ADS cases allow duplicate page IDs.

If duplicates are encountered during any of the numbering processes, either you will receive an error, or LAW will modify the Page IDs by adding a "-DUP1", "-DUP2", etc. to the end of them.

 

InfoIconTo Configure Numbering of Documents and Pages

1.From the main window, on the Tools menu, click Options.

Or

From the Batch Processing tool, click Options, click OCR.

2.Click the Numbering tab.

3.Configure numbering options. These options are described as follows:

Option

Description

Use document/page level separator for Page IDs

Specifies a character to use to separate PageIDs.

The default is a period.

Use alpha-numeric Bates numbering

Adds a Bates number ending in either a number or an alphabetical character.

Bates numbers created with an ending alpha character are incremented as abc001a, abc001b, abc001c, etc.

This functionality can be disabled by clearing the Use alpha-numeric bates numbering check box.

To configure this option, on the Tools menu, click Options and then click the Numbering tab.

By disabling this setting, LAW will number the same sequence as follows: abc001a, abc002a, abc003a, etc. This is useful for Bates numbering if the Bates numbers all contain the same alpha suffix.

Use document level attachment numbering (ie. ABC001[00-01])

Assigns a special suffix to a user-specified document level numbering scheme for parent and attachment records.

When enabled, if the collection to be numbered contains parent and/or attachment record types, the value specified by the user will be appended with a suffix in this format:

[<attach number>-<total # of attachments>]

You can access this feature by first creating a document level index field to populate with the desired numbering scheme.

Records that are not parents or attachments will not receive this suffix.

This feature only applies to editable document level index fields (as opposed to page level numbering) and applies to the document numbering batch process and the Auto Number feature, which is available under the Edit menu.

Use rolling numeric sections (ie. ABC.001.001.0001)

Changes the pattern of values to use for numbering.

The setting applies to auto-numbering, the batch document numbering process, and both document-level and page-level fields.

Section delimiter specifies the character that separates sections in a numbering scheme. The default is a "." (period). For example, the following contains four sections if the period is the chosen delimiter:

ABC.0001.001.0001

Rolling will not occur in sections containing non-numeric characters.

Section delimiter

Allows you to specify a character to use to separate sections.

The default is a period.

Allow page level numbering to span across sections

Allow parent/attachment families to span across sections

Numbers pages sequentially from page to page or from document to document.

Values ending in a numeric suffix are incremented numerically (e.g., ABC001, ABC002 ... ABC027). Pages ending in an alphabetical suffix are incremented alphabetically (e.g., ABC001a, ABC001b ... ABC001z). This is the standard method of numbering records.

However, if numbering the documents using a split document/page level scheme (e.g., ABC001-001, ABC001-002, ABC001-003, with the next document starting with ABC002-001), you must select Use document/page level separator for Page IDs and then specify the character to use for the breaks. The default is underscore (_).

To configure this option, in the main window, on the Tools menu, click Options and then click Numbering.

If this option is enabled, and the break character is detected when switching between documents, the portion of the string before the break character will be incremented by one. The portion after the break character will be reset to one and will use the same number of characters for padding as the previous document.

 

InfoIconTo Number Documents or Pages

You use the Auto-Number function to efficiently number or renumber document-level or page-level fields of the current document or all of the documents from the specified page or document to the end of the current folder.

 

Note

You can use the Batch Processing tool to number documents and pages. For more information see Document Numbering.

 

 

1.On the Edit menu, click Auto-Number.  The Number Document dialog box appears.

Number Document dialog box

2.Configure numbering options as needed:

Page Level or Document Level. The Page Level option will only apply to records with associated images. When using page=level, any records without images are ignored.

Target Field. Select from the list of fields that are available for numbering (i.e., user-defined fields). If Page Level is chosen, then only page-level fields will appear in the list. If Document Level is chosen, then only document-level fields will appear in the list.

Starting #. Type the starting number to be placed in the selected field.

