Pathagoras Help System

Introduction
- Definitions
- Design & Work Flow Concepts
- Processing vs. Personalizing
- Moving from basic to advanced
- Illustration of Libraries -- Books Metaphor
- File and Folder 'Pointers'
- Discussion on Differences
- Advantages of Plain Text Document Assembly
- Document Assembly vs. Document Management
- Beyond 'Major' Projects
- Help Connections
- Printed Version
Primary features
Getting Started
- Download and Install
- Prepare Folder(s) for Document Assembly
- Creating a New Library
- Shelving Your First Book
- 'Pathagorizing' Your First Form
- Installation Checklist
Document Assembly
- The Process, Technique 1
- The Process, Technique 2
- Libraries & Books: Concepts and Definitions
- Libraries & Books Screen_2
- 'FreeStyle' Display
- Clause Selection Screen
- Document Assembly 'Books'
- Creating a New Library
- Deleting a Library
- Settings Screen
- SuperBooks
- Mouseless Assembly
- Order of Search
- Templates
- Calls to other documents
- Tree Service
- Tables and Pathagoras
- 'Tag Along' Clauses
'Pathagorizing' Your Documents (Variables and Optional Text)
- Variables - Definition
- Creating Simple Variables
- Creating Multiple Choice Variables
  - Groups
  - Titles
- 'Create Variables' Assistant
  - CVA Creating New Variables
  - CVA Using Existing Variables
  - CVA Adding New Variables
  - CVA Sanitizing Document with +[. . .]
- The 'Intelligent A'
- Reusing Existing Variables
- Drop Down List
- Drag and Drop
- Pathagorizing using the IDB screen
- Coverting HotDocs Documents
- Nesting Variables
- 'Emphasis' (bold, ital, etc.)
- Date, Formula and 'File Name' replacements
- Limitations on Variables
- <<*Options/Optional*>> Text Blocks
  - 'Optional' Text ('Prompts')
  - 'Options' Text ('Prompts')
  - Radio vs. Multiple Choice
  - Nesting
  - Nesting Variables within Options
  - Groups
  - "Syntax"
  - <<*Options*>> using Tables
  - Create <<*Options*>> Assistant
  - Options/Optional Text in Headers/Footers
  - Simple Options
  - Suppress Processing
  - Testing & Editing
  - Administrative Text
  - Select Optional text via Options
- {Simple Optional} Text Blocks
  - Differences
  - Converting
  - Enabling/Disabling
  - Options (Mixing Simple with Complex)
- Dynamic Creation of Variables
- Structure/Integrity Checker
- Debugging Variables & Options Text
- Changing Variable Names
Anatomy of Variable and Optional Text Characters
Quick Picks
- My Picks
- MyButtons
Instant Database Screen
- The basics
- Scan
- Completing a Variable
- Replacing Variables with Values
- Data Records
- Augmenting an Existing Record
- Variables, Number of
- Variables, Length of
- Variables, Special
- Validating Variables
- Math and Date Math
- Multiple Choice Selector
- Embed Variable Names
- AutoScan
- Other IDB Functions, Features and Tools
- Power Tools
- More Tools and Settings
- Still More IDB Settings
- Other Uses for IDB
- Advanced Array
- Screen Shots Depicting Screen Features
Instant Database Functions
- Calendar and Date Math Features
- In-line Math and Date Math
- <<Folder>> Function
- '=' Equivalency Function (single element)
- '=' Equivalency Function (*Actors* and their Roles)
- <S>pell out Function
- <$>Currency Function
- <%> Percent Function
- <F>ormat Function
- <Fr>action Function
- <<Filename>> Function
- <P>aragraph Function
- <.x.> Function Reminders
Instant Database 'Input Form' Masks
- Creating a Mask
- Mask Maker
- Making the Mask More Meaningful
- Organizing Mask Entries
- Assign Mask to Book
- Using a Mask to 'Pathagorize' a document
- Sharing Masks
- Password
- Using Excel to Create Input Form
- Importing Data Into Mask
Instant Database Records
- IDB Files Location
- Sharing Data with other programs
- Archiving IDB Records
- Easy As Pie IDB Records
- Print IDB Data from Multiple Records
- Changing Variable Names in Existing Records
External Database Connections
- Definitions and Concepts
- Getting started . . .
- . . . with Outlook
- . . . SQLServer and MySql
- . . . with Excel
- Simple Merge of External Data
- Updating Your Data
- Mail Merge with External Data
- Create Record via Web-based Intake Form
- Using *MultiChoice* Lists
- Create Record via External Program
- Pairing Table
- 'Fielded' Database Connections
Clauses: Adding and Editing
- .doc vs. .dot
- Glossary vs. Folder of Terms
- Via Libraries & Books screen
- Via DropDown Lists
- Term Works!
- Adding Clauses Manually
- Clause Conversion Tools
- Smart Notes
- Names and Subjects
- Styles
- Automatic Paragraph Numbering
  - General Infomation
  - Re-numbering Issues
A Different Approach
Document 'Dis'-assembly
- Manually
- Using Libraries & Books Screen
- Using DropDown List
Term Works!
- Screen Tour
- Selecting/Refining Scope
- Add Clause to Existing Book
- Creating New Book
- Prefix/Suffix Naming
- Bulk Add connections.
- Show Text
- Add text Where?
- Setting Term Works! Defaults
- Hints and Tips for Document Disassembly
GotForms?
- Standard Screen
- Minimized Screen
- Show Context
- Underlines as Variables
- GotForms?: When To Use?
