PATHAGORAS™ Users' Guide, Part 5
Books: Glossaries & Folders

  Section E.
"Instant Book"

While the contents of this section of the Guide are still 'valid' and accurate, the information has been reorganized with more illustrations and step-by-step guidance in a Manual that can be viewed at this link:

Instant Book.

     The previous sections of Part 5 discussed definitions and general concept surrounding the use of Glossaries within PATHAGORAS. This and the next section will provide detail on how to quickly create a new glossary, and add terms to it, using Pathagoras'  "Instant Glossary" and "Bulk Add" methods.

Summary:
      Pathagoras allows several methods to move large quantities of already existing text into a glossary. The first method discussed below requires you to 'mark-up' a document into its component clauses. After the 'marking' is complete, it allows you to transfer each designated clause into a new book (a glossary or a folder of clauses) in a single sweep.


Instant Book: A 5-minute tutorial
Actually the length of this tutorial is in direct proportion to the number of clause you intent to markup and add to your new book, but 5 minutes is more than enough time to devote to this exercise.

To Mark-Up Text to prepare for Instant Book (automatic mode):
  1. Recall a 'complete' document that you want to break into its component parts to your editing screen.
  2. From the Pathagoras dropdown menu, click "Clause Creation Tools ." Select the Instant Book tab. Then select whether you want the book to be a 'glossary' (all terms in one document) or a folder of clauses.'
  3. Follow the instructions and prompts which follow. Mark each section of text that you want to become a separate term by adding a 'marker' of an approriate number of "Enters" (just a press of the <Enter> key).  The instructions guide you as to when one, two or threee enters is most appropriate.
  4. When step 3 is complete, press the 'Continue' button and, at the prompts, provide a 2 to 4 letter prefix (make it meaningful, but abbreviated. E.g., "con" or "cont" for contacts, or "tr" or "trst" for trusts), a beginning number for the suffix, and an 'increment' amount .
  5. That is it. When you press the final <OK> button, the system takes over, and places each identified term into the new glossary. You will be given an opportunity to provide 'subjects' for each term in the final step which follow.
It's all very quick. It's all very easy.
Did we say that it was quick? It's not called "Instant Book " for nothing.
Click here for a more complete discussion of this important feature.
 

Part 5a discusses Glossaries in general.
Part 5b of this discusses creation of glossaries and adding terms 'one at a time.'
Part 5c discusses Simple List glossaries.
Part 5d provides detailed guidance regarding the Glossary Functions screen.
Part 5f  Detailed instruction on "Bulk Add".
Part 5g discusses the use and benefits of a 'General Glossary'.

View Introduction (Part 1).
View Part 2 of Users' Guide (PathSmart module)
View Part 3 of Users' Guide (SaveSmart module).
Return to Part 4 of Users' Guide (Document Assembly module).
View Part 6 of Users' Guide (Database Linking module)
Continue with Part 7 of Users' Guide (Other Features).