Document Assembly with Clause Sets

Build a document using a clause-set via the Clause Selection Screen:

1.Click the Document Assembly icon.

2.Select the book that contains the clause-set.

3.Select the ‘Show Clause Sets Only’ option from the ‘Display Options’ box that appears.

4.Click <Next> to display the Clause Selection screen.

5.Choose the appropriate set from the Clause Selection screen.

6.Optional: If you want to display the contents of the clause set in order to remove specific clauses which are not appropriate for this specific client or customer, click the <Expand> button that appears between the two panels. All clauses comprising the clause set will be shown. Remove non-desired clauses by selecting the clause from the left panel and click the <Remove> button.

7.Select <Assemble> or <Insert> and then click <Next>.


Mouseless Assembly using a Clause Set:

   If the clause-set has been built on clauses which follow the ‘prefix/suffix naming convention,’ and if you know the clause-sets name, you can avoiding the Clause Selection and all intermediate screens. Simply type the name on any blank line on your editing screen and press <Alt-G>. Pathagoras will find it for you directly.  (You can even omit typing the “set_” prefix.)  For this reason, it is a good idea to keep a checklist of set_clauses handy. See Checklist.


Document "Packages"

   Please review this section of the manual discussing Document Packages. It is essential that you understand what a  Document Package is before proceeding with the following.

   If the individual elements in a Clause Set are themselves complete documents, you can take advantage of the power of the 'clause set' function. Simply pre-create the document package as a Clause Set. Then, when you are ready to create the documents, display the appropriate book in the Clause Selection Screen, select the Clause Set from the left panel and 'add' it to the right. Then, click the 'Assembly Options' button and click the "Save as Clause Package" box at the right.)

Click to enlarge.

   When you tell Pathagoras that you want to save the documents as a Package, it saves each document listed in the right panel as a separate document in a folder (typically a client's folder) that you are asked to navigate to. Pathagoras then opens up each document in individual Word screens. If a clause set was selected, Pathagoras first 'expands' the Clause Set to show its individual components in the right panel of the Clause Selection Screen. You would then edit each document. When finished editing, you would (or course) save it. The beauty of a Clause Package is that each document you are now editing is already saved in the proper client folder. It also carries the name of the original document, which you can rename if desired. Document that may have had different margins or other formatting or styles from other documents in the package still retain those attributes. And finally, when you run the Instant Database to replace variables, Pathagoras will replace those variables across all open documents. (No need to run the IDB against each individual document.)

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