Pathagoras Help System

Design & Work Flow Concepts

Processing vs. Personalizing

Moving from basic to advanced

Illustration of Libraries -- Books Metaphor

File and Folder 'Pointers'

Discussion on Differences

Advantages of Plain Text Document Assembly

Document Assembly vs. Document Management

Beyond 'Major' Projects

Help Connections

Printed Version

Primary features

Getting Started

Download and Install

Prepare Folder(s) for Document Assembly

Creating a New Library

Shelving Your First Book

'Pathagorizing' Your First Form

Installation Checklist

Document Assembly

The Process, Technique 1

The Process, Technique 2

Libraries & Books Screen

'FreeStyle' Display

Clause Selection Screen

Files Included in Display

Buttons and Functions

'Rearrange' arrows

Forms 'Packages'

Assemble vs. Insert

View/Edit, etc.

Names vs. Subjects

Linear vs. Stacked

Expand (Clause Set)

Double Click Tools

Assembly Options

Add 'Hidden' Clause Names to text

Master Clause Table

Document Assembly Issues

Document Assembly 'Books'

Folder of Documents

The 'Technical Side' to Glossaries

Glossary vs. Folder of Terms

Adding ('Shelving') a Book

Pointing/Repointing via Settings Screen

Removing ('unshelving') a Book

Creating a New Library

Deleting a Library

Settings Screen

Assigning a Template

Assigning an IDB Mask

Assigning a Prefix

Show All Files in Folder

Adding Terms to a SuperBook

Compare to Prefix/Suffix Naming

Compare to AutoCorrect/AutoText

Mouseless Assembly

Order of Search

The Templates Screen

Creating a Template

'StartHere' Location

Assign Template to Book

Exempting Document from Assignment

Assign Template to Document

Paragraph Styles

Calls to other documents

Tables and Pathagoras

'Tag Along' Clauses

'Pathagorizing' Your Documents (Variables and Optional Text)

Variables - Definition

Creating Simple Variables

Creating Multiple Choice Variables

'Create Variables' Assistant

CVA Creating New Variables

CVA Using Existing Variables

CVA Adding New Variables

CVA Sanitizing Document with +[. . .]

Coverting HotDocs Documents

Nesting Variables

'Emphasis' (bold, ital, etc.)

Date, Formula and 'File Name' replacements

Limitations on Variables

Reusing Existing Variables

Pathagorizing using the IDB screen

<<*Options/Optional*>> Text Blocks

'Optional' Text ('Prompts')

'Options' Text ('Prompts')

Radio vs. Multiple Choice

Nesting Variables within Options

Create <<*Options*>> Assistant

Options/Optional Text in Headers/Footers

Suppress Processing

Testing & Editing

Administrative Text

<<*Ask*>> Prompts

Mandatory Elements

<<*Ask*>> Examples

Benefits of <<*Ask*>> Prompts

<<*AskValue*>> Prompt

<<*If*>> Prompt

Automatic Creation of <<*Ask*>> prompts

Saving <<*Ask* . . . records

Recalling <<*Ask* . . . record

{Simple Optional} Text Blocks

Enabling/Disabling

Options (Mixing Simple with Complex)

Dynamic Creation of Variables

Structure/Integrity Checker

Debugging Variables & Options Text

Summary of Variable and Optional Text Characters

Modifying Variable Names

A 'Big' Example

Instant Database Screen

Completing a Variable

Replacing Variables with Values

Variables, Number of

Variables, Length of

Variables, Special

<<Filename>> Function

<<Folder>> Function

'=' Equivalency Function

<S>pell out Function

<$>Currency Function

<F>ormat Function

Calendar and Date Math Features

Math and Date Math

<P>aragraph Function

<.x.> Function Reminders

Multiple Choice Selector

Embed Variable Names

Other IDB Functions, Features and Tools

More Tools and Settings

Other Uses for IDB

Screen Shots Depicting Screen Features

Input Form Masks

Creating a Mask

Making the Mask More Meaningful

Organizing Mask Entries

Assign Mask to Book

Using a Mask to 'Pathagorize' a document

Using Excel to Create Input Form

Importing Data Into Mask

Instant Database Records

IDB Files Location

Sharing Data with other programs

Archiving IDB Records

External Database Connections

Definitions and Concepts

Simple Merge of External Data

Mail Merge with External Data

Using *MultiChoice* Lists

Create Record via External Program

Create Record via Excel

'Fielded' Database Connections

Clauses: Adding and Editing

Glossary vs. Folder of Terms

Via Libraries & Books screen

Via DropDown Lists

Adding Clauses Manually

To a folder of clauses

The Quickest Glosssary Ever

Clause Conversion Tools

Glossary to Folder

Folder to Glossary

WordPerfect to Word Folder

Names and Subjects

Automatic Paragraph Numbering

General Infomation

Re-numbering Issues

Document 'Dis'-assembly

Disassembly: Common Elements

Select Document to Disassemble

Pathagorize Document

Deciding on the Scope of a Clause

Highlight & Add

The 'Master' Document

Semi-Manual Markup

Last Step Before Disassembly

Reverse 'Bulk Add'

Automatic Markup using Term Works!

Instant Book Markup

Editing the Results

Additional Dis-assembly Techniques

Building Blocks

Selecting/Refining Scope

Add Clause to Existing Book

Creating New Book

Prefix/Suffix Naming

Bulk Add connections.