The default starting number is the value of the Target Field for the currently selected page or document.

Field names. For both document and page level numbering, users may also include a specific field name in the Starting # field using the following notation: &[<field name>]. For example, &[BegDoc#] will number the selected target field with the current BegDoc# values. Multiple fields can also be used in the Starting # field. For example, "&[Page] of &[Pages]" (without the quotes) will result in the text "1 of 20" in the selected target field.

The following fields can be used when numbering with field codes:

&[Page] – Current page of the document.

&[Pages] – Total pages in document.

&[Page ID] – Page ID value.

&[0] - &[000000000000] (12 zeroes) – Displays an incrementing value starting at 1 and resets at the beginning of each document. The zeroes are used to format the string with zero padding.

&[<fieldname>] – Valid for all other LAW fields.

 

Note

Production Notes

The document/page level numbering feature is not supported when used in conjunction with the "++" option on a LAW field.

If a numbering string ends with "]" it is assumed the string ends with a field. This string will not be automatically incremented by LAW to avoid the confusion of the extra digits in the string. For example, &[Page]_001 becomes: 1_001, 2_002, 3_003,... but 001_&[Page] becomes: 001_1, 001_2, 001_3,...

The field notations explained above can also be used in the document numbering batch process Starting # field.

The field replacement feature is not supported if Document Level Attachment Numbering is enabled. To configure this option, on the Tools menu, click Options and then click the Numbering tab.

If the currently selected record has an associated image, the Pages boxes will be populated with the currently selected page and the ending page. If numbering image records, set the starting and ending pages. If the ending page exceeds the page count of the current image, LAW will only number to the end of the current document.

If the Auto-number to end of folder option is selected and the user plans to number a page-level field, the ending page is disabled and LAW will number all the way to the end of the current folder. This feature helps to fix numbering mistakes in a single document that cause subsequent documents in the folder to be incorrectly numbered. If numbering a document-level field, LAW will automatically auto-number to the end of the folder. If only the current document requires updating with a document-level number, edit the field value in the Index display after ensuring the field is visible.

 

 

InfoIconNumbering During the Scan Process

You can automatically number pages as they are scanned. At scan time any gaps in the numbering of originals are removed.

 

1.On the Index menu, click Increment Mode.

2.Select a mode:

Automatic. Forces all pages to be numbered based on the previous document. If no previous document exists or the previous document is not numbered, LAW will prompt for a starting number

Manual. Prompts you for the starting number whenever a new scan is started or a break sheet is detected. This option is helpful if there are frequent gaps in the numbering because it give you a chance to verify the starting page of each new batch. The default Page ID will be the next logical Page ID, which is the same as would be used with automatic numbering. If the page matches, then click OK to begin scanning.

Manual (Auto).  Does the same thing as the manual mode, except that you are not prompted to enter a starting bates number during a batch when break sheets are used.

None. Disables document auto-numbering.

 

InfoIconDocument-level Attachment Numbering Example

In this example, a parent document contains two attachments.

A Starting # of ABC0001 is entered into the Number Document dialog box.

Use document level attachment numbering option in the Numbering tab is selected.

The user has created a document level text field named ProdNo, which is selected in the Number Document dialog box.

Number Document dialog box

 

The selected document level field, after numbering is complete, will contain the following:

ABC000001[00-02] - parent

ABC000001[01-02] - attachment 1

ABC000001[02-02] - attachment 2

If an attachment is included in a collection to be numbered without its parent, the parent will also receive a value in the selected field, since the attachment's value relies on the parent's value. Any other attachments of the same record not included in the selected range will not be numbered. If the parent already contained a value, the attachment value will be based on the parent's numbering scheme even when attempting to auto-number. Therefore, the parent's field must be cleared or the entire family range must be selected in order to renumber with a different scheme.

If an attachment range is modified after numbering a family using this feature, the family will need to be renumbered. This will not be done automatically.

