This comprehensive Help System supersedes all previously published individual Manuals and User Guides.  
This Manual is updated through release 2021.5 (updated July 20, 2021).

Some functions described herein operate only with the above release.
You can check the version installed on your computer via the Pathagoras 'Main Menu' | 'About' tab.

However, almost all primary functions described in this Manual perform similarly in all versions.

We would greatly appreciate your input as to the usefulness and 'usability' of this Help System.
If you have comments, corrections or suggestions for improvement, please send us an email by clicking here.
If you see an error on a specific page, or wish to offer a comment about a page that you are viewing,
click the 'envelope' in the upper right-hand corner of that page.  That will activate your email program,
and address a letter to us with a specific reference to the page you are viewing.
Just add your comments and send. Thanks!

A PDF version of this Manual can be downloaded from this link.

Pathagoras™ is a multi-faceted document authoring tool. It is designed to help you create documents of any nature, and to recall them instantly to the editing screen to be personalized for a client or customer. Pathagoras is well suited to any project, whether it is a complex transaction or a simple letter.

First and foremost, Pathagoras is a 'plain-text based' document assembly and automation system. In just a few clicks, Pathagoras can present a list of forms or clauses on a designated topic. From that list, you can select an appropriate form, group of forms, or a subset of clauses to address your client or customer's need. Pathagoras then quickly assembles those clauses into a complete document.

Secondly, Pathagoras is a database. You can assign 'personal' values to replace variables that reside in the source text. You can then easily save and reuse that data in future documents.

Pathagoras is also a document manager. You can use the various Pathagoras document management tools to help to organize and save documents, and to quickly retrieve them for later use.

Here are a few other key features about the program:

The forms in a 'Pathagorized' system are your forms. The language is your language. There are only a few easy to implement rules that you must observe to create a very powerful system.

Pathagoras does not require you to abandon your current files or file structure. Pathagoras adapts to the methods that you currently use to store and retrieve documents. Your current folder(s) of forms can remain intact. Each can be used as a Pathagoras 'book' without any special configuration, programming or changes.

There is no pre-packaged text that limits you in your document production. (However, if you already have forms on your computer in which variables are noted between square brackets, those forms are already 'automated documents' as far as Pathagoras is concerned. No further editing is needed.)

Pathagoras self-generates the data input forms it needs to feed its database. You do not have to spend any time composing data intake sheets.

Pathagoras self-generates its interviews for the selection of 'optional' and 'multiple-choice' text blocks. There are no complex forms that you have to create, and no complex formulas that you must write to link conditions to results.

Pathagoras' 'plain text' structure means that content travels unencumbered by fields and links, tables or anchor documents. There are no existential built-in references to external resources, collateral files or indexes. Nothing has to be connected or disconnected for it to work. All content is freely transportable from one document to another and from one procbsgram to another. It is as universal as it gets. It means you can have community shared data, or data that is saved on a single user computer, or multiple data that is shared by members of Group A and another data set that is shared by Group B. C, etc.

These design features set Pathagoras apart from its competitors because of their simplicity of use and ease of implementation.


The the DemoDocuments that accompany the program and the images in this Manual feature forms primarily for law offices. However, Pathagoras is a program for all offices, all disciplines, and for all aspect of office operations. Pathagoras is currently used by companies in the following non-law disciplines:

proposal generation
(RFPs and Bids)



financial planning

(claims processing)

software development

medical office

school psychology

home inspection
and repair

Pathagoras can be used to enhance any Word operation in any office. Many purchase Pathagoras to assist in drafting contracts, pleadings, reports and proposals. But Pathagoras is also intended to simplify the production of simple letters and day-to-day memos as well. If you can do it in Word, you can do it easier, faster and more consistently using Pathagoras.

See also Beyond Document Assembly

Final Introductory comments: 

This Manual is big. Its size reflects the many features of the program.

Don't try to learn it all. It cannot be done. Take small steps.

Pathagoras is modular. Everything builds on the next. No step is wasted if you rest without fully completing a project. So, if you need to stop, you are already 'ahead' in terms of productivity with whatever you have done.

On the other hand, if you are ever fully 'satisfied' with how you have set up the program for your office, don't stop. Pull out this Manual and see if there is a 'next step' you might take to make Pathagoras even more productive.

And never hesitate to call us with any questions or suggestions. Our contact information is right here.


*Pythagoras was a 1st Century B.C. Greek philosopher best known for the mathematical formula named after him.

More importantly to this program, Pythagoras believed that the essence of all things is number, and that all things can be expressed numerically. Pathagorastm, the program, distils the theory as it might be applied to document management and assembly by assigning complex DOS paths and file names to simple numbers.

While surely Pythagoras had more global things in mind, this program nevertheless is proud to have this remarkable thinker as its namesake.


Pathagoras, PathSmart, SaveSmart and 'plain-text document assembly' are trade-marks or service marks of
Innovative Software Products of VA, LLC, and Roy Lasris.
Pathagoras, PathSmart and SaveSmart programs, interface screens, help system and all other visible and
non-visible coding Copyright © 2000 -18, and 2019
by  Innovative Software Products of Virginia, LLC, and Roy Lasris.
All references in this Manual to "Word" refer to Microsoft® Word, a product of the Microsoft® Corporation. All references to Windows refer to the Microsoft® Windows® operating system, a product of the Microsoft® Corporation.
Other products that are referred to in this document may be either trademarks and registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks.


By the way:  it's pronounced p'-THA-go-rus




Introduction of the Author:

To read a bit about Pathagoras' author, grab a cup of coffee, or a stiff drink, and click here.