Using the Create Variables Wizard.

   When the document you want to Pathagorize is filled with 'personal data' (names, addresses, sizes, colors, etc.), call on the 'Create Variables Wizard. It allows you to quickly convert each piece of personal data into a [variable].

  By way of example, let's assume that you wish to sanitize a Will that was originally written for, and has lots of instances of  "Janet Q. Doe" and her husband "James R. Doe", her children, "Meenie, Minnie, and Mo Doe", etc. Because what you had created is a perfect example of a well constructed Will, you  wish to turn it into a 'source document' for future Wills.

   The Create Variables Wizard is one of those 'must know' features about Pathagoras. It turns what otherwise might be an arduous process of 'sanitizing' your personal text-laden documents into a cake walk.  (Here, we use 'sanitize' to mean "clean out all instances of personal text, replacing them with variables.")

   To activate the 'Create Variables' Wizard, press the hot key combination <Alt-V> (for 'Variable'). You will see this overlay, planted in the upper right corner of your editing screen (hopefully out of the way):

Click to enlarge.

Figure 1. The Initial 'Create Variable' Wizard Screen.

.

  Note that there are two sides to the Create Variables Wizard screen, 'left' and 'right', divided by a blue bar. We will discuss these separately in the following pages.

 

See Also:

  Variables

  Masks

  'Create Options' Wizard

IDB Drop Down Lists

HotDocs conversions

Drag and Drop

Created with Help & Manual 7 and styled with Premium Pack Version 2.70 © by EC Software