Customize your Binder Projects
Add custom metadata fields to your Projects inside pdfDocs binder. These fields can include dates, text, and checkboxes to make it easier to view and sort files.
Add user-defined columns into your next Binder Project
pdfDocs binder users can import custom metadata values straight into a Binder Project from iManage, Worldox, and other data sources like Microsoft Office document properties.
Custom metadata fields can include dates, text, and checkboxes. They can be left editable for the user, or mapped to a source inside your document management system. Use a checkbox as a visual cue – such as ‘Signed’ or ‘Approved’ – or simply sort the files according to case number or client.
All your custom metadata fields can be displayed in the Table of Contents, as well as any headers or footers.
Ensure easy identification of important legal documents
Bates Numbering is relied on by legal professionals to save time when looking for one specific document amid hundreds of files. When you output your PDF binder with Bates Numbering as file names, you can incorporate this time-saving feature into how you find documents every day. Learn how to do it here.