<Alt-G> recall
If you happen to know the name of the document that resides in one of your DropDown Lists, you can simple type the name to an empty line in your document and press <Alt-G>. Pathagoras will find and insert it. This quite literally makes hundreds of terms (or however many you have in your combined DropDown Lists) instantly available. (If you cannot remember the names, you can print out lists and keep the full or edited down lists at your side.)
Recall by Substantive name
Many firms use sorting characters in front of the substantive document name so that the documents can be listed in a desired alpha-numeric order. Perhaps the sorting characters indicate a 'last update' date. Regardless of the nature of the prefix, it likely is not intutive for the recall method described above. Who can possibly remember that the Preamble clause is really called "002.045A.001 Preamble" Pathagoras can ignore these preamble characters, allowing you to recall the desired document simply by typing its substantive name.
• Exclude Sorting Characters (1, below):
Many firms use sorting characters in front of the substantive document name so that the documents can be listed in a desired alphanumeric order. Sometimes the sorters are a simple digit or two: "01 Preamble"; "02 Family". Sometimes there are 'Dewey Decimal' style: "002.045A.001 Preamble"; "002.045A.002 Family".
Regardless of the nature or length, Pathagoras allows you to exclude the first X characters from a clause search, enabling you to type just the substantive text and <Alt-G> to recall the term from the DropDown. The 'X' characters to exclude setting is found at "Pathagoras Features | DropDown Lists | DDL Menu | Settings and Options". So in the example names above, you could just type 'Preamble'<Alt-G> or 'Family'<Alt-G> and the desired clause will be inserted where desired.
When set, you can type 'Preamble'<Alt-G> even tho' full name
of Document may be "001.990.10 Preamble"
• Exclude up to a specific 'Separating Character' (2, above):
If the sorting characters are not of uniform length, then the above will not work. Perhaps you use a date as a prefix to reflect the specific version of a document, but don't always add a '0' for a single digit day or month. So, one documents might be called "2023-4-5_Preamble" and another "2021-11-23_Personal Representative". Excluding the first X number of characters won't do the job.
But not to worry. We (as always) offer you an alternative. You can tell Pathagoras to ignore that part of the document name up to a specific character. That character is the 'separating character.'
NOTE: The up-to characters can be only one of the following: a comma, a period, a hyphen, an underscore or a space. (A space is denoted by the characters 'sp' in the text box.)
NOTE2: Pathagoras is looking for the first appearance of the separating character. So if you use a 'legal' separating character in more than one place in the name, do know that Pathagoras stops looking after its first appearance.
For technical reasons, and for either approach above, the substantive text must be at least 4 characters in length. If you find that Pathagoras is not returning your request, it may be because the text you are calling is too 'short.'
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