Pathagoras has a definite 'order of search' pattern of which you should be aware to maximize efficiency in naming and recalling your clauses. When a term is recalled (either from a Clause Set or via Alt-G) Pathagoras will look in the following locations in the order listed (this is also called the 'Hunt Path'):

If the term is 'fully qualified,' Pathagoras will look in the designated location and no further. ('Fully qualified' means that the document is pointed to by drive, folder, sub-folders(s) and name. E.g., "c:\office forms\estate planning\trusts\living trust clauses\rlt134.doc".)

If not fully qualified, Pathagoras will first look in the folder from which the base document is located. (Applicable when base document was called via the Document Assembly routine or from a DropDown List.)

If Pathagoras sees only a 5 to 8 character term name, it will determine if the term name follows the 'prefix/suffix naming' criteria (two to four letters followed by three or four numbers). If it does, it will look in the book associated with the prefix in the Prefix Table.

If the text is a number from 1 to 12, Pathagoras will open the folder paired with the number in your current profile in PathSmart.

If the text is a name stored in your QuickLinks list, Pathagoras will open the folder paired with the name stored in your QuickLinks list.

Pathagoras will then look to see if the term name exists in the 'Tag Along' section of the document. (Here, the desired text must have been previously 'bookmarked' with the term name.)

If not found in the above locations, or if the term is not a prefixed name, Pathagoras will look in the Position #1 book (The 'Position 1' book is the book that occupies the first bookshelf in the Current Library.)

If not yet found, Pathagoras will look in the SuperFolder (if designated).

If still not found, Pathagoras will look in the SuperGlossary (if designated).

(You can tell Pathagoras to look in a SuperBook before the Position #1 Book. Check the box found in Utilities/Settings|File Locations labeled "Check SuperBooks" first.)

If still not found, Pathagoras will look for the clause in each active DropDown List (and if such a sub-folder exists, in the sub-folder called "Hidden")

If still not found, Pathagoras will look for the term in your Auto-Correct dictionary (Microsoft Word feature).

If still not found, Pathagoras will look in the first 15 glossaries that you may have stored in your SuperFolder. (This last search presumes that you have not earlier looked in these glossaries via the prefix search.)

tipTo avoid redundant searches (and to speed up the search process), do not store the following items in your SuperFolder:

 (1) your SuperGlossary or

 (2) any glossary or any term which you have associated with a prefix.

 

See also:

  Prefix/Suffix Naming Convention

  Prefix Registration Table

  SuperBooks

  Tag Along clauses

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