Pathagoras offers several ways of handling document sets. There is not a 'best way' for every office, so consider each alternative and then decide which one is works best for you. If the documents all have the same styles and layouts, it is marginially easier…
Q: "I have a group of clauses stored in a folder. I want my form document to be able to call in one, some or all of these clauses depending upon certain considerations. Can I call in a document 'by reference'? (I really don't have to have the same the same…
You can. 2 methods. Select the book containing the clauses to which you which to add comments and click 'Next' to display the Clause Selection Screen. Click the More button in the lower left corner of the screen and then click the Add Notes button from the…
You can! Just click the preview button that sits between the two panels in the Clause Selection Screen. If the view of the text is not ideal for that particular document, click the 'Reshape' button and you can view the text in a different layout.
Yes. And to the best of our knowledge, we are the only program can perform mail merge from plain text with no degradation in speed. You can use your existing Instant Database records, you can connect Pathagoras to an external data source (Excel, Outlook,…
There is no 'best way.' Here are 3 to consider. If the text you want to save is the entirety of the document you have 'on-screen,' just click SaveAs and navigate to the folder that equals the book. Pathagoras can do the navigating for you. Click the Document…
Just add a group name to the head of each options or optional block of text. A group name is any word or words you want to identify the group, surrounded by exclamation marks. Example: A. {!children!I have [number] children all under the age of 18 years and…
The goal of the document assembly modules is to create new documents for clients and customers. It does so quickly and accurately from existing text. The goal of document managment is too allow the user to quickly and accurately save and to quickly retrieve…
(A) If you have a backup service, it likely has the unaltered version in its storage. (B) You can use the Reverse button in the Power Tools section of the Instant Database screen. Recall the document to the editing screen. Display Instant Database (Alt-D)…
Q. I have a document called 'certificate' that is saved in my SuperFolder, but when I type 'certificate'<Alt-G>, a different copy of the document is being called into my document. Why? A. The most likely cause is that a document called 'certificate'…
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