Instant Book

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Document Dis-assembly: Instant Book

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Marking up a document for Instant Book

   Pathagoras provides easy to use tools by which to accomplish this document ‘disassembly.’ The example here illustrates how one might create a book of terms using the ‘Instant Book’ tool. (Other book creation tools exist. They are listed at the foot of this section.)

   Markup #1: Mark where each new clause is to begin. Any marker will do. We have used “(*)” in the example shown above.

   Markup #2: Change ‘real names’ and other personal references to variables. Add other variables as appropriate. These variables will pass through to the assembled document that you intend to create in other sessions.

   Markup #3: Mark the beginning points of each section of the text that you want to be a separate clause. You can use any character or set of characters to mark these begin points. Our suggestion is ‘(*)’

   lightbulbsmallHint: Once you have decided on the special marker, and typed it once, you should copy it into your clipboard. Then you can easily paste it at each location you want a new clause to start. That will save time and avoid typos.

   redarrowIf a paragraph contains auto-numbering fields such that you cannot move the cursor in 'front' of the number, the marker should be placed adjacent to the first character to the RIGHT of that number.  

   Once done with Markup #3, select Pathagoras’ Instant Book tab from 'Clause Creation Tools' found in the Pathagoras dropdown menu.

If you want to disassemble the document into separate documents into a Word/Windows folder, click the top button.
If you want to create a glossary (where all terms are stored in a single document, separated by bookmarks), click the lower button.

   Pathagoras will then ask a series of questions for you to answer:

“What name do you want to give to your book?”  Any name will do, but it should be meaningful to you. If you are creating a glossary, must end with the word “glossary” (not case sensitive; spaces in the name are fine).
“Where do you want the new book to be saved?” (The default is the directory from which the original document came. Or you can navigate to a new folder.)
"What prefix do you want to use?" (Pathagoras will use its standard prefix/suffix naming style when it names the various clauses for you. Provide a two to four character prefix. We suggest a prefix that is meaningful and which will help you and others to remember the types of clauses saved in the book. For example, a book of will clauses might start with the prefix ‘will’.)    

In creating your clauses, Pathagoras will assign names using the prefix/suffix style of naming. This has distinct advantages, especially if you wish to recall of term from the editing screen. See Prefix/Suffix Naming Style. Don't worry that the prefix/suffix style name may initially be meaningless to you. You will be adding a 'Subject’ to each clause so that you can readily tell the import of the term. This way, you have the best of both worlds.

"What is the number for the first clause?"  The default is ‘100.’ (Continuing with the above example, the first clause ultimately will be named ‘will100’.)
"What numerical increment between clause numbers do you want to use?"  (Default is 10. This allows Pathagoras to automatically number the clauses for you, yet leaves room for you to add your own clauses.)

   Once all the questions are answered and you direct the program to proceed, Pathagoras will quickly search out the designated special marker. Following the rules you provided, Pathagoras assigns the appropriate names to each new document or glossary term.

    The new book will automatically be added to your current library. If your current library is full, it will ask you for another library, or ask if you want to create a new library.

   After the book is created, Pathagoras will then

(1) offer to generate a helpful instruction guide on how to 'perfect' the book for most efficient use in your office. If this is your first time, do print and read the instructions. They will not be repeated here.

(2) offer to help you to complete the assignment of ‘Subjects’ for each term. For the latter, Pathagoras will scan the first line of each term. If the first line (or first words of the line) are in bold, italics, underlined or all ‘caps,’ Pathagoras will propose those words as the term’s subject. (The ‘subject’ is what appears next to the term’s name in the document assembly screen, in dropdown lists, in the various printouts that you can generate, and other places where you need a full description, not the prefix/suffix 'formal’ name.

   With the above steps completed, you now have a fully functional ‘book.’ You can easily add more terms to the book using Pathagoras 'highlight & add’ routine: Highlight the text you want to add and press <Alt-G>. The Term Works! screen will appear. Give the new term a name and a subject and then click the Add Term button. Select the book into which you want the term saved, and it is quickly done for you. Using other tools (including ordinary Word 'copy and paste’ tools, you can further augment and refine the book to create a powerful, yet easy to modify and easy to understand document assembly system.

    If you do not want Pathagoras to automatically name your documents, you can pre- name them yourself. Pathagoras can still do the disassembly for you. That routine is called “Bulk Add.”  It is illustrated and discussed at this link.


See Other Document 'Disassembly' tools

Bulk Add

Highlight & Add (Term Works!)

SaveSmart

Manually add new terms

Compare Instant Book to BulkAdd

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