SaveSmart for Source Clauses

tipWe have tried hard in this Help System to segregate the document management features (PathSmart and SaveSmart) from the Document Assembly features (everything else, including the Creation of Document Assembly 'Source Clauses.'

   But SaveSmart should not be overlooked as a potential tool for building your source books. It actually is one of the best tools in the arsenal. Here is what you need to do:

1. Assign to a SmartPath one of your folders that currently houses document assembly clauses. We will call this the 'incomplete folder.'

2. Display a document which contains text that you want to add to the incomplete folder.

  Note: This document can be anything. It can be a current document. It can be one you just downloaded from the Internet. It can be sample text that you received from attending a Continuing Education course. Think broadly here.

3. a. If you want to save the entire document, simply click the SaveSmart button and then, from the right panel,  click the SmartPath number that represents the incomplete folder. Provide a name (and subject, if desired). Press the Save/Copy button and the text is saved as a new document in the designated folder.

   b. If you want to save just a portion of the document, highlight that portion first. Then click the SaveSmart button. (Pathagoras will know that you have highlighted text and will slightly change the face of the SaveSmart screen to accommodate.) Provide a name (and subject, if desired). Press the Save/Copy button and the text is saved as a new document in the designated folder.

tip Use SaveSmart to add documents/clauses to your SuperFolder. It is (if assigned) always SmartPath #13.

  Note: You can use SaveSmart to save text only to a folder, not to a glossary.