Pathagoras Help System

CVA Sanitizing Document with +[. . .]

CVA Sanitizing Document with +[. . .]

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CVA Sanitizing Document with +[. . .]

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   "Sanitizing" your document: An alternative method. Let's assume that you are working on the kind of document described earlier. It is a Will with lot's of personal text. You can quickly sanitize using the methods described above OR you can (more manually) pre-marking the document and use the sanitizer button (marked "+[. . .]") near the top of the Create Variables Assistant screen. The pre-markup involves these steps:

1. Type the characters "+[" in front of the first instance of the text you want to convert, and a ']' at the end.

   For example:

Original text: "This will confirm your order of one thousand red widgets. You can expect delivery of your order no later than March 25, 2019. Thank you for ordering your supply of widgets from us."

Marked up text: "This will confirm your order of +[one thousand] +[red] +[widgets].  You can expect delivery of your order no later than +[March 25, 2019]. Thank you for ordering your supply of widgets from us."

Note in the example above that the second instance of 'widgets' is not marked. Pathagoras will change all instances of the bracketed text.

2. Click the 'Sanitizer' button from the Create Variables Assistant. When you click the button, Pathagoras will scan for each marked location and present all that it finds in a 'reverse' Instant Database screen. You provide as 'replacement text' the variable you want to replace the personal text.