DropDown Lists
- From Document Assembly
- From the Clause Selection Screen
- 'Free Hand'
- Adding Content to DropDown Lists
- Repointing a DropDown List
- Using the Lists
- Debugging the List
- Other Settings & Options
- WordPerfect, PDF and Image Assembly
'Repeat' Blocks
- Simple Repeats
- Simple, with incrementing variable
- Repeat with !Groups!
- Anatomy of the Repeats Block
- Series Connectors ('and' or 'or')
- Repeating Tables & Rows
- 'Return' the Repeat value
- Repeat Settings
- 'AskRepeat'
- Repeat with Options
- Repeats Elsewhere
- Repeat Alternatives
- Repeat Restrictions
- Testing Repeat Blocks
- Repeat Example
- Repeat (a 'one page' lesson)
Clause Sets
- Creating Clause Sets Automatically
- Creating Clause Sets Manually
- Editing Clause Sets
- Document Assembly with Clause Sets
- Expanding Clause Sets
- Notes, Hints and Tricks
Prefix/Suffix Naming Convention
- What Is It?
- Why use it?
- Printing a checklist of names and subjects.
- Prefix Table
- Prefix 'Parsing'
- What if I change my mind?
- Margin List Assembly
Names and Subjects Editor
- Screen Tour
- Simple Application
- Activating the Editor
- Advanced Application: Prefixes
- Advanced Application: Renumbering
- Notes and Miscellaneous Items
Miscellaneous Editing Tools
- Balancing Markers
- Color Coding (Paint Markers)
- Accessing Source Clauses
- Search & Replace
  - Search and Replace Form
  - Search and Replace via IDB
- Editing Tips
- Wizards and Assistants
- Bulk Editing Tools
MultiChoice *Lists*
- Creating MultiChoice *Lists*
- Easy As Pi MultiChoice List
- Presenting Multichoice Lists
- Cascading Options
- Cascading Options Chart
- Cascading Variables
- MultiChoice *Lists* and Groups
- MultiChoice *Lists* Table Location
- MultiChoice *Lists* from Database
- 'Virtual' *List*
- Locating, Moving, Pointing (to)
- Sharing Your Lists
Document Logic
- Simple Logic
- Intermediate Logic
- Cascading Logic
- Advanced Logic (Interviews)
- The Interview
- Simple Logic Examples
- A 'Legal' Example
- A Whimsical Example
- Another Whimsical Example
Document Management
- Definitions
- PathSmart Screen
- SaveSmart
- Creating a New Profile
- Deleting a Profile
- Adding a SmartPath
- Settings
- Mouseless Navigation
Main Menu
Network Operations
- The Common Profiles Path
- Enabling the Network
- Network Features
  - Sharing Files
  - Messaging
- Instant Database Issues
- Upgrading Pathagoras
- Synchronizing Books
- 'Use Local' Files
Settings
- Settings Assistant
- Utilities & Settings
- End User Settings
- All Settings and Options
- Sharing Registry Settings
- Registry Settings
HotKeys
- Alt-G
- Alt-S
- Alt-D
- Alt-V
- Changing a Hotkey Assignment
Typing Expander
Navigating with Pathagoras
- Locating document in a Book
- Locating clause in a Glossary
- Locate a clause in a DropDown List
- Text boxes displaying folders
Compatibility Issues
- Worldox®
- WordPerfect®
- HotDocs®
Word 2007/10 Information
- Quck Access Toolbar
- Confirming that Pathagoras is installed 2
- Line Spacing in 2007
Excel Connections
- Excel and the Instant Database
- Excel and DropDown Lists
- Excel Stand-alone
Access Interface
Outlook Interface
Comparative Approaches
- Clauses vs. Templates
- Naming Your Clauses
  - Prefix/suffix style vs. descriptive names
  - Manual vs. Auto Naming of final documents
- Naming Your Variables
  - Bracketed vs. Non-bracketed variables
- Multiple choice variables vs. Multichoice *Lists*
- <<*Options/Optional*>> text vs. variables
- <<*Options*>> vs. Multiple choice variables
- <<*Options*>> vs. Clause Selection Screen
- <<*Optional*>> vs. Selecting Clauses
- Moving Text from Source to Final Product
- Personalizing Your Documents
  - GotForms? vs. InstantDatabase
  - InstantDatabase Mask vs. InstantDatabase Scan
- Storing Your Source Documents & Clauses
- Adding Text to Source Books
- Navigating
  - Using PathSmart Screen vs. Word
  - Mouseless vs. Everything Else
- Word Equivalents
Miscellaneous Matters
- Four-element toolbar
- Repointing after moving files
- Two-element Toolbar
- Customizing the Toolbar
- Navigation via Textboxes
- Other Navigation Tricks
- Pointers (in general)
- Default Settings
- Administrative File Locations
- System Security
- Document Security
- Cross-References
- Apply 'Wait'
- Compare to HotDocs® and others
- Backup/Restore
  - Backup
  - Restore
- 'Plain Vanilla' Paragraph Numbering
  - SavingStyles
  - Using Plain Vanilla
Tips and Tricks
- Baby Steps
- Captions and Signatures
- Capturing Data Independently of Document
Troubleshooting & FAQs
- What's Happening?
- Installation Questions
- File Location Questions
- Operational Issues
- My document just sits there.
- Upgrade Questions
- Style Issues
- General Questions
- What version of Pathagoras am I using?
- Valid Copy of Word Does Not Exist
Trial Version
Upgrading Issues
- Upgrading Pathagoras
- Upgrading my system or adding new users.
  - Upgrading Checklist
- Uninstalling Pathagoras
Support
- Customer Service
- Non-technical Support
Help System Improvement Project
One Page Quick Start Guide