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Document Assembly Document Management Instant Database DropDown Lists More!

    DropDown Lists are always on, always visible lists of clauses, documents or forms in a designated folder or glossary.  There is really nothing quite like a DropDown List to quickly access your frequently used documents and clauses.

  • DropDown Lists sit at the top of the screen along side of other drop down lists that you use every day. 'Fonts,' 'Font size,' and 'Styles' are examples of drop down lists.

  • Pathagoras can display and maintain up to 10 DropDown Lists simultaneously.

  • When you need a clause for your 'work in progress' (whether that clause is a single sentence or paragraph or a complete multipage contract), it is simply a two step 'point and click' to transfer the content of the selected clause into the document you are currently editing.

  • Document assembly from the same or from several folders can be quickly accomplished.

  • Pathagoras provides a toggle to the right of the DropDown List collection which allows you to select whether the next item selected from a List will be inserted into the current document, or whether a new document should be created.

  • A selection from a DropDown List always brings up a copy of the selected item, never the original. There is no risk that you will accidentally overwrite your source document.

  • Handy tools provided at the foot of each DropDown List allow you to:

    • change the width of the display to suit your needs.

    • switch the display to show document 'subjects' vs. document 'names' (assuming that you have assigned subjects to your document properties).

    • open the folder containing the listed terms. (You can quickly get to the source folder --no navigation required -- so that you can edit the source document.)

    • refresh the list to capture any new clauses added to the containing folder.

    • add highlighted text to the containing folder as a new document. Stated differently, you can simply highlight any text from any source, and add that highlighted text as a new document into the folder represented by the DropDown List. Pathagoras creates the new document automatically, saves it to the proper folder and refreshes the DropDown List. This is an absolutely remarkable tool that must be seen. A Pathagoras exclusive.

    • display the contents of the containing folder onto a Clause Selection Screen. From there, you can quickly select and assemble numerous (including all) items in the list at one time.

    • turn on/off Pathagoras 'Tree Service.'   Tree Service 'on' allows you the quickest possible access to the documents in the parent folder and any sub-folder beneath it.

  • 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 DropDown List can list all image files in a folder, and the user can simply point and click into the current document the appropriate image files with no navigation whatsoever.
     
  • PDF assembly: Ditto the preceding paragraph.
  • WordPerfect® assembly: Ditto the preceding paragraph.

Summary: If you typically build your final documents from complete documents or templates, DropDown Lists will save you countless steps compared to other systems, and even compared to Pathagoras' own document assembly systems.




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