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?…
Two choices: 1. Type a series of underscores in the right (replacement values) column of the Instant Database screen so that the variable is not blank. Or 2. If you want to predesignate the length of the underscores, create a variable that looks like this:…
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…
After a short while, you will have stored quite a bit of data in your Instant Database. The data can, of course, be used to fill out future forms and letters with matching variables, but perhaps you want to do more. Pathagoras allows you more: Historical…
You can. Just check the first box just above the Next button on the Instant Database screen. When you scan, Pathagoras will scan all open documents for variables and return what it finds onto the Instant Database screen. If the box is (still) checked when…
Yes. Use the 'Multiple Choice Selector' button that appears when you click inside the choices listing on the right side of the Instant Database screen. Choose the elements desired from the expanded screen. Then click the 'Transfer' button. Read more from…
Q. Is there a way to have the program overlook bracketed phrases that I do not want to replace with a value. E.g., I want the following bracketed text 'Reserved'to remain in my document after I personalize it via the Instant Database: 2.1 Text text text 2.1…
Yes. A bit more explanation. When a user clicks on 'Existing Records' in the upper left side of the Instant Database screen, only those variables that were 'seen' in previous sessions will be included in the list. But the new document may have additional…
It can. Pathagoras can make connections to Excel, SqlServer, MySQL, Access, .csv and .tsv files. So, Pathagoras has the capacity to link to the data stored in most modern database systems. Some connections (Outlook, Excel, and any .csv or .tsv file) can be…
There are many ways to insert variables into you documents, and to edit them once they are there. Here are a few techniques. These techniques are cumulative, not mutually exclusive. Mix and match as best meets your needs and comfort level. 1. Just type them…
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