Adding bates numbers on disclosure

Traditionally, when a list of documents is produced at the Disclosure of Documents stage, the description of each document includes a serial number ("bates number") which enables the party receiving the list to request copies of selected documents by number. As you will be providing copies of all the documents on your list without waiting to be asked, numbering is not necessary for this purpose but it is nevertheless still useful in case there are queries later. Ordinarily you cannot use at trial documentary evidence which has not been previously disclosed and when the Trial Bundle is being compiled one party may query whether the other party is entitled to have certain documents included. If all the documents have descriptions which include the bates number (e.g. C7 for the seventh document on the Claimant's disclosure list, D5 for the fifth document on the Defendant's disclosure list) that number can be used to quickly verify that the document was disclosed.

To add bates numbers, prior to disclosing your documents, go to the first section of the My Documentary Evidence DCS case and select Update All Documents as shown below

Then amend the Document Title to prefix the first document name with the first number e.g. if the document title is Letter Smith to Jones and you are the Claimant, change that to C1 Letter Smith to Jones. If you are the Defendant change it to D1 Letter Smith to Jones.

Then prefix the second document with C2 or D2, the third document with C3 or D3 etc. until all the documents in the section are prefixed.

Then go to the next section and do the same carrying on the number sequence - e.g. if the last document in a section is prefixed D22, the first document in the next section will be prefixed D23.

Carry on until all documents in all sections of the My Documentary Evidence DCS case are prefixed.


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