New in Pathagoras 2015-17

Links to pages within this Manual discussing features and improvements in Pathagoras 2015 - 2017.1 ( = 2017.1 additions/improvements):

Adobe Acrobat interactivity

    Complete Adobe forms with Instant Database records.

    Scrape Adobe forms to create Instant Database records.

    Create 'pairing tables' to tie those heavily coded Acrobat fields to your 'standard' (plain text) Pathagoras variables.

    Using Pathagoras as a 'bridge,' complete one Adobe Acrobat form using the data of a different Acrobat form (and still saving the scraped data for regular letters and documents in Word.

    We continue to build on our Adobe Acrobat interactivity to create maximum utility and flexibility.

Alias *Lists* in Excel

    You can now maintain aliases (short words that represent long lists of choices) in Excel spreadsheets that you create. You can also create 'Fixed List references' (also called Dot variables) to store 'static names' to complete variable calls.

Assembly with *Aliases*

You can display an *Alias* collection in a DropDown List and from there, you can click in any of the choices into any location in a document (just like any other DropDown List). See, also, Sentence Assembly below.

Alt-G recalls

    Pathagoras now allows you to exclude the first X characters from a document name when you attempt a clause search using Alt-G. If the name of a clause is "001Preamble" (the '001' being a set of sort-ordering characters) and you have set the X value to 3, you can type just the substantive text and <Alt-G>, e.g., "Preamble"<Alt-G> to recall the term from a DropDown List.

Save Alias tables within document

   Need to share an *Alias* list with another Pathagoras user but that user is not linked to you. Not a problem. Just embed your list into the document and your correspondent will be all set.

Color Coded Optional Text

   Paint your text (instead of marking it up with <<*Options*. . . >> blocks. Select what you want to keep or delete by color. (Of course, you still ask questions, but the questions themselves are also painted with the colors of the answers. (The last step of the whole process paints everything back to 'normal.' The client or customer never sees your 'assembly tricks.'

Mail Merge

   Plain text mail merge with more bells and whistles than even Microsoft provides. Link to up to 4 data sources. It is most robust with Excel, and with Excel and use of the <<document>> call, you can create letters with incredible variety never before possible.

Dot Variables

Assign a variable in this style: [.FirmName] to a static variable stored in an Excel spreadsheet. An easy way to pre-assign default and other values to variable to minimize time needed to complete the Instant Database screen.

DropDown List improvements

Preview Document

Save document (either just the name or the entire text) to clipboard

Open Document (for editing)

DropDown Lists as Clause Selection Screens (select multiple items for assembly, instead of one-at-a-time)

Preview Displays document "Comments"

Save DropDown Lists at User Level (for use on terminal servers)

Insert just the name of the selected document. (This is in addition to the 'traditional' choices of 'Create New Doc with selected text' or 'Insert selected text into current document').

Hover over Tip Text for Options and Optional Text

Not only can you provide 'prompts' to the end user to help in the selection of a clause, but you can add more help in the form of text that will appear when you hover over a selection.        

The 'Negative' Optional

Optional text is typically keep it all or delete it all. Now you can tell Pathagoras to leave designated text if the Optional choice is 'no'. The negative optional is similar to two-choice 'options' text, but a bit easier to implement.

Office 'Quick Parts' into Folder of Clauses

We like to say that 'Quick Parts' are Microsoft's way of emulating our DropDown Lists. Only they are not even close. If you want more flexibility with your Quick Parts (quicker and easier access, sharing with others, etc.), convert them to a folder of documents, and from there make them a DropDown List.

Create Glossary 'by colors'

If you have seen a Pathagoras glossary, you noted a pattern of red line followed by a blue line followed by the text of the clause. While there is a lot more to a glossary than the colors (and indeed the colors are not even necessary), if you have a document that you created following that pattern that is not a glossary, Pathagoras can quickly convert it into one.

Preview Improvements

With 'Preview' selected while showing a book (or showing DropDown List contents in 'Clause Selection Screen' view, you can preview a clause, showing its content, name, subject and comments. You can either insert the text into the current document at the insertion point or transfer the clause from the left panel to the right (chosen clauses) panel.

QuickLinks

Assign a folder to a name or phrase. Type that name or phrase to the editing screen and press Alt-G. Instantly your target path is opened. No navigation whatsoever!

Sentence Assembly

      Create an *Alias* and assign any number of words or phrases as it choices. When the Alias (and its choices) are displayed, you can click in any number of items to generate complete sentences and even paragraphs of text.

Subsets

While your folder or glossary may contain 100 (or 1,000) entries, you can tell Pathagoras to display only a small slice of those entries. (Previously, you had to physically store a subset in a new folder. Now, you can simple create a Subset for display.) 'Subsets' makes selection of items much easier by displaying only the relevant choices.

Shortcuts

You can place any shortcut in any folder. Pathagoras processes such shortcuts as 'real' documents for all purposes.

Guides

To the immediate right of the 'Pathagoras Features' button is a collection of 'Guides'. They are aimed at the 'Beginner', 'Intermediate' user, and the 'Advanced' user. Very quick access to the proper tutorial.

IDB and Clause Selection Screen 'Sizing Handle'

'Screen Sizer Slider' added. Look for handle in lower right side of screen to quickly expand the screen.

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