New (or Substantially Improved) in Pathagoras 2019

Additions Since Initial Release of  Pathagoras 2019

<<*Prompt*>> command. New. You can now insert a <<*Prompt*Do this action. . .>> command to direct, instruct, remind, etc. the end user to perform a certain task. You can set up to 5 prompts, cleverly numbered <<*Prompt1*>>, <<*Prompt2*>>, etc. (If you need but a single prompt, you can just call it <<*Prompt*>>.) The commands can appear in any location in the document so you can direct the end user to a specific spot for a specific action.

If more than one <<*Prompt* . . . >> block is present, a floating menu bar is added to the screen that allows you to proceed to the 'Next' block when the previously assigned task is completed.

The default action will add a highlighted ">>>" pointing to the task location. A message box will appear showing the task you have assigned. The instruction can be anything (such as call in a file from a DropDown List, or provide an answer that otherwise could not have been included in an "<<*Options* . . >>" block.

Adding the argument '(message)' (example below) displays a message box with the designated message, but the message automatically disappears after 5 seconds. Examples:

<<*Prompt1*Insert selection from DropDown List titled 'Signature blocks'>>

<<*Prompt2*Insert selection from DropDown List titled 'Signature blocks'>>

<<*Prompt(message)*Don't forget to send a carbon copy to the client.)


QuickLinks: Improved. Add a custom extension to QuickLinks. Want to display pictures? Add "jpeg" as an additional argument to your QuickLinks setup.


Excel: Call to static file. Those using external databases (TimeMatters®, Act®, Abacus®, PracticeMaster®, and many others) can export there data to Excel spreadsheets that Pathagoras can easily access to complete an Instant Database screen. Some users have set up macros in the database program to create an individual record. Instead of creating a new name for each new record, the keep the same 'universal' file name each time a new record is created. Pathagoras can 'memorize' that filename and automatically import the data with a single click. This is a 'best of both worlds' situation. Pathagoras plain text variables are preserved (no document fields are needed to clutter your documents) but you have practically instant access to the desired data.)


Cumulative Options now tied to Repeat value


New in Pathagoras 2019:

Interview ('Ask') prompts:

Savable/Recallable selections: You can now save (and recall) choices made when using the Interview table. It was a long time in coming, but you can now save interview answers made in the tables generated by AskOptions and AskOptional prompts. Save a  set of answers per customer or client or save (and then recall) a standard 'package' of answers and modify for a specific situation. Very flexible, powerful and fast.  

Sortable selections: By default, Pathagoras inserts selections from multiple choice lists in the order in which they appear in the choice listing. Now, however, if the source of your terms is an *Alias* list, and you need to further arrange the order in which the selections will appear in your document, Pathagoras can now do that for you. Just click the 'Sort Selections' button.

Automatic Paragraph Numbering (APN):

Some users expressed frustration that simple automatic paragraph numbering sequences following the assembly of disparate documents sometimes gave unexpected results.

In some cases, users (or staff) are not sufficiently knowledgeable about how APN is implemented in the first place, and wanted our plain-text touch to make it happen.

Now, Pathagoras makes APN exceptionally easy. To achieve basic automatic paragraph numbering, simply mark your source text with '#. ' (a simple hashtag + a period + a space, no quotes) to mark the beginning of a paragraph you want numbered. After the document is assembled, press Alt-N. Instant APN!

<<*Options/Optionals*>> inprovements

Pathagoras can now process <<*Options*. . .>> and <<*Optional*. . .>> blocks in headers and footers. It was a long time coming, but we found the magic sauce.

We have greatly improved the routine for auto-creating Options and Optional blocks. The setup is now simply (1) place slashes (if creating options) between the choices; (2) highlight the entire block; and (3) press Alt-O ('o' as in 'o'ptions). Follow the prompts as Pathagoras takes you by the hand for the remaining steps. Now it is a piece of cake to add logic and 'choices' to your documents.

'And', 'Or' and 'Enter' arguments. Prior to 2019, you could only set a single 'argument' for how members of a 'group' would be handled -- would they be separated by commas, separated by 'line feeds (enters)'; separated by spaces.
   Now, you can set an 'and', 'or' or 'enter' argument for each individual member of the group, and the Options block will be processed accordingly. Include the argument to the immediate right of the Options call, within parentheses. Examples
At a certain location in the document, <<*Options(and)*!st!*States*>> will list the names of the selected States in line with comma separators between the selections; and an 'and' preceeding the last selection.
Elsewhere in the document you can have <<*Options(enter)*!sts!**Capitals*>> and the corresponding capitals of the selected states will be 'stacked'. (And if you used a bullet at the head of the <<*Options*>> call, the bullet would precede each item.)

