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Via Settings Screen |
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1. Display the Document Assembly Settings screen. 2. Click the bookshelf on which you want the new book to appear. Once you have selected a shelf, two new buttons will appear toward the bottom of the screen. One says 'Browse' and the other says 'AutoSet'. Click <Browse>. 3. 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
4. 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. 5. When you have navigated to the desired folder, select one document in the folder.
6. 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. |