Spread throughout this Manual are any number of what we call Cool Tools which set Pathagoras apart from its competitors in the genre. But to get a full flavor of what these tools are capable, below we collect them together. Keep in mind that we add to these tools on a regular basis, so visit here often. Just look under 'Cool Tools' in the Index.
1.Open any folder by typing a name you gave to it See QuickLinks)
Search and Replace Tools
2.Search and replace across an entire folder. Most understand this to refer to Pathagoras variables, but it's not limited to just those.
3.Keep lists of anything (names, addresses, phone numbers) in a spreadsheet. Pathagoras can call in value.
4.Of course, there are world's simplest variables (just square brackets) and optional text (just curly braces).
5.Replace names ('John Doe') with variables ('[Client Name]' en masse with Variable Creator (Alt-V)
6.Assign your favorite tools to your Quick Access Toolbar.
7.Open the folder containing the currently open document with a single click.
8.Using the Create Variables tool, highlight and replace any text. (Yes, we wrote it for Pathagoras variables, but it works for anything.
9.Type as written character: Pathagoras automatically conforms variable replacements to the style, case and emphasis of the of the vaariable as it resides in the document. To prevent 'deAlba Dairies' from becoming 'DeAlba Dairies', precede the variable with the 'don't conform charactier, like this: [%Client Name]
Excel Tools (Pathagoras and Excel are highly integrated.
10.You can put clauses (for example, discovery clauses, including unlimited variations) into an Excel spreadsheet and assemble any or all of them, in any order. If auto-paragraph numbering for any of those clauses are indicated. Pathagoras (in Word) will add the appropriate auto-paragraph formatting.
11.You can do all necessary math (or other assignments of values) in Excel and easily import the final values (totals or other values) into Pathagoras (and, of course, replacing a variable in your document.)
12.You can send very fancy intake forms created in Excel to your client for completion. You can quickly 'scrape' the client's data from the returned spreadsheet.
Structure Checking Tools
Adobe Acrobat (yes, it must be the Adobe Brand)
13.You can send very fancy intake forms created in Adobe Acrobat to your client for completion. You can quickly 'scrape' the client's data from the returned form
14.You can complete an Adobe fillable form with data saved in Pathagoras. (Keep in mind, 'data saved in Pathagoras' itself could come from numerous source, include 'normal collection tools or scrapings from Excel or other Adobe intake forms.)
Assemble clauses saved as Word documents or as text in Excel cells. Save hundreds of snippets and choose just the ones that fit the specific need at assembly time.
Tear apart any document save its content for later re-assembly. Find a new clause from a CLE course. Simply highlight the text and add it to your collection.
Remove 'blank variables' from list.
Remove underlines required in Excel. Excel requires a named cell to be one 'word.' Let's say you have dozens of 'Pathagorized' documents using the variable '[Client Name]. You now want to take advantage of Pathagoras' ability to scrape data from named cells in Excel spreadsheets. You discover that, in order to assign 'Client Name' as a named cell in Excel, it would have to be Client_Name. (Only 'whole words are allowed as cell names). That, in turn, makes the two variables different. To resolve this, simply direct Pathagoras to remove any underlines as it imports variables and values, thus conforming the two variables.
Close All Docs: How cool would it be to be able to click a single button and all open documents that you know don't need to be saved are closed.manuallysave the ones you know you want to keep and then run this tool. You can now click a single button and all open documents that you know don't need to be saved are closed. No stopping to ask 'Do you want to close.' Just 'bam', closed. (If you open documents that you want to save first, do that. This is not a ‘document assembly’ tool per se, but it sure is neat, especially when you do a lot of testing of your documents, creating a lot of small documents along the way. (It’s an even cooler tool when you elevate it to the QAT.)