Pathagoras originally contemplated that the primary use of Content Controls was for 'intake forms.' We assumed that you would send the form to the client/patient/customer or other third party for them to complete and return to you. You would 'scrape' the returned form and . . . instant Instant Databae record, with all the hard work done by another, with the now saved data is available to complete all future documents for that client/patient/customer.
See the immediately preceding page of this Manual for guidance on creating Intake Forms.) See the other pages in this section for the newly (since Pathagoras version 2024) expanded use of Content Controls
To scrape a form for data contained within a document's Content Controls,
(a) press Alt-D;
(b) click the 'More Tools' button
(c) click the 'Import' Button.
From the list that is presented, select 'Fancy Word Form'. Pathagoras will quickly scan the form, identifying the various Content Controls, assigning usable variable names (i.e., assigning brackets) and pairing the [variable] with the value of the content Control. When scraping is done, simply save the record under any desired name. (Here, use the 'Save' button in the 'Existing Records' section, not the 'Next' button.)
See this page for examples. A sample intake form using Content Controls is provided in the Samples Glossary. Type 'Intake<Alt-G>' to 'g'et one.