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Creating and Storing Clauses
A 'clause' is the smallest component of a document assembly system. A clause is the building block of future documents you intend to build. Properly constructed, they will allow you the infinite document assembly possibilities you may be seeking.
Pathagoras stores clauses used in its document assembly system in a way quite unique from its competitors:
| • | Pathagoras saves clauses in standard Word folders |
| • | Pathagoras saves clauses as standard Word text. |
| • | You are able to find your clauses using ordinary Word navigation techniques. |
| • | You are able to edit your clauses using ordinary Word editing techniques. |
| • | The tools and shortcuts that Pathagoras provides to locate and edit clauses are intended to augment, not replace, what Word provides and what you already know. |
There are numerous ways for you to add clauses to your document assembly books. A fuller discussion is found in the subparts that follow:
| 1. | Manually add a clause. Simply save a new document to the folder representing a book. It is no more complex than that! |
Pathagoras performs many of its essential tasks by simply reading and reporting what is currently contained in the document folders that you have assigned to bookshelves. If a 'book' contains 20 documents, and you add a 21st, the Clause Selection Screen will display those 21 documents. We don't think anything could be easier.
| 2. | Libraries & Books Screen: If the book into which you wish to add text is in your current Library, simply click the Document Assembly icon (which will display the Libraries & Books screen), select the appropriate Book and click the "Save to" button. Pathagoras displays the Term Works! screen where you can name the term and assign a subject. Click Next>> and you are done. It couldn't be easier. |
| 3. | Highlight & Add. Highlight text from any source. Press <Alt-G>. The Term Works! screen will appear. Provide a Name and a Subject for the new term. Point to the book (folder or glossary) into which you want the term saved. Nothing more. |
| 4. | Instant Book. Take a complete document and dis-assemble it into its component pieces. Then, take some of those component pieces and create different versions of some or all of the clauses to reflect different circumstances. You will soon end up with a substantial system from which an author can select among a wide variety of choices. |
| 5. | Bulk Add: A variation of Instant Book. The differences are described in the sections where these tools are described. |
| 6. | DropDown Lists: For most, this method will be the easiest. It is actually the most elegant. Once you have created a Pathagoras DropDown List of terms in a folder or a glossary, you can quickly add more terms to that book simply by highlighting the text and clicking the "Add Term" control that appears at the bottom of the list. |
| 7. | SaveSmart: While a document management tool, it works quite well in supporting the document assembly module. You will want to assign a folder into which you wish to save new documents as one of your SmartPaths. Once you have done that, you can easily save any text (whether a complete document or just a portion of a document, into the assigned SmartPath. |
Hopefully, as you read through this manual, you will see and understand that, with Pathagoras, adding a new clause to any book is not a complex, high level process. Rather, it can be as simple as composing text and saving that text into a Word folder. And editing the clause is nothing more than opening the document you saved and making the changes you want.
Click on the Clauses: Adding and Editing button at the left (Table of Contents) for more information.
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