| Introduction |
| Primary features |
| Help Connections |
| Definitions & Concepts |
| Download and Install |
| Discussion on Differences |
| Document Assembly vs. Document Management |
| Beyond 'Major' Projects |
| Printed Version |
| Getting Started |
| Prepare Folder(s) for Document Assembly |
| Creating a New Library |
| Shelving Your First Book |
| 'Pathagorizing' Your First Form |
| Document Assembly |
| The Process |
| Libraries & Books Screen |
| Clause Selection Screen |
| Buttons and Functions |
| Add and Remove |
| 'Rearrange' arrows |
| Widen Screen |
| Assemble vs. Insert |
| View/Edit, etc. |
| Names vs. Subjects |
| Smart Notes |
| Preview |
| Expand (Clause Set) |
| Double Click Tools |
| Little Checkboxes |
| Master Clause Table |
| Document Assembly Books |
| Folder of Terms |
| Glossary |
| Glossary vs. Folder of Terms |
| Adding a New Book |
| Quick Set |
| Via Settings Screen |
| Removing a Book |
| Moving a Book |
| Creating a New Library |
| Deleting a Library |
| Settings Screen |
| Assigning a Template |
| Assigning an IDB Mask |
| Assigning a Prefix |
| SuperBooks |
| SuperGlossary |
| SuperFolder |
| Adding Terms to a SuperBook |
| Compare to Prefix/Suffix Naming |
| Compare to AutoCorrect/AutoText |
| Mouseless Assembly |
| Double Angle Bracket Functions |
| Order of Search |
| Paragraph Numbering |
| Templates |
| 'Template' Defined |
| Creating a Template |
| The Templates Screen |
| Assign Template to Book |
| Assign Template to Document |
| Tree Service |
| Clauses: Adding and Editing |
| .doc vs. .dot |
| Glossary vs. Folder of Terms |
| Term Works! |
| Screen Tour |
| Creating New Book |
| Add Clause to Existing Book |
| Prefix/Suffix Naming |
| Bulk Add connections. |
| Libraries & Books |
| Document 'Dis'-assembly |
| Instant Book |
| Bulk Add |
| Term Works! |
| Compare |
| Adding Clauses Manually |
| To a folder of clauses |
| To a Glossary |
| The Quickest Glosssary Ever |
| Editing Source Clauses |
| Clause Conversion Tools |
| Glossary to Folder |
| Folder to Glossary |
| Smart Notes |
| Names and Subjects |
| Styles |
| Clause Sets |
| Creating Clause Sets Automatically |
| Creating Clause Sets Manually |
| Document Assembly with Clause Sets |
| Expanding Clause Sets |
| Notes, Hints and Tricks |
| Editing Tools |
| Color Coding |
| Balancing Markers |
| Names and Subjects Editor |
| Simple Application |
| Activating the Editor |
| Advanced Application |
| Notes and Miscellaneous Items |
| 'Pathagorizing' Text |
| Variables |
| Simple Variables |
| Multiple Choice Variables |
| Groups |
| Titles |
| Multi-Choice *Lists* |
| Inserting Variables Into Source Documents |
| 'Create Variables' Assistant |
| Drop Down List |
| Drag and Drop |
| Pathagorizing using the IDB screen |
| Debugging Variables |
| <<*Optional*>> Text Blocks |
| 'Optional' Text (advanced) |
| 'Options' Text (advanced) |
| Nesting |
| Grouping |
| Miscellaneous |
| "Anatomy" |
| Suppress Processing |
| {Optional} Text Blocks |
| Differences |
| Testing Options blocks |
| <<*Options/Optional*>> Creation Assistant |
| Repeat Function |
| Summary of Variable and Optional Text Characters |
| Instant Database |
| The basics |
| 'Emphasis' (bold, ital, etc.) |
| Variables, Number of |
| Scan |
| AutoScan |
| Personal Data Records (PDR) |
| <<Filename>> Function |
| <P>aragraph Function |
| <S>pell out Function |
| <$>Currency Function |
| <> Function Reminders |
| Date and Date Math Features |
| Calculator |
| Math |
| Equivalency Functions |
| On-Screen Utilities |
| Multiple Choice Selector |
| Widen Screen |
| Sharing IDB Records |
| Other IDB Functions, Features and Tools (COPY) |
