As explained in the previous section, a classic Pathagoras template is not a complete (i.e., "overbuilt") document from which you pare away clauses not needed for the customer or client. A template is essentially a blank document that provides the shape for the clauses that will be poured into it. The templates screen gives you quick access to the various 'shape' providing devices. (We are talking not just about memo forms and letter formats that Word makes available to when you click "New | Document." Rather, they would include your unique templates designed for your major document production projects.
Activate the 'Templates’ screen by clicking Pathagoras Features |Templates and Style Sheets This is what you will see:
The Templates Screen ('Apply' is pre-selected by default)
From the list at the top of the window, choose the template you wish to apply to the currently visible document. The templates screen allows you quick access to
• up to 5 pre-assigned Style Sheets, and
• any of 3 folders of templates.
Select an action you want performed with the selected template. (The default is 'Apply Template to Document' which means that the definitions of all the styles in the selected template or style sheet will be transferred into the current document.)
Useful Information about templates and the template screen:
•If the document name of the template is not descriptive enough for you, you can add a description that provides more information as to its use. Just click the ‘Add/Modify Description’ and then type/modify the description of the template in the ‘Description' block. Press <Save> when done.
•Templates, as used here, provide the shape and style definitions, but not content. The exception is that a template can contain headers and footers (including even and odd page definitions, and 'different first page' setups.)
•Pathagoras allows you to go 'round-robin' with the templates that display in Pathagoras’ Template’s screen. That is, it will apply each template against the current document to see how your text looks inside of the template’s settings.
➢The template ‘round-robin’ is particularly helpful in the following situation: Let us say you draft a letter that you anticipate printing onto your quality letterhead. Later, you decide that you wish to e-mail or fax it. Not a problem. Just apply the email or fax style sheet.
Style-sheets (introduced in Pathagoras 2018) likely will become the preferred method chosen from this screen. We devote a separate section in this Manual to Style Sheets