'Short' List of Features

 

Major Pathagoras Features

(Click to jump to specific topic)

 

True paragraph assembly

True 'template' assembly

Clause-sets

Document Packages

Building Blocks

Document Disassembly

'Mouseless' recall of documents

Instant Database

Actors and their Roles

Pronoun & Number Control

Intake Forms

Links to External Databases

Intelligent 'A'

Excel Connectivity

Typing Expander

Repeat Function

DropDown Lists

Document Management

Instant Display of Folder Content

Conversion Tools

Quick Picks

Names and Subjects Editor

Math and Calendar Math

Extensive Help and Support Systems

Simple Optional Text

(keep it or delete it)

Simple Options Text

(A or B or C)

HotKeys

Infinitely Configurable

Interview Wizards

Instant Folder Navigation

Testing Tools and Structure Checkers

Help & Support Systems

 

Document Assembly

True paragraph assembly.

oQuickly display a folder's worth of documents, each document being a 'building block' toward a complete document.

oSelect just the items you want from the list that will create the 'perfect' document or document package.

oRearrange the order of your selections, if needed

oClick the 'Go' button. The assembly of selected and ordered clauses takes place in a matter of seconds.

oIf present, automatic paragraph numbering is preserved.     (home)

True 'template' assembly.

oA template is a 'complete' (actually, overbuilt) document from which text is kept or pared away based on answers to questions.

oIf present, automatic paragraph numbering is preserved as text is accepted or deleted.   (home)

'Clause-sets'

oClause-sets are predefined groups of clauses or document that make up simple documents.

oCreate a Clause-set to quickly build, for example, an "I Love You' will, a simple deed, a simple Sales contract.

oClause-sets can also be used to create complex documents to make sure you don't forget an important clause.

oClause-sets can also be used to create 'document packages'. (See next bullet.)   (home)
 

Document Packages

Select a group of documents that you want to create in a single setting (e.g., a loan closing package, a pleading package, etc.)

Check the 'Create Package' box in the Assembly Options box.

Pathagoras will ask you to designate a client/customer folder into which the package of documents will be saved.

Pathagoras will copy the package to the client's folder and then open the newly saved documents for editing.

Packages can be selected free-style or pre-selected using a 'Clause Set.'

Replace variables in just the current or in all open documents.   (home)
 

Building block assembly

Add 'building blocks' of text to your system in three very easy steps:

oHighlight text you want to add as a building block to your document assembly system. Press <Alt-G> to start the save.

oName the clause.

oSelect the 'book' into which the new clause is to be saved. It's 'highlight and add' simple.   (home)
 

Mouseless recall of documents

Instant 'mouseless' recall of documents from a designated 'hunt path' (in this order):

oThe underlying documents folder.

oThe folder linked to the prefix of the requested clause (if named in the prefix/suffix naming style)

oA DropDown List

oThe SuperFolder (a folder --and its sub-folders-- that you designate to house commonly used building blocks)

oThe SuperGlossary   (home)

DropDown Lists

A DropDown List is an always on, always active list displaying the content of any folder you designate.

A DropDown List allows quick, no navigation, two click recall of documents or other elements shown in the List.

Up to 10 DropDown Lists can be simultaneously maintained.

Use to call in 'new' documents or to augment existing drafts.

DropDowns can point to, and be used to assemble not just Word documents, but images, rtf files, pdf files and Word Perfect documents.

Display just parent folder or display sub-folders as well.

Highlight a chunk of text you want to add as a building block to your document assembly system. Add that text to the DropDown List folder in two clicks.     (home)

Simplest variable naming possible

Variables are created by enclosing text within square brackets: [Client Name]

Multiple choice variables are created same as above with the individual choices separated with a slash: [chocolate/vanilla/Rocky Road].

oSelect one or multiple items from multiple choice list.

'Pathagorizing' an existing document? You can easily neuter documents using Pathagoras powerful Variable Creation Wizard (Alt-V).

oHighlight 'real name' or other value in document (such as 'John Doe')

oActivate Wizard (Alt-V) and answer 'replace with?' question with the desired variable name, e.g. "Client Name". Press Next button.

oAll instances of 'John Doe' in the document are replaced with [Client Name]. (This makes 'Pathagorizing' documents very easy.)

oAll case and emphasis attributes are preserved. (I.e., if original name was JOHN DOE at top of document and John Doe in body, the names are replaced as [CLIENT NAME] at top and [Client Name] in body, exactly the same style as the original.)

