Instant Database

Even though you have 'assembled' a document, you still must personalize it to meet the client or customer's specific need. 'Personalizing' a document is simply replacing the variables with appropriate names, addresses, quantities, colors, etc.

No document assembly system is complete without an efficient means by which it can collect the uncompleted variables in the document onto a single screen and replacing those variables with personal data. (Variables are place holders that await replacement with personal data before the final document is signed, mailed or otherwise fully processed.) See Variables.

Pathagoras provides two tools to accomplish this task:

•	The primary variable replacement tool is the ‘InstantDatabase’ (‘IDB’) module. IDB is the topic that will be discussed in the sub-parts to this section. The IDB screen is displayed by pressing the keyboard hotkey combination <Alt-D>.

•	A second variable replacement tool is called GotForms? GotForms? is discussed in a separate section to this manual. It is activated by pressing the hotkey combination <Alt-S>.

Instant Database and GotForms? use the same basic program modules and are conceptually almost identical. Their main differences are these:

•	The Instant Database module operates on all document variables at one time. All variables are presented on a single screen and you provide replacement text in the spaces provided. (This is the functional equivalent of completing a client or customer 'intake sheet.')

•	With the Instant Database module, you can save the replacement values for reuse with other documents. This is not possible with GotForms?

•	GotForms? is more narrowly focused. It operates on a single variable at a time. It is designed for rapid, one time replacement of only a few variables which may reside in a form or document.

Click the button in the menu bar to read more about the Instant Database.

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