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…
Pathagoras allows you to create up to 10 DropDown Lists. These Lists are always on, always active, lists that allow you 2 click access to any document in the folder to which the List has been pointed. The Lists display in the menu area of the Word screen…
Let's say you have a short letter with just few variables that you don't intend to save to a data record. You want to immediately start replacing the variables without the intervention of the Instant Database screen. Or, let's say that the 'variables' in…
Not directly, but very quickly. Pathagoras can parse out simple HotDocs terms and replace them with a 'Pathagorized' variable. Read more about Converting HotDocs here.
While the Instant Database screen was designed for locating and replacing [bracketed variables], it really is nothing more than a powerful find and replace tool. It can be used for anything you wish to search for in lieu of Word's find and replace routine.…
There is no 'master save' feature, but if you used the 'Document Package' feature, all the documents will have been pre-named and pre-saved in the client's folder you designate for the 'package.' Then it's just a matter of pressing Save and then OK to the…
This may be the most important page in this entire system. As you are implementing Pathagoras, keep it simple. We specifically designed Pathagoras to allow that. While we certainly want you to envision the future of having a fully Pathagorized office, at…
If you have adopted the prefix/suffix naming style, Pathagoras affords you what is probably the 'coolest' document assembly technique on the planet. We call it margin assembly. Here is how it works: Type the suffixes (the 'right' --typically numeric-- part…
Do this: Type the number 7 to your editing screen. Press Alt-G. You should see your 'MyDocuments' (or your default 'save-to') folder. Next, close the screen. Type the number 1 to your editing screen and press Alt-G. You should see the Pathagoras 'DemoDocs'…
When your multiple choice lists (e.g., [chocolate/vanilla/strawberry/Rocky Rocky/chocolate chip cookie dough]) begin to get fairly long, you may want to consider saving the choices into what we call a MultiChoice *List* and referencing the choices within…
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