Here is an alternative method converting text to variables.
Let's assume that you are working on the kind of document described earlier, i.e., a Will with lot's of personal text: John Does and Jane Does, and lot of little Does.
Instead of highlighting individual names and converting each one-at-a-time, you can pre-mark the document (instructions below) and use the button (marked "+[. . .]") near the top of the Create Variables Assistant screen.
The markup involves these steps:
1. Type the characters "+[" in front of the first instance of the text (a single word, a name, a date, an address, etc.) you want to convert to a variable, and
2. type a ']' at the end. That's it!!
You need only mark the first instance of the text you want to convert. Pathagoras handles the rest.
"This will confirm your order of one thousand red widgets. You can expect delivery of your order no later than March 25, 2019. Thank you for ordering your supply of widgets from us."
Marked up text:
"This will confirm your order of +[one thousand] +[red] +[widgets]. You can expect delivery of your order no later than +[March 25, 2019]. Thank you for ordering your supply of widgets from us."
Note in the example above that the second instance of 'widgets' is not marked.
When you have completed the markup, press Alt-V (for the 'Create Variable' wizard). Then click the '+[. . .] button near the top of the wizard.
Press the +[...] button to replace multiple markups with variables
in a single pass.
Follow the prompts.
You will first be asked the 'scope' of the replacements:
Make your selection and continue through the remainder of the prompts.
Pathagoras will scan for each marked location and present all that it finds in a slightly modified Instant Database screen, with the markups showing at the left and 'blanks' at the right for you to complete.
Provide as 'replacement text' the variable you want to replace the personal text. Do not add the brackets in the right side. Pathagoras will do that automatically.
Pathagoras will also ask if you want to convert the text in this document only or in all currently open documents or in all documents in the folder. These latter alternatives will greatly speed up the process of Pathagorizing your documents.
Keep in mind that Pathagoras will replace text from 'top' to 'bottom' as the variables appear in the Instant Database screen. Be careful that you convert 'John Doe, Jr.' to [Child 1] before you convert 'John Doe' to '[Client Name]. Otherwise 'John Doe, Jr.' will be converted to '[Client Name], Jr.' To rearrange variables, click the Power Tools button on the IDB screen. Look for the Move Up and Move Down arrows.
Use Move Up and Move Down buttons to rearrange order that variables will be replaced.