Designate long lists of multiple choice variables by *alias*. Examples:

o[*States*] can represent a multiple choice listing of all 50 United States.

o[*Attorneys*] can represent multiple choice list of all attorneys in office.

oNo limit as to number of aliases or number of choices within an alias listing.

A myriad of tools is available to help to ensure consistency of variable spelling from form document to form document.

Variables that are left 'blank' (because the data is not yet available) can be preserved and automatically highlighted for later completion. Or they can be automatically deleted.

Assign personal values to each variable via a call to the Instant Database screen, discussed below.     (home)

Simplest Optional Text Designation Possible

Optional (keep it or delete it) text is created by enclosing any quantity of text within curly braces: {This is optional text. It can be a sentence or two, or multiple paragraphs}

Multiple choice options are created same as above with the individual choices separated with a "slash-OR": {First Class Mail/ORFederal Express/ORUPS}. (The capital 'OR' is manadatory. That way you can still use and/or and a/k/a and similar items in the text.)

oSelect one or multiple items from multiple choice list.

oOptional and Options blocks can be 'grouped' so that they change in tandem. The selection of one item in the first appearance of the group leads to a similar (keep it or delete it) result for other members of the same group.

More robust Optional and Options text available. (Robust allows you to designate specific prompts or questions, leading to and 'interview' style of document assembly.) Click here for description.     (home)

Table Controls

After the document is completed, Pathagoras can scan the document for the presence of tables. If found, Pathagoras can (optionally, but automatically)

ojoin adjacent tables if they are similar in configuration (same number and widths of columns)

odelete empty rows

odelete empty columns

In performing the above functions (especially in determining what is 'empty'), Pathagoras can be instructed to ignore header rows and title columns.   (home)

Instant Database

Truly instant! The name is not hype. There is zero setup needed to create the database and the individual entries.

Assign values to variables using an easy to understand and easy to complete screen. (Left column shows variables; right column collects values.)

Once a record for a client or customer has been saved, you never have to type the information again.

New variables that Pathagoras discovers in subsequent documents are automatically added to the client's record.

The value of a specific variable can easily be made the value for another value via the 'equivalency' function.

oSo [Testator] can be set as "=[Client Name]". (This makes pairing actors with several roles they may play very easy.)

oEstate planners take note. Easily assign the value of [Spouse] to '[Executor]', '[Beneficiary]', '[Trustee]', etc. without having to retype name.

oLitigators take note. Easily assign the value of [Client] to '[Plaintiff]', '[Defendant]', '[Petitioner]', '[Respondent]', etc.

Easily share your Instant Database records with all users on your system. (Or if it is your desire, prevent other users from seeing your data records .  .  . your choice.)

Easily import data records from other sources.

oImport named cells directly into Instant Database

oImport two column spreadsheet directly into Instant Database

oWith above tools, it is easy for you to create and mail to a client or customer an intake form (or other data form) for completion. On its return, quickly import the data into your records or into your document.

Create (and analyze) tables containing various data fields (your choice). Get lists of names and addresses; get values and amounts for data analysis. Very easy. Very powerful.   (home)

Intelligent 'A'

The 'Intelligent A' will automatically become an 'a' before "a Texas corporation"; and an 'an' in before "an Illinois limited partnership."

Like other Pathagoras setups, the Intelligent 'A' is created using a simple, plain text 'coding': "[**a]" (no quotes).   (home)

Actors and Their Roles

Pathagoras allows you to easily create a list of the various 'roles' that need to be filled in a r document (or series of documents).

When the same actor plays various 'roles' within the document(s), simply click the actor from the list and the name of the actor is properly inserted.

So, a spouse or child can also easily be made a beneficiary, the personal representative, the grantee of a Power of Attorney, the health care surrogate, etc., without having to type his or her name more that once.   (home)

Pronoun Control

Variables can be 'grouped' so that they change in tandem. That way you can easily maintain number and gender consistency.

Example: the selection of 'he' or 'she' results in selection of 'him' or 'her' and 'his' or 'hers', as appropriate, for all 'grouped' variables.

No limit as to groupings, either as to group names or as to number or length of options.

Simply assign a plain text 'groupname' to each variable or option block associated with the actor. When a sex or number is assigned to the actor, all elements matching the groupname automatically change to the proper pronoun, number, etc.   (home)
 

Link to External Databases

Use data already present in your Outlook, contacts or billing systems. Can use data from .csv files, SQLServer and MySQL databases.

Maintain links to 3 separate systems.   (home)

Math and Calendar Math

Run in-line (i.e., in document) without any hidden fields or complex coding. [Total Cost] = [Unit Price] x [Quantity].

