. . . that you can double click on each side of the Instant Database screen and obtain some interesting and helpful results.
. . . to use GroupNames to tie related variables or blocks of text together so that they change in tandem.
. . . to assign a QuickLink to a folder that you access frequently (or rarely). No single other feature will save you more time in your day.
. . . that Alt-Q brings up a menu of commonly used commands that you might wish to use. 6 are pre-assigned. You can assign your own commands to the remainder of the buttons (and reassign a command to any buttton.)''
. . . that there are two settings in the 'DropDown List' section of the Pathagoras toolbar that you should pay particular attention to. The first is the 'NewDoc/Insert' toggle which controls where the text of the next selection you make from a DropDown List is placed. 'NewDoc means 'create a new document before adding the text. 'Insert' tells Pathagoras to add the text to the current document at the last insertion point. The second setting is the 'Process/Supress' toggle. That controls whether or not <<*Options/Optional* . . .>> blocks will be automatically processed.
. . . that there are two steps to any document assembly project. The first is getting to the initial rough draft of the document. We call this the 'process' phase where <<*Options/Optional*>> blocks are processed, extraneous text is removed and a 'perfect' rough draft containing the document esssential is on screen. Processing occurs automatically when a document is created using a DropDown List or the Document Assembly routine. You can also 'force' processing of a document by pressing <Alt-P>. The second step is personalizing the document via the Instant Database screenage. Press <Alt-D> to scan for and replace bracketed variables that remain in the processed document. (Of course, if your documents do not contain <<*Options/Optional*>> text, there is just the single 'personalizing' step.)
. . . that when you call a document from a folder, the assumption is you want to edit it, and not 'run' it. (Otherwise you would never be able to make changes to the base document). Therefore no processing of the <<*Options*, etc., blocks take place when you simply recall a document from a folder. If you want to process a document you called up directly from a folder, press <Alt-P>. Just be sure not to save (vs. save as) the document.
. . . that when you call a document from a DropDown List (or build it via the Document Assembly), the opposite assumption is make. A copy of the document is brought to the screen and processing starts automatically. To turn off the auto-processing, click the Suppress button in the DropDown List area or in the Clause Selection screen.
. . . that you can set most display settings (highlighting; show fields, spell check) etc.to default values via the Initial Settings tab in the Pathagoras Setings screen.
. . . that you can add 'arguments' to <<*Options . . . commands to add punctuation to the selections you made. So,
<<*Options(and)* . . .*>> will add commas and a final ‘and’; <<*Options(or)*. . . .>> will add commas and a final ‘or’
and <<*Options(enter)*. . . .>> will put each selection on a separate line.
. . . that the Instant Database can be used as an all-purpose Search and Replace tool. Since it can replace multiple items in a single pass, and it can handle all open documents (or even all documents in a selected folder), you can complete your document updates (i.e., changing multiple variables; changing letterheads and signature blocks when a new attorney is added to the firm, etc.) with ease.
. . . that Pathagoras is infinitely configurable. If you want a particular setting, assume Pathagoras can do it. If you cannot find it, just ask