System Requirements
PC with Microsoft® Word installed.
Pathagoras is an add-in to, and runs in
tandem with Word.
Works with Word 2000, 2002(XP), 2003 or
2007.
Operating Systems: Vista, Windows XP, Windows 2000. |
Pathagoras' 'flagship' product is the
multi-functional document
assembly and document management suite that carries that name. While
the various modules are listed below as if they were stand-alone
components,
Pathagoras is currently sold only as a bundled suite. Additional,
and more detailed, descriptions of the various modules can be found
under the 'Features' section of this site.
MODULE NAME
Documents
and Clauses
Selection Module |
PURPOSE & USE
This is the primary document assembly module. Upon request, Pathagoras
will read the names of all clauses stored in a designated folder
and display the results onto the left side of a two panel
display.
Select one, several or all of the available clauses from the
left panel and move
them to
the right panel. The final content of the right panel
reflects the content of the ultimate document to be assembled.
Press the Next button and Pathagoras will quickly assemble your
selection into a new document.
As used here, a 'folder' is any standard Word folder containing documents.
No special setup is
required. The folders in which you currently store
documents can be processed by this module.
|
DropDown
Lists |
Another document assembly tool. Pathagoras
can store and display the contents of a selected folder into an 'always on, always active' list.
This list
sits in the menu area of the editing screen. Once created, you can
'point and click'
the contents of any item in the list into your current (or
into a new) document. The lists are easy to create and easy to
use. Properly configured, DropDown Lists can make literally hundreds (potentially
thousands) of documents available to you in just two clicks.
A Pathagoras exclusive.
|
Instant
Database
Module |
This module allows the user to
personalize the assembled document to the needs of a particular
client or customer.
Pathagoras is programmed to read
all [bracketed variables] it finds in the current document and to
display what it finds into the left column or a two column screen.
Once the variables are listed, the user types in (or recalls
from the database) the appropriate 'replacement values' for
each variable shown.
When the <Next> button is pressed on the screen, Pathagoras
replaces the variables with the personalized text.
During this phase of the document assembly process, the user is given the opportunity to save the
variable-to-personal data match-ups to a Personal Data Record.
This record is stored and can be recalled for a later session
involving the same client or customer. That way the same data
will not have to be re-input.
Pathagoras can store and process up to 900
variables and their replacement values per client or customer.
|
Document Names
and Subjects
Editor |
A document management tool. It
is designed to
tame the often daunting task of renaming, and adding subject
modifiers to, a large quantity of documents.
Pathagoras displays
into an editable table
the
names and subjects (if assigned) of the documents in a selected
folder. With that table, you simply type the new names
of the documents. Your goal in changing names may be simply to
make them more meaningful to end users,
or to comply with office naming conventions or to adopt a new naming style
(perhaps the prefix/suffix naming style used so elegantly by
Pathagoras).
|
| PathSmart |
Pathagoras' primary document management tool
which simplifies the process of navigating from one folder of
documents to another. Using the PathSmart screens, you assign a folder
(any folder) to a number.
Thereafter, you can display the contents of that folder simply by typing the folder's
number to the editing screen and pressing a hot-key. There
simply is no faster
way to navigate to the various folders where you store documents
and forms.
Sorting and filtering tools provided within the PathSmart
screen display desired contents faster that can be done using Word/Windows tools
alone.
|
| SaveSmart |
The complement to PathSmart.
After a folder has be assigned a number, you can use the
SaveSmart screen to save
documents to the numbered folders (including sub-folders).
SaveSmart avoids all navigation to the target folder. Select a number, and the document is
immediately placed in the proper location.
A Pathagoras exclusive.
|
| Term Works! |
This tool allows the user to highlight any text and quickly add the
selected text to a designated Word folder or Pathagoras
glossary. There is no faster way to get new text you want to save to the
location where you want to save it.
|
Bulk
Add &
Instant Book |
These are Pathagoras' document 'dis-assembly'
modules. With either of these tools, you can quickly break up a complete document into its component parts.
Using Pathagoras' other document assembly tools and features, the individual components can later be reassembled into a
complete document.
The disassembled clauses themselves are only a start to a
complete system. Using Term Works and/or SaveSmart, you can (and
should) add
variety to the various clauses. Your goal is to have a wide selection
of clauses from which to choose during subsequent document
assembly sessions.
|
| Variable Creation Assistant |
This tool allows you to quickly 'neuter' documents.
Use it to
replace 'real people' values with [bracketed variables]. Get rid of all client/customer specific
information so that the possibility of carrying forward an old
client or customer's data into a new document prepared for a new
client is rendered impossible.
The Variable Creation Assistant can also be
used to quickly create 'optional text' blocks.
|
|
Trial Version |
The trial version of Pathagoras
contains all of the above modules. The only restriction is time
(if you consider 90 days to try a product a 'restriction').
|
|
Currently in Beta |
We are currently testing versions of Pathagoras™
that can be used within Microsoft®
Excel and Access.
They work
only in conjunction with the Word version of the product. They allow you to
create Word documents from within the Excel or Access programs using
data generated by Excel or Access. These modules are currently available at
no charge, but you must have Pathagoras (Word) installed and have
several working libraries to qualify for the beta.
Contact us for more
information. |
System Requirements:
PC with Microsoft® Word installed.
Pathagoras is an add-in to, and runs in tandem with, Word.
Works with Word 2000, 2002(XP), 2003 or 2007.
|
