Assign Template to Document

   You can assign a specific template to a specific source document. This allows you to avoid the templates tab in the Settings screen altogether. By doing so you can supersede the assignment made in the Settings screen with regard to a specific book.

   To assign a template to a source document, type the characters: “<<*template*(templatename)>>” at the top of the source document. When the source is called during an assembly session, Pathagoras will call in the designated template.

   Examples:

 

Click to enlarge.

 

Search Order:

In the example at the left, only the ‘short’ name of the template is provided. Pathagoras will look in the following locations in the following order, and return the first version of the template that it finds:

If the template is ‘fully qualified’ (with a drive letter, full path and full name, as in the example at the right), Pathagoras will look only in the location specified.

In the folder which houses the 'book’ from which the clauses are drawn.

In the default User Templates folder (as set in Tools | Options | File Locations)

In the default Workgroup Templates folder.

If you have the multi-licensed version of Pathagoras and have assigned a Common Clauses Path ('CPP’), Pathagoras will look in the subfolder of the CPP called 'Templates'.

Because Pathagoras will search for the template in the above fashion, the ‘(templatename)’ can be the short file name that you want to reference. You do not even need to include the extension “.dot” (Pathagoras will assume it and provide it.).

 

informationIf the document typically is built by calling in multiple clauses (i.e., 'document assembly in its truest sense, where you select multiple clauses from the clause selection screen, or are assembling a clause-set), and you prefer this technique, you should place the “<<*template*(templatename)>>” reference at the top of the first clause that is typically called. (Most books have a typical ‘first clause’ – they are the ‘preamble’ clauses for Wills and Contracts and the ‘heading’ or 'letterhead' for letters and other documents.)

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