'Pathagorizing' Your Documents (Variables and Optional Text)

We call the process by which a document or form is prepared for use by our program: 'Pathagorizing'. Actually, it is really called 'neutering,' but we had so many complaints from dog owners that . . . well, you get the picture. And it is also called 'sanitizing.'

Regardless of what you call it, the concept refers to removing actual names, addresses and other personal information from a complete document and adding variables and <<*Optional/Options*>> text blocks. These elements turn a 'plain' document into an 'automated' document. .

'Pathagorizing' is a phrase coined by us. Do not look for it (yet) in a dictionary.

The goal of 'Pathagorizing' is to create documents that:

1.	contain no text that could identify an existing specific client, patient or customer and

2.	can be quickly and accurately and professionally personalized.

The more neutral the source document, the less the chance that there will be a noun, pronoun or verb that would be inappropriate in your new product, or that personal information that could violate a client or patient privilege would reside in the initial drafts.

Pathagoras provides may tools to automate adding variables and <<*Optional/Options*>> text blocks to your documents. But, as you are Pathagorizing text, keep in mind that you are always working with a standard Word document. The positive consequence of that can be summarized this way:

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When you are creating variables, you can ignore all of the automation tools. You can Pathagorize any document just do so by typing the appropriate boundary text from your keyboard. [Customer Name] is a variable whether you type in free hand, or insert it into your document using another technique that Pathagoras provides.

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If you have a variable that you want to place in multiple spots throughout your document, type it once. Highlight it. Copy (Ctrl-C will do it) it into your clipboard and then paste (Ctrl-V) it where you want it. (Yes, Pathagoras can do this for you through its various tools, but you should take comfort in knowing that there is nothing 'magical' about what it is doing.)

•	If you are Pathagorizing an existing document with a name (e.g. "John Doe") throughout the document, use the Find & Replace tool to find John Doe and replace it with [Customer Name]. Same result.

Click on the Prefix/Suffix Naming Convention button at the left (Table of Contents) for more information on how to Pathagorize text.

Editing: Because all text needed to create any variable is 'plain text', you do not have to have Pathagoras loaded on your system in order to create them. You can create and fully edit them anywhere. This allows ‘at home’ and third party editing.

Click the button in the menu bar to read more about 'Pathagorizing' your text.

'Pathagorizing' Your Documents (Variables and Optional Text)						Pathagorizing_Text Dear Support Staff,
'Pathagorizing' Your Documents (Variables and Optional Text)