Create Record via Excel
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And last, but not least, Pathagoras offers an Excel version of its program. Among other things, you can fill out a form in Excel designed to capture the very same data used in Pathagoras for Word. The benefit of the Excel version is that much fancier intake forms can be designed. The form can be completed locally or sent via email or posted on the web for complete by a client or customer. When the completed form is sent back, an Instant Database record can be created in three mouse clicks.
The process is outlined in the Pathagoras for Excel Manual. See in particular Section 6 "Data Collection Forms" for instructions and illustrated examples.