---
title: Assigning Attorney Bar Numbers
description: "[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](https://casemasterpro.com/helpdocs/CMPOnline%20Bar%20Numbers.pdf) ## Overview In this document, we’ll be looking at adding bar numbers to attorneys in CMPOnline. There are two scenarios we will review in this document, assigning a single bar number to an attorney and assigning multiple bar numbers…"
url: "https://casemasterpro.com/help-documentation/assigning-attorney-bar-numbers/"
updated: "2024-07-02"
category: Administration
tags:
  - Administration Settings
  - Document Integration
  - Document Merge
  - Documents
  - User Preferences
---

# Assigning Attorney Bar Numbers

[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](https://casemasterpro.com/helpdocs/CMPOnline%20Bar%20Numbers.pdf)

## Overview

In this document, we’ll be looking at adding bar numbers to attorneys in CMPOnline. There are two scenarios we will review in this document, assigning a single bar number to an attorney and assigning multiple bar numbers to an attorney by State.

## **Assigning One Bar Number**

- Navigate to Administration > Security > Users and double click on the attorney you would like to configure.
- Scroll down to the bottom of the page and click “(view bar numbers)”.
- Leave the State dropdown blank and enter the attorneys bar number in the Bar Number field.
- Click “Set”, then save the user settings by clicking “Save”.

## **Assigning Multiple Bar Numbers**

- Navigate to Administration > Security > Users and double click on the attorney who you would like to configure.
- Scroll down to the bottom of the page and click “(view bar numbers)”.
- Select the state for the first bar number and enter the attorneys bar number in the Bar Number field.
- Repeat the previous step for all bar numbers by clicking “(add)” to add each new bar number for the corresponding state.
- Once completed, click “Set”, then save the user settings by clicking “Save”.

## **Merging Bar Numbers into Documents**

Once you have set the attorneys bar numbers using the steps above, we can merge their bar number into any necessary documents in CMPOnline.

- Ensure in the case file, that the attorney we configured is set as the Resp. Attorney.
- In the case that the attorney has multiple bar numbers, ensure a venue county is selected on the litigation screen, as this is what determines which bar number to use according to the venue county’s state.
- Navigate to Administration > Setup > Document Templates and edit the template you would like to add the bar number merge field to.
  *Note: If you need more information about Document Generation and creating Templates, please visit our*[*Document Generation Basics help file*](https://casemasterpro.com/help-documentation/basic-document-generation/)*.*
- Search for “AttorneyBarNumber” in the Merge Field search bar and insert it into your template where you wish.
- You can now test this template and your attorney bar number will be generated correctly within.

## Assigning Bar Numbers Video Highlight

[CMPOnline - Assigning Attorney Bar Numbers](https://www.youtube.com/embed/qJIx2XArdkM?feature=oembed)