Filling tables: In the below example, you see *Options* blocks in a table. The 'content' of the Options is an *Alias*. Before this release, the selections made would be inserted into the cell in which the Options block resides.. Pathagoras 2019 provides a new option (pardon the pun), allowing each selection to be placed in a separate cell in a new row (same column). You can try it. Copy and paste this into a document and press Alt-P>:



Select the States you want from the list and press Next (of course, you can also try out the new 'Sort' feature discussed in a preceding section). Pathagoras will detect that the Options call is within a table and ask if you want the choices to appear in individual cells. If you answer Yes, it will fill the table with the selected States (and their corresponding Capitals), adding any rows as needed. (A No response just means that the States and Capitals will be listed within the cell of the Options call.)

More consistency in displays.
   When there are 9 or few choices in an *Options* list, a fairly large 'choice screen' (which allows longer questions in a larger font) is used. When there are 10 or more options, a more compact screen is used. This is just a more practical approach for long lists. But switching from large to compact forms injected visual confusion when the various <<*Options* . . . blocks in a document were on each side of the 'threshold.' Now, if and after a compact screen is displayed, it will be the default screen. Subsequent lists will display in the 'long list' (compact) display.
   The !groupname! (if used) will always appear in the selection screen. So if you need an additional descriptor to help the end user make a selection (on top of the prompt), consider adding a !groupname! even if not otherwise required.
A 'Select None' button was added to the compact display.

Assign a folder to a variable.

 Imagine a variable that contains not a word (such as [Client Names], [Address], [Color], etc.), but a reference to a folder. With that reference you can dynamically select any document as the replacement for a variable. Think 'property descriptions' for a real estate transaction, or a complex 'signature blocks' that just cannot be 'programmed.' The variable triggers a normal File Open dialog. From there, you can select any document (whether in the folder or, if you select the {Navigate} option, any document anywhere). When you press 'Next' in the Instant Database screen, the full content of the target document is inserted in place of the variable. So, let's say you have a heavy real estate practice and you store your property descriptions in a client's folder. With this tool you can assign the initial target folder to (let's say) a parent 'Clients' folder. When completing the variable '[Property Description]' for the deed or other closing documents, select '{Navigate}' from the drop down list and proceed to the client's sub-folder. Select the appropriate document and Pathagoras will transfer the address of that document into the appropriate slot in the Instant Database screen.

Excel as Text Assembly Source:

 Prior to 2019, the only source of text for assembly purposes was another Word document. But now it is possible to save snippets of text (actually it can be more that just snippets . . . up to 256 characters per item, with an unlimited number of items) can be saved in an Excel spreadsheet and recalled with the same ease as a folder of documents.

[!group!his/her] variables and options.

 If your document is full of 'he/he'; 'his/her/their'; Mr./Mrs/Ms' and related 'pronoun-type' variables or options blocks, we have added a super-fast processing routine that will shave up to 90% of the processing time for these sex based pronouns and related items. If you only use a few of these, you won't notice the time savings, but if you have dozens (and some customers have hundreds in their reports -- and that what led to this solution -- the time savings are dramatic. There is no additional setup for you to accomplish. This routine implements itself automatically.

Adobe Intake / Adobe Fill-in

 Improved screenage, more options. Easier to fill in data from your Instant Database lists. Easier to scrape data from an Acrobat form into an Instant Database record. The improvements also include converting Word Intake Forms into PDF intake. It's always been easy to create and distribute a Word intake forms using your existing set of variables. It's practically automatic. Now you can take that form to the next level with our Adobe Acrobat tools.

*Alias* List improvements:

 Custom List:The 'normal' *alias* listing can now be augmented/replaced by a custom *alias* list for specialty project. Just attach a custom alias pointer to a particular document. When an *alias* list is requested, Pathagoras will first look in the custom *alias* spreadsheet before checking in the 'default' file.

New Date arguments:

 We have added the 'long' and 'daylong' arguments to the collection of date styles that you can easily insert into a document. So from a single date enty you can tell Pathagoras to return (at present) 10 different styles of dates.

'Don't Forget'

 We have added a 'Don't Forget' section to the Manual to hopefully remind users of simple but important aspects of Pathagoras that are easily overlooked