One-Page Quick-Start Guide

Insert variables into document for automated replacement.

  Open the document that you wish to 'Pathagorize.'  We will call this document the ‘source’ (original) document. Put [square brackets] around each word or short phrase that you want to serve as a 'variable.'  (A variable is a 'holding place' for what later will be personal text.  E.g.: [Client Name].)

  Create multiple-choice variables in a similar fashion. Listing all choices within the square brackets (as above), but separate each choice with a forward ('/') slash. (See example below.)

  Enclose text that you want to be “optional” within {curly braces}. (See example below.)

  Close and save the document into an appropriate forms folder.

Hints & Tips:

  The variable should have a ‘variable sounding,’  reasonably descriptive name. “[Date of Letter]” is more meaningful than just “[date]”. Use “[Name of Customer]” instead of  plain “[Name]”.

   Don't save source document with .dot (template) extensions. Use standard .doc extensions. 'Plain' documents are much easier to work with.

Example:

  This is an example of 'Pathagorized' text:

Dear [Customer Name],

   Thank you for your order placed on [Date of Order] for [quantity] [red/blue/assorted] [Product Name].

   We will ship your order within 5 business days.

   {Please note. Due to the special pricing of these items, all sales are final.}

           [Sales Representative Name]

Assign data to variables

   Open or create the document that contains variables. Press Alt-D (for ‘Database’) to display the Instant Database screen. (It is called Instant    Database because you will be able to instantly save the variable to data pairings to a database for reuse with other documents.)

   Type the appropriate value into the textboxes for each variable. If you have created multiple-choice variables, select from the drop-down lists. Press the Tab key to move to the next variable.

   You may have several pages worth of variables. Press the numbered buttons at the top of the screen to move from pages to page. Press the '>' button to display addition pages beyond 4.

   Press the 'Next' button when finished. You need not complete all variables. You can run Instant Database at a later time to fill in the remaining variables.

Libraries & Books

   You should never use the original source text for creating a personal document. You should only use a copy of the source text.

   Pathagoras makes it easy to implement this rule and always call up a copy of the source text. Pathagoras' 'Libraries & Books' and 'DropDown List' modules allow you this protection in a simple, but very elegant style. Read more about these tools in the Document Assembly pages of this Guide.

Creating a Document

  To create a new document:

1. Click the Document Assembly button.  2. Click the radio button on the line of the book from which clauses are to be drawn.  3. Click 'Next'. 4. Choose the clauses/documents you wish to assemble from the left column and move them to the right. 5. Click 'Next'. 6. Press Alt-D to bring up the Instant Database screen. 7. Press the Scan button to read the variables. 8. Type a value to replace the variable. 9. Click 'Next'. 10. You are done!