New Local Language Settings  

oLists and Repeats: 'And' and 'Or' connectors for multiple selections from lists and repeats functions can now be set to the language you want to use. The 'Final And/Or' routine can also be adapted to almost any language. The local 'How many' phrase can be used to ask the number of repeats. Just make sure you have inserted the appropriate 'And' and 'Or' and 'How many' words in 'Local Settings' screenage accessible from All Settings | Miscellaneous. Then, instead of 'and' or 'or' as in the above examples, use the designated 'and word' or 'or word'. E.g., in Spanish <<*Repeat(y;)[HijoNombre]>>. (Of course, the variable itself can still be any word you want.)

oThe automatic 'repeat questions' 'How many' can now be stated and processed in local language.

oDates: Similar to the above, Your 'date' and 'today' words that trigger the display of a calendar in the Instant Database screen can be set to almost any language you wish. Same All Settings | Miscellaneous | Local Settings page.

DropDown Lists: The secret toggle

You can add a 3rd toggle to the way Pathagoras inserts an item from your DropDown List. The original toggles are «NewDoc» and «Insert». The 3rd (optional) toggle is «InsertName», which will insert the name of the selected document as a <<document call>>. If you use <<document calls>>, you will find this an incredibly helpful tool. (And if you don't use <<documents calls>> yet, you should definitely consider them for future projects.)

Import formatted text from *Alias* List

*Alias Lists* is a fabulous tool for storing, then later selecting, addresses, phone numbers, email links, etc. Typically, when recalling values stored in the *alias* spreadsheet, the value is inserted using the style of the receiving document. But sometimes your you want to insert values that you have specially formatted in the *Alias* spreadsheet. Think case or statutory citations, but the application is not limited. Pathagoras can now insert fully formatted *alias* text.

Create a custom alias from a simple Word document

Aliases are typically saved in Excel spreadsheets. But if you don't own, or prefer not to use Excel, you can still create and use *alias lists*. Check out these simple Word alternatives to *alias lists*.

The Power of a Word

This is not so much a new feature, but a refinement of a concept that has been core to the development of Pathagoras. You should be able to recall text, open folders or call actions by simply typing a word or phrase, one that is meaningful to you, and pressing a trigger key. While that power has been around for folders and for document names existing in DropDown Lists, is now available for any shortcut term you want to use. Read more here.

Excel Complete:  

This is a routine written for Excel power users. It allows a user to set every element of a document assembly routine via an Excel spreadsheet. Then, from Word, the user points to the spreadsheet, Every element of a document assembly routine can be run with a single click.

By 'every element', we mean

odocument(s) selection,

oconditional text assignments (e.g,. 'are there no, one or multiple children?"; is 'NDA 'company' or 'second party' friendly?'; is the POA 'springing' or 'effective immediately?'"; pronoun selections; etc.)

ovariable values ([Client Name] = JoAnna Doe, etc.)

We have had many requests from Excel savvy users who know how to set up forms that can generate each of the above elements. We promised that we would program that feature, and now finally have.

So if you have those Excel skills and want to learn more, check out this feature. And call me with any questions. It's a new feature and can take off in several directions, depending upon the early acceptors.

We are (for now) calling this feature Excel Complete, but that may change.

New 'Fill-in' option for <<*AskOptions* interview

<<*AskOptions* allows you to ask a series of questions (or provide a series of prompts) and when you make a selection, the members of the same group in the document's body are processed accordingly, depending upon the selection(s) made. A demo user (yes, we listen to everyone with good ideas) who was familiar with the fill-in feature of <<*Options*>> proposed extending it to <<*AskOptions*>>. We liked the idea. We did. Read more at the link.

Additional and Improved Structure Checker Tools

oMore Structure Checker options are listed in the initial screen.

oWhen Structure Checker identifies a problem, it will display the error point and more clearly explain the issue.

oYou can now ask Pathagoras to list all of your document's [variables], !groupnames! and its *aliases*. The printouts will be in alphabetical order, making it much easier to detect any subtle spelling inconsistencies of the listed elements.

(Even with the new tool, it may be challenging to detect the difference. But because both will appear in a stacked alphabetized list, you should be able to see instantly that there is a spelling difference.)

The new tools will appear when you activate 'Structure Checker'.'

Improved 'repeats within tables': A couple of users went 'crazy' with adding bulleted and numbered text within tables that they also wanted to repeat and increment! The nerve!! It took a while to perfect and we broke some things in the process of adding the feature, but now it all works. Special thanks to Bruce, Kimberly and Trent for their patience and sometimes involuntary beta testing prowess.

