The Final Touches

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  THE FINAL STEP: You are almost there.

You have composed a single automated document. This is in the nature of what many programs call a form or a 'template.'
Templates are nice, but document assembly suggests building complete documents from component parts. (Think here building blocks and 'paragraph assembly.') And you are not yet working with those component parts of a document. Let’s take that last step.

    Your turn:

Locate the form document you created in earlier steps.
Break it up into 3 or 4 of its main component pieces. Here is one way to do it.
oHighlight a small portion of the document.
oCopy the text and paste it into a new, separate document. Give the new document a name that correctly identifies its purpose.
oSave the new document (now a portion of the larger document) in the same folder as the original).
oRepeat for the remaining sections.

By way of illustration, the sample document below conveniently breaks up into 4 pieces. (The colors are for instruction purposes only. They are not relevant except to identify the component sections.)


The ‘blue’ section might be saved out as “Address & Salutation”; the green section could be called “Order info”; the yellow could be called “Closing text.” The pink: “Signature lines”. If there are multiple authors in the office, you could duplicate the signature line, perhaps calling one “sigJQQ” and another one “sigRHL” and a third “sigDBL” etc.

When you have completed the ‘disassembly’ exercise, repeat the document assembly and personalization steps above. Are you seeing the big picture here? Now this is true document assembly.

At your convenience, add more clauses to the folder until you have yourself a variety of clauses from which you can build a variety of different documents. Keep going by breaking up other documents on other subjects, placing them into separate folders, and assigning those folders to separate books. The system grows. Slowly, but surely.

redarrowAn important note of reassurance: While we asked you above to manually disassemble your document (and we hope that it was easy for you to do so), rest assured that Pathagoras provides tools that will automatically break up larger documents for you. (See section 4.5 below for a more automated way to accomplish this.) It will also automatically name the component pieces for you.

The last step: Display the Libraries & Books screen again. Select the book you earlier created and  which now contains the disassembled clauses. Click Next. After the Clause Selection Screen appears, choose one, several or all clauses. You now have build a simple document from your simple, but potentially very powerful document assembly system.