The Clause Selection Screen will typically display all of the documents in the folder or the terms in the glossary that has been designated at the 'book.'  You can cause the listing to be augmented or restricted in several fashions:

  Prefix: on the initial Document Assembly screen (we call it the Libraries & Books screen), look for the 'Prefix' list to the left of the Next button on the expanded screen. You can keep the prefix, and the subsequent listing will show only those clauses which begin with the prefix, or you may select another prefix (do so by typing in the prefix or selecting one from the dropdown that will appear if multiple prefixes have been assigned), or you may delete the prefix (click the 'x') and show all terms in the book.

 

  RichText files: The default scope of listing of the content of a folder is "*.doc" and "*.docx" files. You can include RichText ("*.rtf") files for automatic inclusion in the Clause Selection Screen display. To do so,

   ShortCuts: The default scope of listing of the content of a folder is "*.doc" and "*.docx" files, but you can include shortcuts to documents located in other folders. 'Shortcuts' can link to anything, including documents. Pathagoras can decode those links and, if it points to a document, can display in Pathagoras Clause Selection Screen the target of the links as if they were actual documents within the folder.

  ShortCuts are those devices which you frequently encounter on your desktop or which you see in folder listings that will (1) quickly transport you to another location, (2) call up a document that actually resides in another folder or (3) call up the program to which it points.

   Shortcuts are indicated by a little arrow on the face of the icon that otherwise represents the target. For Pathagoras purposes, we are primarily talking about shortcuts to Word documents. The shortcut icon is the same as the Word document icon, but with a curved arrow in the lower left quadrant, thusly:

  Using Shortcuts:  Let's say you have several folders each containing narrowly focused documents on a specific topic. You place the documents related to topic A into Book A, those related to topic B into Book B, etc.

   Let's further say that you have a folder of 'generic' documents. Because they contain 'universal' type text that you may use in a variety of situations, you want those documents to display on the Clause Selection Screen along with the 'A' documents whenever you display Book A, with the 'B' documents when you display Book B, etc.

   To accomplish this, navigate to the folder containing the generic documents. (This is simple Word/Windows stuff.) Highlight all of the documents/clauses for which you wish to create shortcuts. Right click and select "Create Shortcut". Windows creates the shortcuts and places them at the bottom of the display screen.

   Next, copy and paste the shortcuts into the folders represented by Book A, Book B, etc. (When you are all done with the exercise, you will probably also want to delete the shortcuts from the original location.)

   Now, whenever you display Book A or Book B, etc., through Pathagoras' document assembly routine, the 'native' documents AND the shortcuts will display. (Any shortcuts in the target folder will display after the native documents.)

   Document shortcuts will display by default, but if you find them distracting, you can elect not to display them by unchecking the box called "Display 'Shortcuts to' links'. You can locate this checkbox under "Utilities & Settings | All Settings | Document Assembly (tab) | Clause Selection Screen Defaults (section)".