Add text Where?

Setting Term Works! Defaults

Hints and Tips for Document Disassembly

Standard Screen

Minimized Screen

Underlines as Variables

GotForms: When To Use?

From Document Assembly

From the Clause Selection Screen

Adding Content to DropDown Lists

Repointing a DropDown List

DropDown List Notes

Debugging the List

Use & Special Features

WordPerfect Assembly 2

'Repeat' Blocks

Simple, with incrementing variable

Repeat with !Groups!

Series Connectors ('and' or 'or')

Repeating Tables & Rows

'Return' the Repeat value

Repeat Settings

AskRepeat with Options

Repeats Elsewhere

Repeat Alternatives

Repeat Restrictions

Testing Repeat Blocks

Creating Clause Sets Automatically

Creating Clause Sets Manually

Editing Clause Sets

Document Assembly with Clause Sets

Expanding Clause Sets

Notes, Hints and Tricks

Prefix/Suffix Naming Convention

Printing a checklist of names and subjects.

Prefix 'Parsing'

What if I change my mind?

Margin List Assembly

Names and Subjects Editor

Simple Application

Activating the Editor

Advanced Application: Prefixes

Advanced Application: Renumbering

Notes and Miscellaneous Items

Miscellaneous Editing Tools

Balancing Markers

Accessing Source Clauses

Search & Replace

Bulk Editing Tools

MultiChoice *Lists*

Creating MultiChoice *Lists*

Presenting Multichoice Lists

Cascading Options

Cascading Variables

MultiChoice *Lists* and Groups

MultiChoice *Lists* Table Location

MultiChoice *Lists* from Database

'Virtual' *List*

Locating, Moving, Pointing (to)

Sharing Your Lists

'If/Then . . .' Structure

The 'Ask Table'

Logic Assistant

Interview Wizard

Enable Interview

Instant Interview

Print Interview

Document Management

PathSmart Screen

SuperSmartPaths

Navigating the SmartPaths

Range and Filter Controls

Print Out SmartPaths

Saving a Document

Moving a Document

Deleting a Document

The More>> controls

Automatic Document Naming

Save to PowerPoint

Save as Source Clauses

Creating a New Profile

Deleting a Profile

Adding a SmartPath

Via Settings Screen

Removing a SmartPath

Mouseless Navigation

Network Operations

The Common Profiles Path

Enabling the Network

Network Features

Instant Database Issues

Upgrading Pathagoras

Synchronizing Books

'Use Local' Files

Settings Assistant

Utilities & Settings

Current Settings

End User Settings

All Settings and Options

Document Assembly

Separators and Connectors

Sharing Registry Settings

Registry Settings

Changing a Hotkey Assignment

Typing Expander

Navigating with Pathagoras

Locating document in a Book

Locating clause in a Glossary

Locate a clause in a DropDown List

Text boxes displaying folders

Compatibility Issues

Word 2007/10 Information

Quck Access Toolbar

Confirming that Pathagoras is installed 2

Line Spacing in 2007

Excel Interface

Access Interface

Outlook Interface

Comparative Approaches

Clauses vs. Templates

Naming Your Clauses

Prefix/suffix style vs. descriptive names

Manual vs. Auto Naming of final documents

Naming Your Variables

Bracketed vs. Non-bracketed variables

Multiple choice variables vs. Multichoice *Lists*

<<*Options/Optional*>> text vs. variables

<<*Options*>> vs. Multiple choice variables

<<*Options*>> vs. Clause Selection Screen

<<*Optional*>> vs. Selecting Clauses

Moving Text from Source to Final Product

Clause Selection Screen vs. DropDown lists

Clause Selection Screen vs. Clause Sets

Mouseless vs. everything else

Personalizing Your Documents

GotForms? vs. InstantDatabase

InstantDatabase Mask vs. InstantDatabase Scan

Storing Your Source Documents & Clauses

Folders vs. Glossaries

Documents vs. Templates

Mouseless vs. Everything Else 2

Using PathSmart Screen vs. Word 2

Direct Add vs. Duplicate 2

'Highlight & Add' vs. Direct Add 2

Bulk Add vs. Instant Book 2

SuperBooks vs. other locations 2

SuperBooks vs. other locations

Local vs. Network Storage

Adding Text to Source Books

Bulk Add vs. Instant Book

'Highlight & Add' vs. Direct Add

Direct Add vs. Duplicate

Using PathSmart Screen vs. Word

Mouseless vs. Everything Else

Miscellaneous Matters

Four-element toolbar

Two-element Toolbar

Customizing the Toolbar

Navigation via Textboxes

Other Navigation Tricks

Pointers (in general)

Default Settings

Administrative File Locations

System Security

Document Security

Compare to HotDocs® and others

'Plain Vanilla' Paragraph Numbering

Using Plain Vanilla

Tips and Tricks

Captions and Signatures

Capturing Data Independently of Document

Troubleshooting & FAQs

What's Happening?

Installation Questions

File Location Questions

Operational Issues

My document just sits there.

Upgrade Questions

General Questions

What version of Pathagoras am I using?

Valid Copy of Word Does Not Exist

Upgrading Issues

Upgrading Pathagoras

Upgrading my system or adding new users.

Upgrading Checklist

Uninstalling Pathagoras

Support

Customer Service

Non-technical Support

What is Different?

Help System Improvement Project

One Page Quick Start Guide

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