Prior to using this feature and exporting from CloudNine™ LAW, ensure the target application supports the brackets and dashes included in the scheme if utilizing the field containing these values as the image tag or file naming scheme.

 

InfoIconModifying the Default Suffix

An initialization setting in the Law50.ini file is available to modify the default suffix of [<attach number>-<total # of attachments>].

The Law50.ini file is located in the C:\Program Files (x86)\Law50 directory.

If the [Preferences] section already exists, place AttNumSuffix=[00-00] below it.

[Preferences]

AttNumSuffix=[00-00]

The value shown, [00-00], is the default format. This suffix is used if the initialization setting does not exist or is invalid. The value that is used must contain:

Opening and closing characters, such as brackets or parentheses. Ensure the two characters are different.  

A separator character, such as a hyphen.

At least one zero character before and after the separator character. The minimum value is: [0-0]. The number of zeroes before or after the separator pads the value with zeroes. For example, [000-000] displays as [002-009].

This feature is not supported when auto-numbering with field codes included, such as &[Page ID].

 

InfoIconTo Number Individual Pages Manually

The auto-numbering functions work well for numbering batches of sequentially numbered pages. However, if frequent gaps in the numbering scheme or intermittent alpha suffixes on pages exist, users may have to manually edit Page IDs.

 

1.Select the page to renumber and then:

On the Index menu, click Edit Page ID.

Or

Press CTRL+E.

The Edit Page ID dialog box appears.

Edit Page ID dialog box

2.Type a new Page ID for the selected record.

You can use the arrow controls to navigate between pages. Use these controls if you want to manually select individual pages for renumbering, or if you want to designate a starting point for auto-numbering.

If necessary, select Auto-number to end of document. This option extends the numbering as specified in the Page ID box from the currently selected page to the end of the document.

3.Click Update.

 

Note

The Edit Page ID feature will allow you to change the page number on a page or the entire document. If you need to renumber the document or an entire folder, use the Document Numbering feature.

 

InfoIconTo Find a Page by PageID

1.Press CTRL+F.

Or

On the Index menu, click Find Page ID.

2.Type the page ID that you want to find and then click OK.

The page with the matching Page ID opens.

Note

To locate groups matching a specific pattern or ranges of Page IDs, use the Query Builder.

 

 

InfoIconRolling Numbering More Information

This example illustrates the use of the rolling numbering feature.

The Use rolling numeric sections setting is enabled and the value ABC.0001.001.0001 used to number a document-level index field.

ABC.0001.001.9998

ABC.0001.001.9999

ABC.0001.002.0001

ABC.0001.002.0002

If the Use rolling numeric sections setting is disabled, the values will be incremented as follows (using the above example values):

ABC.0001.001.9998

ABC.0001.001.9999

ABC.0001.001.10000

ABC.0001.001.10001

 

Note the following facts about this example:

By default, when the numbering sequence increments high enough to roll into the next section, the section that rolled will increment back to the value of "1" instead of "0". So 001.999 becomes 002.001 (not 002.000).

The other settings on the Numbering tab can be used with the rolling numeric sections option. When the document/page level separator is enabled, the number will first be split into prefix and suffix sections and then incremented accordingly. If either the prefix or the suffix contains a matching rollover character, rollovers will occur at the page and document levels.

The alpha-numeric Bates numbering setting may be used with rolling sections as well. For example, ABC.999.999.9999 would increment to ABD.000.000.0001 with both settings enabled. If the alpha-numeric option is disabled while rolling numeric is enabled, the value would become ABC1.000.000.0001. However, if a non-numeric character exists in a section, that section will not rollover. For example, 001.99z would increment to 001.99aa.

If Use document level attachment numbering is enabled, the [00-00] suffix will be applied to the end of the user-defined starting value. The rollover calculations occur prior to appending this suffix.

The sub-option, Allow page level numbering to span across sections, will determine whether or not pages of a document will span across more than one document level. This numbering option allows users of Ringtail to number documents in conformance with the numbering scheme utilized frequently in Australia for document productions.