Creating & Attaching a Template

   A 'blank' template is a 'clear canvas' onto which clauses selected for assembly can be poured during a document assembly session. Keep in mind that while the canvas is 'blank,' it still contains the desired document 'shape' (margins, headers, footers, etc.) and styles (styles, numbering conventions, paragraph defaults, etc.) needed to give the assemble document the desired look.

   When the style and other formatting attributes of the text which you are trying to copy/paste into a new document don't appear identical, you most likely have a 'style' issue. The solution is to make sure every document across your entire system is based in the same 'style set.' See this link for more on styles. An alternative solution is to create a template based on a specific style that you want and, when appropriate, lay down that template as the base of the new document and pour the selected clauses into that template or (2) call that style into an existing document.

   Here is how to create a 'blank' template

Manually

(1) Display a source document that has the desired 'shape' and 'document style definitions'.

(2) Press Ctrl-A to highlight all text.

(3) Press 'Delete' to void the document of all text. (Don't panic, we will not lose your original, but make sure that you press SaveAs in the next step.)

(4) Save this blank document out as a template. Do so by pressing 'SaveAs' from Word's 'File' toolbar item and then choose Template from the "Save as type:" list at the bottom of the screen. Name the template something meaningful (like 'MyCompany.dot') and save it (1) in your default templates folder. (In most cases, Word automatically switches to this folder when you click on 'Templates' as the Save as type.) or (2) save it, by navigating, to another folder, perhaps the one most closely associated with the document.

(5) Close the template you just created.

Automatically:

(1) Display a source document that has the desired 'shape'.

(2) Display the Templates and Styles screen. (It is found in the Pathagoras drop down features menu.) This is what you will see:

Click to enlarge.

(3) Click the <Create New Template> button.

(4) Follow the prompts. (The steps outlined above in the 'Manually' section will be performed, but automatically so.

To assign a template to a book, follow the steps on this page of the Manual.

Now, and from now on, when you assemble a document from the book to which have attached the template, Pathagoras will first lay down the assigned template. (Look at this as the 'canvas' upon which the document will be painted.), Then, all clauses you selected from the Clause Selection Screen will be poured onto the canvas.

Headers and Footers within your new template:

   Headers and footer will remain in the template, even if the document otherwise appears blank. If the template you created had 'personalized' headers and footers (i.e., they contained the name of a specific client or customer), don't forget to replace the personal names with the appropriate bracketed variable.

   If you have taken advantage of Word's 'Different Odd & Even' and/or 'Different First Page' header/footer settings, make sure that you change all appropriate headers and footers. You may have to add a 'dummy' second page to trigger the display of the second page header and footer. You can add this dummy page by pressing Ctrl-Enter.

   Sometimes an original document has 'Different Odd & Even' or 'Different First Page' header/footer settings that you don't want or no longer need. You should modify those settings in the Page Layout section of your template. Here are the steps:

   1. Click File | Page Setup.

   2. Click the Layout tab.

   3. Uncheck any undesirable settings.