Note: The information on this and other screens in this
'Features' section describe the various features available within the
Pathagoras Document Assembly and Document Management System.
The actual steps needed to implement the various features can be found in the highly illustrated, fully indexed, interactive Online Help System which can be accessed from the Online Help link at the left of every screen.
Pathagoras provides true document assembly and document automation without the necessity of programming, hidden fields, SmartTags, etc.
an attorney might have an 'Estate Planning' library containing
books titled 'Wills,' 'Trusts.', 'Powers of Attorney', etc. That
same attorney, or a commercial real estate broker,
might have a separate 'Real Estate' library with books titles
'Deeds', 'Contracts,' 'Leases,' 'Amendments and
You can create and maintain an unlimited number of libraries. Up to 10 books can be placed on each library's shelves.
Pathagoras then displays those
clause onto a selection screen.
Choose one, some or all of the clauses to create a new
document or insert the selected clause into the current document.
"SuperBooks": Pathagoras offers two additional 'cool tools' to make document assembly incredibly easy. They are called 'SuperBooks.'
A 'SuperFolder.' This is an ordinary Word document folder which has been designated as the SuperFolder in the Utilities/Settings screen of the program.
A 'SuperGlossary.' This is a standard Pathagoras glossary which has been designated as the SuperGlossary in the Utilities/Settings screen of the program.
Both of these 'SuperBooks' are created and operate in a fashion identical to their counterparts described in the "Libraries and Books" discussion above. However, they operate independently of any library. Whenever you search for a clause mouselessly using an <Alt-G> call, Pathagoras will automatically look in the SuperBooks to see if the clause exists there.
Image assembly: Pathagoras can automate the assembly any type of file that can be manually inserted into a Word document. This includes the assembly of image files of any type. A Pathagoras 'book' can be a folder of images, and the list of image files can be displayed into a Clause Selection screen.
PDF assembly: Ditto the preceding paragraph.
WordPerfect® assembly: Ditto the preceding paragraph.
Note: You should view Pathagoras as a document assembly engine. It provides the tools and the means for you to create anything from a simple to a highly complex document assembly system, but it uses your, not canned, text. Because the clauses are yours, Pathagoras is ideal for all settings and disciplines: law offices, project managers, contract writers, bid specialists and any other office or setting where documents using extensive standard and boilerplate text are created. See Representative Customers.
In most cases, once a draft of a document has been created, must to be personalized to meet the needs of the particular client or customer for whom it was created. That is the role of the Instant Database module.
DropDown Lists are always on, always visible lists of clauses,
documents or forms in a designated folder or glossary. There is really
nothing quite like a DropDown List to quickly access your frequently
used documents and clauses.
DropDown Lists are always on, always visible lists of clauses, documents or forms in a designated folder or glossary. There is really nothing quite like a DropDown List to quickly access your frequently used documents and clauses.
Summary: If you typically build your final documents from complete documents or templates, DropDown Lists will save you countless steps compared to other systems, and even compared to Pathagoras' own document assembly systems.
There are many more features within the Pathagoras suite that
are not discussed in previous sections. Here is a short list of some
not yet mentioned.
SmartNotes. You can attach a 'usage' note to every clause to let a user know how and when a particular clause should be used within a document.
Conversion tools. Easily convert folders of clauses to glossaries, and vice versa. This makes it easy to 'test' which kind of book works best in your particular office environment.
Networking tools. If you purchase 3 or more licenses, you can activate Pathagoras networking tool, which include library and profile sharing features, messaging and other features. See the Help System for the full list.
*Star variables* Pathagoras allows you to maintain very long lists of multiple choice variables within what we call *star variables*. These are easy to create lists which might represent the 50 United States or all of the countries on Earth. You reference them within a source document simply as (for example) "[*states*]". When the IDB module is activated, you are presented a list of all 50 states from which to choose.
"Tree Service." Available in several of the Pathagoras modules, the optional 'Tree Service' tells Pathagoras to display not only the documents within the target folder, but the sub-folders beneath it. This allows you instant access to hundreds, perhaps thousands, of documents without ever having to return to the Windows Explorer (the 'file opening screen').
Clause-sets. When assembling documents of let's say 12 sections, 10 of which are almost always the same, and only 2 might vary, it gets frustrating to repetitively select the same base paragraphs time after time. But on the other hand, you don't want to use a complete document as source text. Why? Because if a clause in a 'complete' document needs to change, and that same clause appears in 20 other 'complete documents,' you must open all 20 to effect the change. Clause-sets is the solution. A clause set is in the nature of a complete document, but it is 'composed' of references to text, not the actual text. When document assembly is requested, Pathagoras assembles the referenced clauses. That way, if the substance of a particular clause changes, only the source clause need be changed. And the next time a clause set which contains a reference to the source is called, the freshest text will be inserted.
Synchronize: Pathagoras allows you to store your source documents anywhere. On your 'C:\ drive, on any network drive, across the world on your wide area network, on an 'ftp://' server. And you can assemble with a direct connection to those files. But sometimes your connection to the file server is not available. A broken connection, no landline or wireless access. Or sometimes the connection is there, but the speed is lacking. Pathagoras allows you to synchronize you local computer (whether desktop or laptop) to the file server in the morning to make sure that you have the latest versions, and then you are no longer dependent upon the remote connection.
Backup and Restore: Save settings from one computer and store them in case of a crash, or transfer them to another computer.
PC with Microsoft® Word installed. Pathagoras is an add-in to, and runs in tandem with, Word.
Works with Microsoft® Word versions 2007, 2010, 2013 and 365 (32 and 64 bit)*.
Operating Systems: Windows XP, Vista®, 7. 8 and 8.1 (32 and 64 bit)
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