|
Activating the Editor |
|
|
|
|
|
Activating the Editor |
|
|
|
|
There are three distinct ways to activate the Editor:
| 1. | from the PathSmart Settings menu, |
| 2. | from the Document Assembly Settings menu and |
| 3. | from the Editing Tools Screen. |
To activate using (1) or (2) above, activate the PathSmart or Document Assembly routines and then click the <Settings> button you see on the main screen.
Figure 1 The Documents Assembly Setting Screen
Select a SmartPath or Book you wish to work on. Then, look for the 
in the lower right quadrant of the Settings screen. (Figure 1. Note: the pencil button will not appear until you select a SmartPath or Book.) Click it.
To activate the Editor from the Editing Tools screen (choice (3) above), click on the Pathagoras drop down menu and then click the Editing Tools entry (Figure 1).
The screen shown below will appear. Scroll to the bottom of the “Editing Tools” tab and click the green "Edit Names & Subjects" button.
============================================
If you have enabled the Editor feature via (3) above, you first will be presented a choice to edit terms found in a 'folder of document' or in a 'glossary of terms.’ Make a selection and then navigate to the desired source.
If you have enabled the Editor feature via (1) or (2) above, Pathagoras discerns the source from the selections made in PathSmart or Document Assembly.
Pathagoras will display the names and subjects of each term onto a three column form. (Figure 2.)
| • | The first column contains a list of the original clause/document names. Don’t touch this column! It maintains the links to the current document/term names. |
| • | The second columns are for noting the changes you wish to make. |
| o | Rename the document or term in the second column. |
| o | Give or rename the document or term's Subject in the third column. (By default, the third column displays the document's current subject. If no subject was previously assigned, Pathagoras will duplicate the document’s current name.) |
Figure 2 Initial Display
Note that if you have not previously edited the documents, all three columns will contain substantially the same content.
Pathagoras will also generate a new toolbar (below) that will 'float' on your screen.
Above the table, Pathagoras will provide detailed instructions on how to use the table. Read them as a reminder.
'Sort' buttons allow you to sort by any of the three columns to give you a different perspective on how the names might display in other Pathagoras screens.
When you are happy with your new name and/or subject assignments, click <Apply Edits>. Pathagoras will quickly make all of the desired name and subject changes. It will 'repaint' the screen to reflect the new state of the folder or glossary.
You can make even more changes, if desired. Perhaps clauses aren’t yet quite in the best order, or a name or subject was incorrectly spelled.
When totally done, close the screen. There is no need to save the table. Pathagoras can quickly regenerate it. (But see "Notes" below for a situation where you may wish to save it.)
Page url: http://www.pathagoras.com/help/index.html?the_details.htm
