Moving a Book |
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Moving a Book |
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Moving a Book
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Moving a Book |
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Moving a Book |
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As you build more and more libraries, and populate them with books, you may wish to better organize things at the Windows level. You may want to move estate planning documents to a folder that is separate from your Real Estate clauses. This will allow you to be more efficient when you activate Tree Service and other Pathagoras features. Indeed, Pathagoras encourages this kind of reorganization. Keep in mind at all times that a book is simply a Word document (if a glossary) or a Word folder (if a folder of terms). The book can be 'handled' in the same way you handle any other document or folder.
If you move a book, you do need to make sure that the pointers that Pathagoras originally registered for the book are pointed to the new location. Since Pathagoras has no way to know where you moved a particular book, repointing must be performed manually. (If you move a book without repointing the registered locations, Pathagoras will issue an error message the next time you make a call on it. To avoid the message, or to respond to it if issued, follow the below steps.)
There are 5 pointers about which you need to be concerned when you move a book. Not all will be relevant to your situation, but we list them all here. The first 4 are common 'culprits' to look at if things are not working correctly after a move. All are very easy to correct.
| 1. | Document Assembly Settings: Display the Settings for the library in which the book resides (do this by clicking the Document Assembly icon and then the Settings button). Click on the proper shelf and then click <Browse>. Follow the prompts and point the book to the new folder. |
| 2. | Prefix pointer settings: Display the Settings for the library in which the book resides. Click the tab marked Prefix. Click the Assign button to reregister the prefix in the Prefix Pointer table to the new folder or glossary. (This step can be accomplished immediately after #1, without having to reopen the Setting screen.) |
| 3. | SuperBook: If the book you have moved is one of your SuperBooks ('SuperFolder' or 'SuperGlossary'), make sure that you re-point the SuperBook's setting to the new location. Display Utilities/Settings and select File Locations tab. Click the black ‘Set’ button to the left of the box labeled SuperFolder or SuperGlossary. Follow the prompts to re-point the link. |
| 4. | DropDown List: If the folder or glossary is also reflected in a DropDown List, be sure to perform a «Replace» operation. «Replace» is found at the bottom of the DropDown List. |
| 5. | SuperFolder (#2): If a glossary is in issue, and that glossary was previously stored in a folder in the SuperFolder, Pathagoras will no longer automatically search within it. You must point something to it. Check out the Order of Search rules to make sure that Pathagoras will 'see' the glossary (again). |