Search using bulk input of Bates numbers

You can search for documents using bulk Bates numbers in Search Builder. Search using Bates numbers, such as Begin Bates, End Bates, or Bates numbers from any page in between, by entering a bulk list or importing Bates numbers from CSV or TXT files. You can also perform a standard search using the Bates Number field in Search Builder and return documents by Bates numbers. For more information, see Use Search Builder.

The Search box and the Search Preview dialog box does not show bulk Bates Numbers you specified. Instead they show a bulk id for these numbers. Using this bulk id in the Search box returns all of the documents you specified.

To search for bulk Bates numbers, complete the following procedure.

1. In the Main Menu, select Review and then Search Builder.

2. If you create or update any fields or values after you open Review, click to display the latest information in Search Builder.

3. Select the Bates Number field from the first dropdown.

4. Select the equals operator.

5. Select Advanced in the criteria.

6. In the Manage Bates Numbers dialog, follow these steps.

   1. Enter Bates numbers using one of the following.

      • In the Bates Numbers field, enter Bates numbers manually.

      • In Upload File, upload a CSV or TXT file containing Bates numbers.

        • The Bates numbers appear in the Bates Numbers field.

        • To add additional Bates Numbers using a CSV or TXT file, do the following.

          1. Click in the existing file to remove it.

          2. Upload a CSV or TXT file containing Bates numbers.

          3. Select Add File.

        • To clear all numbers, select Clear All Numbers.

   2. To validate Bates Numbers, click Validate. The following validation results appear.

      • Matched. Bates numbers found in the project database.

      • Unmatched. Bates numbers not found in the project.

      • Duplicates. Duplicate numbers within the added set.

   3. To download the validation report, click Download CSV Report.

   4. Click Continue.

      • The value field in the search criteria displays the number of Bates numbers you specified.

7. Add more criteria as needed. For more information, see Use Search Builder.

8. Click Search.

9. You can view documents in the Document List and the search string in the Search box.