In the 'typical' document assembly session, the source text for augmenting the document currently under 'construction' is stored in Books (folders or Glossaries) that are external to the current document. They are saved in this manner because the system administrator expects that the clauses will be used over a fairly broad scope of documents or will be used with such a high level of repeat calls that storing them in a separate folder (thereby making them available as a book and/or a DropDown List to others) makes sense.
Sometimes, however, certain clauses are going to be used with a specific document and with none others. To store these few clauses in a separate folder and assigning an entire Book or DropDown List to them seems an inefficient use resources. In such cases, it just is easier and more efficient to include these optional clauses within the source document itself.
We call such text 'Tag Along clauses'.
These clauses 'tag along' with the document and when needed, can be quickly inserted at the appropriate location in the document. The entire document (including the optional 'tag-along' clauses) is self-contained. It can be sent to another user without having to send the folder that (otherwise) would contain the 'external' text. (Clauses can still be drawn from external sources, but a document such as is described above can be made entirely self-contained.)
Tag Along clauses would be most frequently used when the clauses will never be used outside of the document. It would also be appropriate to use Tag Along clauses when you want to send a document to another Pathagoras user who is not on your network. That way, the other user won't have to create a new Book or DropDown List to access the additional (optional) text. It is available in the transferred document.
The Tag Along text can be of any length, from a single word to many paragraphs.
There are only two requirements to create 'Tag Along' text:
1.Each block of Tag Along text must be bookmarked. That is the only way to provide quick access to the individual clauses. To bookmark the block of text:
•To manually bookmark a section of text, highlight it. Then click the Insert button in your Word toolbar area and then click Bookmark. Provide a meaningful name for the bookmarked term. (Bookmark naming rules require that the name start with a letter. Only single words are allowed, but you can use the underscore character to 'separate' words. Press the Ok button to save the bookmark. Repeat with each separate clause.)
•If you don't feel comfortable with the manual method (it's easy and something you ought to know), you can use Pathagoras' 'highlight & add' routine. Highlight the text you want to bookmark and then press Alt-G. Provide a name for the term in the TermWorks screen (it must either be a single word or a series of words connected with underscores). Click 'Other Book' and check the 'Tag Along' box. (This simply tells Word to apply a bookmark, just like the above bullet.)
2.You need to tell Pathagoras where you have 'stored' your Tag Along terms. Do so by typing &Tag Along Clauses Begin& and &Tag Along Clauses End& to each end of the section of your document that contains your tag along terms. (We recommend placing your Tag Along terms at the bottom of your document, perhaps even on a separate page.)
When Tag Along terms reside in the document being processed, Pathagoras will locate them (using the boundary tags that you inserted in step 2 above) and present the individual clauses in a small overlay screen. The end user can select one or more (or none) of the clauses. If you aren't assembling the document using Document Assembly or a DropDown List, but want to show the Tag Along listing, press Alt-G in the document.
The text you call from a Tag Along list will be inserted where the cursor was last clicked in the document.
At the end of the document assembly process, the user will probably want to delete the Tag Along clauses. (They probably should not remain in the final document sent to a 3rd party.) Deleting the tag along clauses is the last choice in the list.