Using tokens to customize stamps in a production

Occasionally, you might want your Bates numbers to include a confidentiality footer, or other information in the same stamp location. Using tokens — codes that represent metadata for records in the database — you can arrange multiple fields together in a free text box.

Recipe overview

This recipe describes how to use tokens for stamping on a production in a free text field instead of pulling down a particular field in the database.

Requirements

This recipe is applicable to all versions of Relativity.

Directions

Using production sets you can stamp documents with various pieces of information. Typically, there is one field selected from the drop-down list for each stamp location (e.g., the right footer or left header). However, if you want to produce with more than one piece of metadata information, you can to use tokens to customize your stamps.

You can use tokens for any data field and you can use them in combination with static text and/or other tokens. The syntax to use a token is {!Field:ArtifactID!}. You can find the ArtifactID for a field by adding the ArtifactID field to your Fields view.

An example of combining static text and a token would be: Custodian: {!Field:1036657!}. In this example, Custodian is the static text and acts as a label for the token, the custodian field.

An example of combining multiple tokens would be: {!Field:1036657!} {!Field:1037086!} {!Field:1037082!}. In this example, you are branding a string of three fields together on an image.You can use hard returns or spaces between the tokens. You can also add separators, such as carriage returns, hyphens, or commas, between the fields.

Right footer text

Right footer text

References

Production sets