Pathagoras offers several ways of handling document sets. There is not a 'best way' for every office, so consider each alternative and then decide which one works best for you. If the documents all have the same styles and layouts, it is easy to assemble…
Q. I am drafting a Will and Trust package. The [Client Name] is also the [Testator] and is also the [Trustor]. [Child@1] is the [Personal Representative], a [Beneficiary], the [Health Care Surrogate]. Do I really have to type the same name in at each location?…
You should always test your documents before releasing them to the end users in your office. Here are some testing hints and tips. Rule #1: As you are testing your documents, if you run across issues that you did not expect, copy the part of the document…
Nope. You can type in any value you want. Plus, if you want a 'blank' for the answer, there is always a blank line at the bottom of each multiple choice list. Speaking of 'blanks,' if a multiple choice variable demands a 'blank' answer, you can create one…
Yes. Pathagoras lets you provide a value for a given date variable, and can easily calculate another date based on that value. 1. Method one is semi-manual. Pathagoras does the math, but you have to press the buttons. Let's assume you have two date variables…
It can! There are several tools which can help as you are Pathagorizing your documents. These tools can make sure that your variable and optional text markers are 'in balance' and that all appropriate 'signals' are in place. Some of the tools are automatic…
If you use 'building blocks' to create your documents, the question will eventually arise: "Do I have to select every clause every time? Surely there must be an easy way to build my standard Wills, Agreements, pleadings, etc." And the answer is "There is!…
A DropDown List provides you 2-click access to any document, spreadsheet, image, etc. shown in the list. But the insertion of elements from the List is 'one at a time.' The Clause Selection Screen (the 'classic' screen through which document assembly is conducted)…
MultiChoice *List* variables are those multichoice variables that you reference via an *alias* within variable brackets and asterisks. Think of the variable [*States*], where the alias 'States' represents a selectable listing of all 50 United States of America.…
Pathagoras lets you create and publish highly personalized intake forms. The delivery method for these forms vary greatly (fill-in at your office email to client and ask for return, or direct your client or customer to URL where he or she can access the form…
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