Additional Assembly Options

   At the bottom of the action panel is a button labeled "Additional Assembly Options." Clicking it will reveal a series of choices which can greatly enhance your document assembly results. Some boxes control layout issues. Other help as you are refining and testing your system.

Click to enlarge.

   Typically, all boxes will be unchecked, but when you need a document assembled using different rules and views, this is where it can be accomplished.


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NOTE:  When you hover over any of the check-boxes,
a pop-up tip will appear reminding you of its function.

From top to bottom:

   1. Insert each selection into a separate document. If you select 5 clauses, you will end up with 5 separate documents as each selection will become a separate document. This is an alternative to assembling all documents in a single screen, replacing variables and then disassembling the document into component pieces. It is especially useful when the individual documents use different formatting or style definitions, different margin settings, page orientations or other settings that make assembling a 'huge' document impractical.

   2. Create a single document, but insert page breaks between each selected clause. That way, each clause will start on its own separate page. (This is different from adding Pathagoras' "&New Doc&" marker. The goal of inserting "&New Doc&" is so that you can ultimately break the document into multiple documents on separate editing screens. In such case, each can be saved as a separate document. See #1 above for an alternative.)

   3. Ignore assigned template. If you want to view a 'pristine' document built using your system's 'normal' template, check this box. Assignment of templates to documents created from a selected book is made in the Settings screen. (Look for the Templates tab.)

   4. Ignore Instant Database Mask assignments. When a mask is automatically assigned to your assembled document, Pathagoras will not scan the document for variables during an Instant Database session. Rather, it will present the mask. If you have document variables that you need to 'discover' without the interference of a pre-linked mask, check this box.  (Assignments of Masks to books is made in the Document Assembly Settings screen. Look for the Auto-IDB tab.)

   5. Turn off screen display during assembly. Pathagoras tries to show as little screen activity as possible as a document is being constructed. But screen flashing and repaints will inevitably occur during the assembly process. With short documents, the visual effect is typically not troublesome nor slow. For extremely long documents, the opposite might be true. If you click box #5, Pathagoras will quite literally 'hide' Word, assemble the document and when done, return to Word with a complete document. Whether to assemble in this way is a personal choice. (It does take some getting used to. Seeing Word 'disappear' can be disconcerting at first.)

   6. Do not process <<*Options/Optional*>> text blocks after assembly. All such blocks will remain in the draft. Good for testing, or for when multiple calls on a document assembly routine must be performed before processing should occur. (To process the document when it is not automatically triggered, press <Alt-P>.)

   7. Save selected items as a Document Package. The 'document package' selection will first save the selected items in a new folder (presumably a client folder) using their original names. After the save, processing will take place.


  informationAs indicated at the very bottom of the listing, if you press Shift while checking one of the boxes, you will make it 'sticky' -- that is, the item will be checked by default. Therefore, you don't have to expose the Additional Assembly Options to re-check it.