Creating Sets from Clause Selection Screen

    To create a clause set 'automatically', run through a typical document assembly routine:

1.Select the desired book of clauses from the Libraries & Books screen and press Next>> to display the Clause Selection screen;
2.Select the clauses that you want the clause-set to comprise.  Figure 1 displays a sample of what your screen may look like.

Click to enlarge.

Figure 1. The Clause Selection Screen (default view).  Clauses in the right panel are ready for assembly.

 

3.Click the More>> button in the lower left side of the screen. The screen expands and displays several additional controls. Click “Create clause-set.” (See Figure 2.)

Click to enlarge.

Figure 2. The Clause Selection Screen ("More" view)

 

4. Press the Next>> button in the upper right corner of the screen. The selected clause names are inserted into a  table in a new document. (If clauses are drawn from a glossary, they are saved in the glossary.
5.Save the clause-set as a new document or glossary term. Pathagoras takes you by the hand in naming and filing  the set. More on this below.

Example:

Here is what a clause-set table might look like after it is saved as a source document (or saved into the source glossary). This example is 5 clauses 'long'. Clause-sets can be of any length, including hundreds of clauses long.

clausesets3

Here is how to ‘read’ a clause-set:

The row of text above the table tell Pathagoras that this is a Clause-set 'table' and (in parenthesis) the source of the clauses. In the example, the clauses all come from the “C:\office forms\contract clauses” folder.
A two column table follows. Only the left column is ‘important.’ It contains the clause names. The right column displays the subject given to the term (if any). It is helpful for the user to have the subject associated with the actual clause name, but the subject is not needed by Pathagoras. Because of this fact, you can freely change the content of the right column to make it even more meaningful to you or others who might view the table.

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Saving the Clause-set

   Once you have ‘perfected’ your clause-set, you should save it to a proper location. If you drew the clauses from a folder of documents, save the clause set as a new document in the same folder in which the source clauses exist. If the terms came from entries in a glossary, save the clause back into that same glossary from which the clauses were drawn. Pathagoras actually will take you automatically through this process.

   For most effective use, you should name the clause-set with the prefix 'set_' at the beginning of its name.

Editing the Clause-set

If you want to edit the clause-set (whether before or after you save it, feel free to do so. You can add new clauses to the clause-set table by typing in the term name following the pattern of the table you see displayed in the new source document. See the below section on Editing Clause-sets.