A 'Matter Record' is simply the pairings of variables and the values saved to a file on your computer typically under the name of a client or customer. This data record can be reused with other documents containing the same variables, avoiding reentry of the same data.

   The "Instant Database" is so named because of its ability to 'instantly' create the matter record and to maintain a database of these Matter records with little effort on the part of the user..

Creating a Matter Record:

After document assembly ("ad hoc"):

   Fully discussed under the Scan sub-heading. Creating the Matter Record after the assembly of the document is the 'classic' technique, but by no means a required technique. You can create a Matter Record at any time.

Prior to document assembly:

   Pathagoras contemplates that many offices may wish to input a client or customer's data independently of a document assembly session. So, a data input clerk who has no document assembly responsibilities can still create a Matter Record for use by another staff member during a later document assembly session.

   In order for this feature to work effectively, you must have previously created an 'Input Form Mask' into which the personal data can be input. An Input Form Mask is simply an Instant Database screen which contains a complete list of the variables for which you wish to capture personal data. The mask becomes the vehicle by which Matter data can be requested and then stored.

   See Masks for the steps needed to create an Input Form Mask.

Using a Matter Record:

   Assemble a second document for a client or customer. Press <Alt-D> to display the Instant Database screen. Instead of scanning for [bracketed] variables or recalling a mask, click the Matter Record dropdown list. Find and click the client or customer name you saved earlier. Make any changes to the data that may be appropriate. Click Next>>. That is all!

 

 

Page url: http://www.pathagoras.com/help/index.html?personal_data_records.htm