Pathagoras Help System
Contents
Index
Search
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
Files Included in Display
Buttons and Functions
Add and Remove
Show All
Select All
'Rearrange' arrows
Forms 'Packages'
Widen Screen
Assemble vs. Insert
View/Edit, etc.
Names vs. Subjects
Linear vs. Stacked
Smart Notes
Preview
Expand (Clause Set)
Tree Service
Double Click Tools
Assembly Options
Add 'Hidden' Clause Names to text
Master Clause Table
Document Assembly Issues
Document Assembly 'Books'
Folder of Documents
Glossaries
The 'Technical Side' to Glossaries
Glossary vs. Folder of Terms
Adding ('Shelving') a Book
Quick Set
Pointing/Repointing via Settings Screen
Removing ('unshelving') a Book
Creating a New Library
Deleting a Library
Settings Screen
Assigning a Template
Assigning an IDB Mask
Assigning a Prefix
Show All Files in Folder
SuperBooks
SuperFolder
SuperGlossary
Adding Terms to a SuperBook
Compare to Prefix/Suffix Naming
Compare to AutoCorrect/AutoText
Mouseless Assembly
Order of Search
Templates
The Templates Screen
Creating a Template
'StartHere' Location
Assign Template to Book
Exempting Document from Assignment
Assign Template to Document
Paragraph Styles
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
To a folder of clauses
To a Glossary
The Quickest Glosssary Ever
Easy As Pi Glossary
Clause Conversion Tools
Glossary to Folder
Folder to Glossary
WordPerfect to Word Folder
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
The <<*Ask*>> Prompts
Automatic Creation of <<*Ask*>> prompts
<<*Ask*>> Elements
<<*If*>> Prompt
<<*Set*>> Prompt
Limitations
Print Interview
Benefits of <<*Ask*>> Prompts
Requirements
The 'Process'
Logic Assistant
<<*AskValue*>> Prompt
'Case' Logic
Dissecting an Ask Table
Dissecting another Ask Table
Saving <<*Ask* . . . records
Recalling <<*Ask* . . . record
Interview Documents
Simple Logic Examples
A 'Legal' Example
A Whimsical Example
Another Whimsical Example
Document Management
Definitions
PathSmart Screen
SmartPath
SuperSmartPaths
Navigating the SmartPaths
Range and Filter Controls
Print Out SmartPaths
SaveSmart
Saving a Document
Moving a Document
SaveAs/MoveAs
Deleting a Document
The More>> controls
Automatic Document Naming
Save to PowerPoint
Save as Source Clauses
Creating a New Profile
Deleting a Profile
Adding a SmartPath
Quick Set
Via Settings Screen
Removing 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
Current Settings
Upgrades
System Tools
End User Settings
All Settings and Options
Document Assembly
File Locations
Separators and Connectors
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
Clause Selection Screen vs. DropDown lists
Clause Selection Screen vs. Clause Sets
Mouseless vs. everything else
Personalizing Your Documents
GotForms? vs. InstantDatabase
InstantDatabase Mask vs. InstantDatabase Scan
Storing Your Source Documents & Clauses
Folders vs. Glossaries
Documents vs. Templates
Mouseless vs. Everything Else 2
Using PathSmart Screen vs. Word 2
Direct Add vs. Duplicate 2
'Highlight & Add' vs. Direct Add 2
Bulk Add vs. Instant Book 2
SuperBooks vs. other locations 2
SuperBooks vs. other locations
Local vs. Network Storage
Adding Text to Source Books
Bulk Add vs. Instant Book
'Highlight & Add' vs. Direct Add
Direct Add vs. Duplicate
Navigating
Using PathSmart Screen vs. Word
Mouseless vs. Everything Else
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
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