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