Auto-fill in variables. We know how you feel. You just want to test your variables, and don't want to have to provide answers to each on in your document. Any text (including asdhlahzxhgh) will do. So I wrote and 'auto-fill' routine that will assign random text as 'answers' to your Instant Database screen. You will find the button at the lower left side of the IDB screen. It's a tiny red button, but when you hover over it, it will say 'Click to fill right column'. (Note: if the variable contains a date word, it will actually insert a date. If it detects that a number is being requested it will insert a random 2 digit number. Otherwise, expect something like 'Gepin Litroked' (2 random wordles).

A smarter 'Intelligent A': Now works against numbers (not just words). So "[**a] [Age] year old child" will return "a 3 year old child" or "an 18 year old child", depending upon the value provided for [age].

Incrementing Options within Repeats (Beyond incrementing variables): Sometimes there is a feature in search of an application, and we have one of those here. In the discussion, we do list two applications (a different approach to mail merges, and an alternative to creating reciprocal documents (e.g., I Love You Wills). But we know this routine has many more possibilities. Let me know if you thing of some more.

Display completion examples as 'tip text' Some users let us know that a fully completed Instant Database Intake Mask (with completion tips) was too busy for their taste. So, with the simple check of a box, those tips can be shows as 'hover over' tip text, which is less imposing.

The Pathagoras Features drop down list has been reorganized. Better logic and fewer clicks. It also gives you the ability to add more Alt-G calls to your Quick Access Toolbar (more mouse, less keyboard).

Send to Outlook. With this new button located at the foot of Pathagoras Features | Authoring/Editing Tools, Pathagoras calls up an Outlook session.  Tell Pathagoras to place the content of the underlying document in the body of an Outlook email or as an attachment to that email. (Please note -- regardless of your choice, the nature of the Outlook call does not actually invoke 'sending'. Even if you press the Send button, you must also press the Refresh sequence.)

Close All Open Documents. Sometimes you need to quickly close all open documents. If you know you don't need to save them (ether because you have already saved what you want, or just don't want to save them) and you don't want Office asking for each open document, this is the tool for you.. It is is located under Pathagoras Features | Authoring/Editing Tools. If you use it a lot, we recommend elevating it to your Quick Access Toolbar.

Options Block Creation Wizard: More functional and more accurate. For those who want prompts to inform the end user regarding the various choices (and who doesn't), Pathagoras will, upon the press of a new button, automatically create those prompts for you. The prompts are typically the first 6 words of the first  sentence of the particular block. However, If the opening words are bolded or underlined or ALL CAPS, or are 'closed' with a period, only those words are proposed. You can easily edit any proposed prompts. But this saves so much time!!!

Many more <Alt-G> keywords (or choices within existing keywords) For example, if you type 'alias'<Alt-G>, Pathagoras will display 5 items relating to aliases that you may wish to follow. Same with 'variables', 'options' and dozens more. It's an instant relational 'help' system. If you want a keyword that isn't currently in the list, let me know.

<Alt-P>, the hotkey to 'p'rocess <<*Options*/*Optional*/*Repeat* . . .>> text blocks will now call the Instant Database if there are no (more) process blocks in the document. If there are process blocks, Alt-P will identify them and process them and stop (irrespective of [variables]). BUT if there are no (more) <<*Options*/*Optional*/*Repeat* . . .>> blocks in the document, Pathagoras will assume you now want to run the Instant Database. (I resisted this routine for years when a customer first requested it. I wanted to clearly distinguish 'processing' from 'personalizing.')  I realize now how good a suggestion it was -- because it makes Pathagoras that much easier to teach. (You must opt-in to this feature via the Instant Database 'All Settings' tab for now, but I am likely to make this the default.)

Nested {Simple Options}. I had restricted 'simple options' to the simplest of all possibilities and made their nesting 'illegal' (mainly because I could not figure out how to make them effectively work.) Now they are 'legal.'

Added a new 'view/zoom' option. The original feature allowed you to set a percent of 'zoom' magnification for your documents. (Same as moving the zoom slider in the lower right corner of the Word screen. The new option allows you to call for 'Page Width' view. Just type 'Page Width' in the Zoom box of the Initial Views screen.

Two new Parent Paths added: If you store documents in the cloud and reference the local copies of the files in a DropDown List, SmartPath or Document Assembly Book, you know that if other people (or you from home as well as from the office) need to call on the same item, the document call is different. Way back in 2016, we set up a tool for Dropbox users to overcome this problem (We called this tool "DropBox Parent" (or [DBP] for short.) It saved the 'preamble' part of the path (the part that differed from computer to computer, and user to user) in the registry so that a short reference could replace the preamble, and when needed, the reference could replace the shortcut. It worked well . . . . if you were using Dropbox. Since then, several customers requested a parent tool for One Drive and for Google Drive in addition to the existing Dropbox Parent. So we did.