Or pre-place formulas within Input mask.

Calculate future dates, ages, percentages.

All formulas are facial to the document. Easy to create. Easy to edit.

Typing Expander

Assign short names for longer text block. E.g., certificate<Alt-G. can instantly call in your Certificate of Mailing; yoursig<Alt-G> can instantly call in your signature block.

Extremely easy to set up and to add content.

As opposed to Word's AutoCorrect and AutoText, all users on system automatically can be easily pointed to the same collection of expandable terms.

Robust Options and Optional text function:

Create questions and conditions for inclusion of text.

Multiple choice can be designated with 'radio buttons' (only one choice allowed) or checkboxes (multiple choices allowed).

Robust prompts can readily be converted to sophisticated interview forms with no programming knowledge on your part.

Repeat function

Designate repeating text simply by enclosing text within easy to create 'repeat blocks.'

o"<<*Repeat*row>> your boat gently down the stream." (Try it--paste text into document. Press Alt-P to process it.)

Any variables within repeat block will be automatically repeated and incremented.

o"These are the names and birthdates of my children: <<*Repeat*[Child], [Birthdate]>>."

will result in, if '3' is provided as the answer to the automatic prompt:

"These are the names and birthdates of my children: [Child@1], [Birthdate@1], [Child@2], [Birthdate@2], and [Child@3], [Birthdate@3]."

Repeats can be applied against large blocks of text, including tables.   (home)

Excel Connectivity:

Whether you are importing personal client or customer information stored in workbooks, or calculated data that only Excel can handle, Pathagoras provides exceptional connectivity to your Excel spreadsheets. While still in Word, Pathagoras lets you . . .

Import entire spreadsheet directly into current document.

Import named range of cells directly into document either as linked spreadsheet or as a Word table.

Import named cells in Excel spreadsheet directly into Instant Database. (If your client or customer's data is already in an Excel spreadsheet, there is no need to type it again. Just import it.)

Import two column Excel spreadsheet directly into Instant Database. With this feature, it is easy for you to design in Excel an intake form (simple to fancy), and send that form to your client or customer for completion. On its return, quickly import the data into your records or into your document. No reentry of data required.   (home)

Document Dis-assembly

Highlight a portion of text from an on-screen document and, in one or two clicks, add it as a new document to a selected book or DropDown List. You can disassemble a document into its component parts in a matter of minutes.

Suggestion: once you have broken up a document into building blocks, duplicate appropriate clauses using regular Word tools and modify them to create variety for later document assembly sessions.

Bulk disassembly processes also provided. Instead of the one 'building block' at a time approach above, these tools allow the quick and efficient disassembly of entire documents into component pieces.   (home)

Names & Subjects Editor

Rename all documents in designated folder in single pass.

Reassign subject of documents in designated folder in single pass.

Use to rename entire folder to conform with (optional) prefix/suffix naming convention.   (home)

Quick Picks (Alt-Q)

Allows you to view and duplicate sample coding for variables, options, options and repeats text.

Allows you to copy text snippets into a reusable clipboard. Easy way to ensure consistency of variables.

Allows you to assign up to 12 buttons to any Pathagoras document. Makes accessing those features 2-click easy.   (home)

Document Management

Use 'PathSmart' tool to assign number to designated folder. Future calls on that folder done using just that number.

oEach profile can reference up to 12 folders. Unlimited number of profiles can be created.

oInstant Alt-G navigation to designated folders. Simply type the number to the editing screen and press Alt-G.

oA 'SuperSmartPath' can be created that displays not just the folder, but the sub-folders. Perfect for offices that maintain a 'Client' folder, and sub-folders for each client and perhaps sub-folders beneath that level for matters.

Use 'SaveSmart' tool to save current document to designated folder using the number reference.

oIf SuperSmartPath designated, directly save to client folder and sub-folder. NO NAVIGATION REQUIRED.

oIf document being created for new client, folder and sub-folder created on the fly. NO NAVIGATION REQUIRED.   (home)

Instant Folder Navigation

Instant Alt-G navigation to SmartPaths assigned via PathSmart. Simply type the number associated with the folder, press Alt-G and a standard 'File Open' folder, automatically set to the designated folder appears.

You can instantly navigate to any folder assigned to a book (via the initial document assembly screen)

You can instant navigate to the folder assigned to a DropDown List.

