Feedback on: Pathagoras Help System - Document Assembly with Clause SetsDocument_Assembly_with_Clause_Clause Sets > Document Assembly with Clause Sets /Dear Support Staff,
Document Assembly with Clause Sets
Build a document using a clause-set via the Clause Selection Screen:
1.
Click the Document Assembly icon.
2.
Select the book that contains the clause-set.
3.
Select the ‘Show Clause Sets Only’ option from the ‘Display Options’ box that appears.
4.
Click <Next> to display the Clause Selection screen.
5.
Choose the appropriate set from the Clause Selection screen.
6.
Optional: If you want to display the contents of the clause set in order to remove specific clauses which are not appropriate for this particular client or customer, click the <Expand> button that appears between the two panels. All clauses comprising the clause set will be shown. Remove non-desired clauses by selecting the clause from the left panel and click the <Remove> button.
7.
Select <Assemble> or <Insert> and then click <Next>.
Mouseless Assembly using a Clause Set:
If the clause-set has been built on clauses which follow the ‘prefix/suffix naming convention,’ and if you know the clause-sets name, you can avoiding the Clause Selection and all intermediate screens. Simply type the name on any blank line on your editing screen and press <Alt-G>. Pathagoras will find it for you directly. (You can even omit typing the “set_” prefix.) For this reason, it is a good idea to keep a checklist of set_clauses handy. See Checklist.
