To quickly assign any existing Word folder as a document assembly source:

Figure 1. The Pathagoras Toolbar.

The Libraries & Books screen appears.

2. Click on an empty bookshelf. (In the below example, bookshelf 7 is empty. A 'Quick Set' button is revealed in the lower right side of the screen.)

3. Click it.

Libraries & Books screen. The <Quick Set> button is revealed when an empty bookshelf is selected.

 

4. Pathagoras displays a menu from which you can choose the 'type' of book to place on the shelf. Examine the choices. For this example, select "DOCUMENTS in a FOLDER." (This will be choice #1 or #2.)

Choose the content of the book to place on the empty shelf

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5.  Follow the remaining prompts and navigate to the folder (any folder) that you wish to be a source for document assembly clauses. If you are just getting started, just select a folder that contains documents that you frequently use.

6.  When you have navigated to the desired folder, select one document in the folder.

7.  Press the "OK" button in the window to lock in the folder choice. The remaining prompts allow you to assign a nickname to the folder, and to make certain other 'administrative' decisions. When done, close any residual overlay screens and return to a blank page.

NOTE: The Quick Set process described above only works when a bookshelf is blank. To replace an existing book, you must go through the Settings screen. That is the topic of the next section.