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 PATHAGORAS™ Users' Guide, Part 4
Comments would be greatly appreciated to improve the usefulness of the text below and of the program.  Section G.
Document Assembly: 'Shelving' a Book in a Library
Summary:
By this point, you likely have created a few forms and maybe even a glossary or two. You also have neutered the text so that the various clauses and forms can be used in any setting. Now you need to be able to get to them easily. You do this by linking the book of your clauses and forms to a library. After that link is made, you can quickly access any clause or form with a few simple mouse-clicks. Any source of clauses is a 'book' in PATHAGORAS' document assembly lingo. If you have documents on your computer, you already have a book that can be used for document assembly. PATHAGORAS is programmed to read the contents of any folder, and display the names of each document in that folder onto a checksheet. Check off one, a few, or lots of clauses on the checksheet, press <Go> and, 'instant document'. A 'book' in the language of PATHAGORAS is any group of related clauses, documents or forms collected in a single location. The location can be a glossary (which is a single document containing the entire collection of terms) or a simple folder (just a standard Windows folder) which might contain the forms and documents and clauses that you have been creating up until now. Some of the earlier discussions and exercises presupposed that you have some books already shelved in a Library. Such may not actually have been the case. The following material provides you the actual (very simple) steps to do so.
Step 1: Display the "Libraries & Books" screen. To display the "Libraries & Books" screen, simply press the DocAssembly icon in the PATHAGORAS menu bar. It's the third one from the left. 
When you press the DocAssembly icon, a screen
containing the contents of your current library will display. The
current library is noted in the text box along the right side of the
screen beneath the words "Current Library." Upon installation of
Pathagoras, the default library is called DocAssemDemo (shown in the below
figure). You can easily add your own Libraries (and you are encouraged
to do so) but that is the subject of another lesson.
Because
there are 4 extra slots in the DocAssemDemo library, and
because we want to keep
things simple for now, let's just use that library. (Rest assured that
the
steps are the same no matter which library you are using.)
Step 2:
Select
an empty shelf (the first blank one, in this case, #7 is a good one to
use). A new item will
appear at the right hand side of the screen called 'Quick Set'. Press
it.
 Figure 3e Empty shelf #7 selected. The <QuickSet> button appears.. Step 3: Choose 'Glossary' or 'Folder'. After you press the Quick Set button, the following menu will appear. Choose the type of 'book' you want to place on the shelf. For purposes of this lesson, choose option #2, "Documents in a Folder." (If your goal is to insert a glossary as a book, choose option #1.) The assumption being made here is that, at the beginning your book is going to be a folder of clauses. Study the other choices as well. You eventually may want to map those kinds of books as well.
Step 4: Navigate
to the folder.
Follow
the prompts that will next appear. You will be asked to navigate to the
folder which contains the
documents/clauses/forms you want to place on the shelf in the current
library. Once you have navigated to the proper folder (you should be
'inside' the folder, and be able to see some of the documents that are
part of the folder), press the 'Save' button. That's it. You have
'shelved' the book your book within the
library. (Note: You do not have to highlight a particular document once
you have displayed the desired folder. Just make sure that you are
'inside' of the folder before you press the 'Save' button. All
documents
inside of the folder will automatically be included in the book.)
If you want to
add a specific glossary to
the library, you will be asked to highlight that glossary before
pressing 'Save.' Shelving glossaries is a fairly automatic function
that is done upon glossary creation and is rarely done via these
screens. Therefore, shelving glossaries is not emphasized on
this page.
However, the instructions which
accompany a press of button #1 in step 3 above should make shelving the
glossary a simple process. Step 5: Test your
work. Click on the
DocAssembly icon. Double-click on the
book that you just shelved. The documents
in the folder (the 'book') will be displayed in onto Pathagoras'
CheckBox
screen. Click on one,
several or all of
the documents/clauses you desire. Press <Assemble Clauses>
or <Insert Clauses> (depending upon whether you are creating a
new document or simply inserting the text into the existing document).
The selected text is instantly presented. (If you want to get a peek at
a clause to make sure it is the one you want to use, double-click on
the checkbox next to the clause.) Selecting or creating a new
library. What if your
default library is full and you want to add the book to another
library? Or, what if you want to simply overwrite a currently
assigned book with a new one? Or, what if, as you use Pathagoras more and more, you
want (and need) to
create you new libraries to house the books for various general subject
areas of your business or practice? All of the above challenges
are easily accomplished in Pathagoras. Replace book in current library: You can easily replace a book in
the current library with another of your choosing. Display the
<Settings> screen. Click on
the option button next to the book you want to replace. Press the
blue
<Browse> button and follow the steps, which are
identical to Steps 3,
4 and 5 above.
Add a new library: The DocAssemblyDemo library will not serve you well
for very long.
You will undoubtedly want to add a library that is more 'personal' to
your company, and add more and more libraries as you begin to realize
their tremendous benefit in office productivity. Here are the simple steps to add a
Library. |
