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Pathagoras can quickly scan a document for words that exist between brackets. To Scan a document:
| 1. | Press the <Alt-D> key combination to display the Instant Database screen. The screen will probably be blank. See Figure 1, below. |
| • | If the AutoScan feature has been selected, the screen will be populated with terms located in the AutoScan in the left column. (In other words, the next step was automatically performed.) |
| 2. | If AutoScan did not populate the screen, click the blue Scan button in the lower left portion of the IDB screen. |
| 3. | Pathagoras will display the results of the scan onto the IDB screen. Figure 2. |
Notes:
| • | All bracketed words are presumed to be the document’s variables. Occasionally, Pathagoras will identify a bracketed term that is not in fact a variable. |
Example: Author and secretary initials are frequently presented at the foot of a letter in brackets. they will be picked up on the scan. When that happens, you can simply ignore it. It will remain in your document perfectly intact.
| • | Pathagoras’ default 'enclosing' characters for Scanning are ‘[’ and ‘]’. However, you can change the default characters to any character or character sets of your liking. They can be a single character (more traditional) or up to 3 characters (e.g., “[*&” and “&*]”) |
Exception 1 to the above 'anything goes' rule: The enclosing characters “<<” and “>>” are reserved by Pathagoras for other purposes. They cannot be successfully used as enclosing characters for the Instant Database system.
Exception 2 to the above 'anything goes' rule: The enclosing characters for variables must be different from those chosen for 'Simple Options.' While it may seem obvious, it is still a 'rule'.
| 4. | Once the scan is done, your job is to pair the variables with replacement data. Hand-type the personal data to replace the variables. Figure 3. |
| • | If a Data Record was previously saved for a specific client or customer, you can simply recall the Record. It will appear under the Existing Data list in the upper right section of the screen. No retyping required (unless of course, you need to change a specific value from the saved record). |
Figure 1. A 'blank' Instant Database screen. The ‘search for’ text (typically a Document Variable)
appears in the left column. You would provide the ‘Replace With’ text in the right column.
Figure 2 Document scanned. Bracketed variables placed in left column.
Multiple choice variaables are shown in dropdown lists.
Figure 3. A 'completed' Instant Database form.
See Also: