Pathagoras provides true document assembly and document automation without the necessity of programming, hidden fields, SmartTags, etc.

• Pathagoras uses your text, not a 'canned' set of static clauses. Build documents using words you prefer; the ones you developed over many years of experience.
  
  
• You can store clauses to be used for document assembly in one of two ways:
  
  
  • In a folder. We mean a standard Word/Windows document folder. The way you do it right now. No new concept is at play here. You don't even have to create any new folders. The ones you current have will work just fine!
    
    The 'nice thing' about this method of document storage is that you and your staff are fully familiar with how it works. You are fully familiar with how to edit the content in a folder, and how to add more content to it. Pathagoras changes none of that, and lets you stay fully within your comfort zone.
    
    
  • In a 'glossary.'  This is optional. A glossary is a plain Word document that contains all of the terms of a particular subject area. The terms are organized within 'bookmarks.' Glossaries are easy to create, and have some benefits over folders of clauses. But the newcomer to Pathagoras probably should start with folders.
    
    
• Pathagoras uses a libraries/books metaphor to help you organize groups of clauses created for document assembly purposes.
   
  • The top level, a library reflects the subject matter of the group.
    
    
  • individual 'books' encompassed by the library contain the clauses on a specific topic.

  For example, an attorney might have an 'Estate Planning' library containing books titled 'Wills,' 'Trusts.', 'Powers of Attorney', etc. That same attorney, or a commercial real estate broker, might have a separate 'Real Estate' library with books titles 'Deeds', 'Contracts,' 'Leases,' 'Amendments and Modifications,' etc.
  
  You can create and maintain an unlimited number of libraries. Up to 10 books can be placed on each library's shelves.

• Document assembly is typically performed via Pathagoras' Clause Selection Screen. That Screen displays the clauses and terms from a source you designate:
  
  
  • If your source is a 'folder of terms,' Pathagoras lists all of the documents in that folder.
    
    
  • If your source is a 'glossary,' Pathagoras lists all of the terms contained in that glossary.
    

Pathagoras then displays those clause onto a selection screen. Choose one, some or all of the clauses to create a new document or insert the selected clause into the current document.

• There are several alternatives to the document assembly method described above:
  
  
  • 'Mouseless' assembly: This feature allows you to type one or more clause names you want to insert into your document the left margin of a screen. Press the <Alt-G> trigger key and the clause names are read, located and inserted. This feature garners big "wows."
    
    
  • Clause Sets:  You can pour any number of clause names into a single document, and save that document out as a 'clause set'. When the clause set is called for assembly, each individual document referenced by the set is brought into the document.
    
    
  • DropDown Lists: This is the topic of a separate tab in this section of the website. Click DropDown Lists above.
    

• "SuperBooks": Pathagoras offers two additional 'cool tools' to make document assembly incredibly easy. They are called 'SuperBooks.'

  • A 'SuperFolder.' This is an ordinary Word document folder which has been designated as the SuperFolder in the Utilities/Settings screen of the program.

  • A 'SuperGlossary.' This is a standard Pathagoras glossary which has been designated as the SuperGlossary in the Utilities/Settings screen of the program.

  Both of these 'SuperBooks' are created and operate in a fashion identical to their counterparts described in the "Libraries and Books" discussion above. However, they operate independently of any library. Whenever you search for a clause mouselessly using an <Alt-G> call, Pathagoras will automatically look in the SuperBooks to see if the clause exists there.

• Image assembly: Pathagoras can automate the assembly any type of file that can be manually inserted into a Word document. This includes the assembly of image files of any type. A Pathagoras 'book' can be a folder of images, and the list of image files can be displayed into a Clause Selection screen.

• PDF assembly: Ditto the preceding paragraph.

• WordPerfect® assembly: Ditto the preceding paragraph.

Note: You should view Pathagoras as a document assembly engine. It provides the tools and the means for you to create anything from a simple to a highly complex document assembly system, but it uses your, not canned, text. Because the clauses are yours, Pathagoras is ideal for all settings and disciplines:  law offices, project managers, contract writers, bid specialists and any other office or setting where documents using extensive standard and boilerplate text are created. See Representative Customers.