Pathagoras Tip of the Week

Document Assembly

Create a 'Checklist' of Terms:  Sometimes the 'selector' of clauses and the 'assembler' of clauses are not the same person. And (gasp) sometimes the selector of clauses doesn't know much about computers! To assist the selector of clauses (or for a thousand other reasons), you may wish to print out a list of terms in a selected book. That way the selector can check off the desired terms without having to even touch the computer.

    To generate the list, select a book from the Document Assembly (Libraries & Books) Screen.  Once selected, a new box opens in the center of the screen. Check the "Printable Checklist" option. Click the Next button and follow the prompts to create the type of list you want.

    The list that Pathagoras generates is a standard, fully editable, Word document. You can change the margins and the layout. You can add lines so that the author can insert the client or customer's personal information, quantities, colors etc. as he or she is selecting the clauses to be assembled. If used as a checklist, keep a stack of them in the 'bosses' office. The completed list is then passed on to the document assembly operator who assembles and personalizes the requested document.

    The final product can be used as a checklist (described above), or you can simply print one out for each book as an office reference.