Creating Clause Sets Automatically

To create a clause set 'automatically', simply run through a typical document assembly routine:

1.	Select the desired book of clauses from the Libraries & Books screen and press Next>> to display the Clause Selection screen;

2.	Select the clauses that you want to add to the clause-set. Figure 1 displays a sample of what your screen may look like.

Figure 1. The Clause Selection Screen (default view). Clauses in right panel ready for assembly.

3.	Click the More>> button in the lower left side of the screen. Several additional controls display, including “Create clause-set.” (See Figure 2.) Check it.

Figure 2. The Clause Selection Screen ("More" view)

4.	Press the Next>> button in the upper right corner of the screen. The selected clause names are inserted into a new, fully editable document.

5.	Save the table as a new document or glossary term. Pathagoras offers to do this for you automatically, depending upon the source of the set's terms, and even proposes a name for you. More on this below.

If you want to edit the clause-set, feel free to do so. You can add new clauses to the clause-set table by typing in the term name following the pattern of the table you see displayed in the new source document.

Example:

Here is what a clause-set table might look like after it is inserted into a new document:

clausesets3

Here is how to ‘read’ a clause-set:

•	The row of text above the table identifies for Pathagoras that this is a Clause-set table and (in parenthesis) the source of the clauses. In the example, the clauses all come from the “C:\office forms\contract clauses” folder.

•	A two column table follows. Only the left column is ‘important.’ It contains the clause names. The right column displays the subject given to the term (if any). It is helpful for the user, but not needed by Pathagoras.

----------

Saving the Clause-set

Once you have ‘perfected’ your clause-set, you should save it to a proper location. If you drew the clauses from a folder of documents, save the clause set as a new document in the same folder in which the source clauses exist. If the terms came from entries in a glossary, save the clause back into that same glossary from which the clauses were drawn. Pathagoras actually will take you automatically through this process.

For most effective use, you should name the clause-set with the prefix 'set_' at the beginning of its name.