Create Checklist of Terms

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 checklist:

Select a book from the Document Assembly (Libraries & Books) Screen. Once selected, the screen expands and a new box displays 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. (If you use the prefix/suffix naming style for your clause names, make sure to print both 'Names and Subjects'. Otherwise, you most likely can just print "Names".)

    The checklist 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 "boss's" office. A completed checklist can then be 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.