No more navigation to frequently used folders!   (home)

Wizards and Assistants

Create Variables and Create Options Wizards

Interview Creation Wizard (move your Options/Optional/Repeat questions to Interview block at beginning of document.) This allows you to create a truly 'menu driven' system

Paint Markers (highlight the begin and end points of the various Pathagoras markups. Allows you to more easily see and edit your 'Pathagorizing' handiwork)

Structure Checker (Pathagoras will scan your work to see if all markups are properly constructed)

Search and Replace tools (much more extensive that Word's Find and Replace)

Conversion Wizards (convert Word and HotDocs(r) fields to plain text variables; convert Word Perfect(r) documents to Word documents; convert doc to docx and vice versa); convert folders to glossaries and glossaries to folders.)   (home)

Intake Forms

The Instant Database Screen is the easiest of intake forms.

Easily create intake forms using your 'Pathagorized' documents and our 'Mask Maker' tool.

Design intake forms using Word, Excel, Adobe Acrobat and other 3rd party program. Pathagoras can scrape the data from those forms and create an Intake Database record 'on the fly.'   (home)

Other intake forms/interviews created from the 'questions' built into document. No separate coding required.   (home)
 

Built in testing tools and structure checkers

Pathagoras can count the number of boundary markers and report to you when they are not in balance.

Pathagoras can 'paint' the boundary markers to make it easy to see where one may be missing

Pathagoras can examine each of your Options, Optional and Repeats blocks for integrity and report (and automatically fix) any that are not 'perfect.'   (home)

Hot-Keys to help you plow through the easy stuff:

Alt-D brings up the Instant Database (variable replacement and automatic record creator)

Alt-V brings up the Variable Creator Wizard

Alt-P processes the on-screen text (used mainly for testing. Processing automatically takes place when a Pathagorized document is brought to the screen.)

Alt-Q brings up the Quick Picks menus.   (home)

Conversion Tools:

Bulk conversion of .doc files to docx.

Bulk conversion of .rtf files to either .doc or .docx

Bulk conversion of Word Perfect files to either .doc or .docx

Bulk conversion of documents to glossary and from glossary to folder (deconstruction).

Bulk conversion of Hot Docs-prepared documents to documents with plain text square brackets, preserving original variable names.

Bulk conversion of Word's 'DocVariable' and Word documents with 'gray' fields to documents with plain text square brackets, preserving original variable names.   (home)

Infinitely configurable screens and settings   (home)

The various settings screens and the various 'action' screens can be configured to default sizes, default responses and default content. If you ever are asking 'I wonder if Pathagoras can . . .', the answer is probably 'yes.'

Help and Support Systems:

Unlimited live and friendly technical support during initial free 90-day trial and for first year after purchase. Virtual presence via GoToMeeting.

Email support. Got a document that is not working as expected? Send it to us, we'll fix it and send it back along with explanation of the repair.

Support agreements renewable annually for reasonable cost.

Video tutorials and webinar replays.

FAQ system.

600 page highly illustrated Manual.

'Pathagorizing' services available.

oDon't have time to do Pathagorize and otherwise automate your documents? Hire us.

oDon't have time to set up your libraries and books, DropDown Lists and masks to maximize your efficiencies? Hire us.

oWe are reasonably priced, and will get you to a turn-key, highly efficient document assembly system in short order.   (home)

Miscellaneous

Pathagoras is a Microsoft Wordtm add-in. Pathagoras is always running when Word is running.

No separate program to run.

oUser's always working in familiar Word program. All editing of source text and document assembly steps begin and end in Word.

oAll intermediate steps take place in Word.

Plain text based. No hidden fields used or created by program.

oHowever, all hidden fields and links you may have previously created within document will be honored.

oEditing of Pathagoras documents can be done on 'non-Pathagoras' computer.

Pathagoras is a very dynamic system. For example, if you add new document using any tool (Pathagoras or not) into a folder to which a 'book' is pointed, the next time you display that book, that document will be displayed.

While the above fairly summarizes most of the features available in Pathagoras, it still does not give due justice to the incredible depth and breadth of the system. Settings and switches abound (all optional of course -- the default settings are entirely sufficient for most offices) to allow any office to highly personalize Pathagoras to the unique needs or desires of the office.   (home)

General Comments:

Pathagoras is as broad and deep a document assembly/document automation program as you will find anywhere, regardless of price. But our price point is exceptionally competitive.  While other programs offer fancy interfaces and screenage, we offer a straight forward, easy to implement, feature-rich program that is easy to implement, easy to use and easy to teach. If you have not experienced Pathagoras, download the trial version and give it a shot.   (home)

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