Pathagoras requires practically no preparation in order to use its basic features.

   First, download and install the program from the Internet. To use the 90-day free trial, click that button on the home page of the website. If you have purchased the program (subscription or outright), you will need a different download and a personal Serial Number. The download link and Serial Number will be provided in the confirmation letters.

   Once installed, you can immediately begin using the program without clicking a single 'Pathagoras' button.  With no further preparation, you can:

•markup up your document with variables. Simply place plain text square brackets around words that you want to serve as 'holding places' for names, addresses, quantities, etc..E.g., [Client Name], [Spouse Address], etc. You can even test your work at any stage by pressing <Alt-D> and then pressing the Scan button. (You should of course, save your document before testing.)

•assign a folder to a DropDown List. With such a list, you can point and click any item in the folder into a current or a new document with no navigation.

•place that folder onto a bookshelf in the Document Assembly Library. Use this tool when performing 'true' document/paragraph assembly.

If you do not have any forms segregated into forms folders, you should work on doing that early in the process. It will make your document assembly life much easier.

   This section is a slightly shorter version of the separate "Beginner's Guide" written especially for those just getting started with Pathagoras. If you need a bit more detail in setting-up the foundation for a document assembly system, we invite you to print and peruse that Guide.