| IDB Settings & Tools |
| Other Uses for IDB |
| Screen Shots Depicting Screen Features |
| Sharing Data with other programs |
| Linking to External Databases |
| Archiving IDB Records |
| Replace Variables with Documents |
| Masks |
| Creating a Mask |
| Making the Mask More Meaningful |
| Organizing Mask Entries |
| Assign Mask to Book |
| Using a Mask to 'Pathagorize' a document |
| Sharing Masks |
| Password |
| GotForms? |
| Standard Screen |
| Minimized Screen |
| Show Context |
| DropDown Lists |
| From Document Assembly |
| From the Clause Selection Screen |
| 'Free Hand' |
| Use & Features |
| Adding Content to DropDown Lists |
| DropDown List Notes |
| Image Assembly |
| PDF Assembly |
| WordPerfect Assembly |
| Prefix/Suffix Naming Convention |
| What Is It? |
| Why use it? |
| Printing a checklist of names and subjects. |
| Prefix Table |
| Prefix 'Parsing' |
| What if I change my mind? |
| Margin List Assembly |
| Document Management |
| Definitions |
| PathSmart Screen |
| SmartPath |
| SuperSmartPaths |
| Navigating the SmartPaths |
| Range and Filter Controls |
| Printout SmartPaths |
| SaveSmart |
| Saving a Document |
| Moving a Document |
| SaveAs/MoveAs |
| Deleting a Document |
| More>> |
| SaveSmart for Source Clauses |
| Creating a New Profile |
| Deleting a Profile |
| Adding a SmartPath |
| Quick Set |
| Via Settings Screen |
| Removing a SmartPath |
| Settings |
| Mouseless Navigation |
| Utilities & Settings |
| Current Settings |
| File Locations |
| Upgrades |
| Miscellaneous |
| HotKeys |
| Alt-G |
| Alt-S |
| Alt-D |
| Alt-N |
| Changing a Hotkey Assignment |
| Network Operations |
| The Common Profiles Path |
| Enabling the Network |
| Using Network Features |
| Upgrading Pathagoras |
| Synchronizing Books |
| Compatibility Issues |
| Worldox® |
| Word 2007 Information |
| Confirming that Pathagoras is installed |
| Customizing, Part 1 |
| MyPathagoras Ribbon |
| Excel Interface |
| Spreadsheet Management |
| Instant Database |
| Data Collection Form |
| Creating a Data Collection Form (Excel) |
| Creating a Personal Data Record (Excel) |
| Merging Data with Document |
| Access Interface |
| Outlook Interface |
| Comparative Approaches |
| Naming Clauses |
| Prefix/suffix style vs. descriptive names |
| Manual vs. Auto Naming of final documents |
| 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 |
| Moving Text from Source to Final Product |
| Clause Selection Screen vs. DropDown lists |
| Clause Selection Screen vs. Clause Sets |
| Mouseless vs. everything else |
| Personalizing Final Documents |
| GotForms? vs. InstantDatabase |
| InstantDatabase Mask vs. InstantDatabase Scan |
| Storing Your Source Documents & Clauses |
| Folders vs. Glossaries |
| Documents vs. Templates |
| SuperBooks vs. other locations |
| Adding Text to Source Books |
| Bulk Add vs. Instant Book |
| 'Highlight & Add' vs. Direct Add |
| Direct Add vs. Duplicate |
| Navigating |
| 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 |
| 'Plain Vanilla' Paragraph Numbering |
| SavingStyles |
| Using Plain Vanilla |
| The 'Technical Side' to Glossaries |
| Backup/Restore |
| Backup |
| Restore |
| Default Settings |
| Security |
| Apply Wait |
| Compare to HotDocs® and others |
| FAQs |
| Installation Questions |
| Operational Issues |
| Upgrade Questions |
| Style Issues |
| General Questions |
| VA CLE |
| What is Different? |
| Customizing |
| Trial Version |
| Upgrading Pathagoras |
| Uninstalling Pathagoras |
| Support |
| Technical Support |
| Non-technical Support |
| Help System Improvement Project |
| One Page Quick Start Guide |
© 2008 Innovative Software Products of Virginia, LLC