Pathagoras Help System

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Contents | Index

• Introduction
  • Definitions
  • Pathagoras in 1...2...3 steps
  • Design & Work Flow Concepts
  • Processing vs. Personalizing
  • Moving from basic to advanced
  • Illustration of Libraries -- Books Metaphor
  • File and Folder 'Pointers'
  • Document Assembly vs. Document Management
  • Beyond 'Major' Projects
  • Help Connections
  • Upgrading Pathagoras
  • Printed Version
• 'Short' List of Features
• Pathagoras Exclusives
• The Power of a Word
• Plain Text Discussion
  • Plain Text: Definition and Benefits
  • Plain Text Meaning
  • Discussion on Differences
  • Advantages of Plain Text Document Assembly
• New since Pathagoras 2024
• New in Pathagoras 2024
• New in Pathagoras 2023.5
• New in Pathagoras 2022
• New in Pathagoras 2021.5
• New in Pathagoras 2021
• New in Pathagoras 2020
• Getting Started
  • Download and Install
  • Prepare Folder(s) for Document Assembly
  • Creating a New Library
  • Shelving Your First Book
  • 'Pathagorizing' Your First Form
  • Installation Checklist
  • PLoader
  • Default Document Display
• [Variables]
  • Variables - Definition
  • Creating Simple Variables
  • Naming Variables
  • Length of Variables
  • Multiple Choice Variables
    • Groups and !GroupNames!
    • Titled variables
    • Sharing Groups
    • Variables as Document Calls
  • Assign Default Value
  • *Aliases* (starred variables)
  • 'Dot' Variables
  • 'Create Variables' Wizard
    • Creating New Variables
    • Using Existing Variables
    • Adding New Variables
    • Alternative: +[. . .]
    • Coverting HotDocs® Documents
    • Converting WordPerfect variables
  • The 'Intelligent A'
  • 'And/Or', 'A/K/A' and other slashed terms
  • Reusing Existing Variables
    • Drop Down List
    • Drag and Drop
    • Pathagorizing using the IDB screen
  • Nested Variables
  • 'Emphasis' (bold, ital, etc.)
  • Date, Formula and 'File Name' replacements
  • Assign Comment to Variable
  • Limitations on Variables
  • Dynamic Creation of Variables
  • Changing Variable Names
  • Variables DropDown List
  • Special Variables
  • Special Values
  • Boundary markers
• Instant Database Screen
  • The basics
  • Scan
  • Completing a Variable
  • Replacing Variables with Values
  • Data Records
  • Augmenting an Existing Record
  • Variables, Number of
  • Variables, Special
  • Shrink Record
  • Multiple Choice Selector
  • AutoScan
  • Replace Variables in Multiple Documents
  • Delete if Blank
  • Other IDB Functions, Features and Tools (2)
  • Power Tools
  • More Tools and Settings
  • Still More IDB Settings
  • Other Uses for IDB
  • Advanced Array
  • Screen Shots Depicting Screen Features
• Instant Database Functions
  • Calendar and Date Math Features
  • Global Search and Replace
  • Math and Date Math
  • In-line Math and Date Math
  • Double-Click Tools
  • Arguments
    • Date Arguments
    • Name Arguments
  • Auto-Create Incrementing Variables
  • <<Filename>> Function
  • <<Folder>> Function
  • '=' Equivalency Function (single element)
  • '=' Equivalency Function (*Actors* and their Roles)
  • Concatenation of Variables
  • <S>pell out Function
  • <$>Currency Function
  • <%> Percent Function
  • <F>ormat Function
  • <Fr>action Function
  • <P>aragraph Function
  • <MailTo:> function
  • <URL:> function
  • <.x.> Function Reminders
  • Export IDB Data
  • Random Value Generator
• Instant Database Records
  • Sharing Data: Instant Database Records
  • Sharing Data: External programs
  • Archiving IDB Records
  • Deleting IDB Records
  • Print IDB Data from Multiple Records
  • Changing Variable Names in Existing Records
  • Excel Spreadsheets as Datasource
  • Create new records with external programs
  • Naming IDB Records
• Content Controls (Text, Checkboxes & Lists)
  • Manually Creating
  • Creating from IDB record
  • Scraping for Content Controls and Values
  • Listing Content Controls
  • Navigating
  • Highlighting
  • Content Control Menu
  • Content Control Settings
  • Timing of Entries
  • Arguments
  • Miscellaneous
• <<*Options/Optional*>> Text Blocks
  • 'Optional' Text (w/ 'Prompts')
  • 'Options' Text (w/ 'Prompts')
  • Hover-over Text
  • 'Radio' argument
  • 'and' and 'or' arguments
  • Fill-in the blank . . .
  •  . . .to call documents
  • 'Cumulative' argument
  • 'Connector' argument
  • Incrementing Options
  • Reciprocal Documents
  • Nesting
  • Processing Order, Delaying Processing
  • <<*AskOptions/Optiona*>>
  • Nesting Variables within Options
  • Groups and !GroupNames!
  • Positional Logic
  • "Anatomy"
  • Tables, Rows & <<Options>>
  • Create <<*Options*>> Assistant
  • Simple Options
  • Suppress Processing
  • Separators
    • Separators and Connectors
    • PercentOR and CaretOR Separators
  • Negative Optional (/NEGOPT)
  • Testing & Editing
  • Administrative Text
  • Options 'Hard' Value
  • {Simple Optional} Text Blocks
    • Differences
    • Converting
    • Enabling/Disabling
    • Options (Mixing Simple with Complex)
    • Negative Simple Optional Text
    • Fill-in the blank . . .
  • Options/Optionals in Headers_Footers
• Anatomy of Variable and Optional Text Characters
• <<*Repeat*. . .>> Blocks
  • Simple Repeats
  • Incrementing variables
  • Repeat with !Groups!
  • Anatomy of a Repeat Block
  • Arguments ('and', 'or'; default #)
  • Repeating Tables & Rows
  • Repeating Within Tables
  • 'Return' the Repeat value
  • Repeat Settings
  • Local Settings
  • 'AskRepeat'
  • 'AskRepeat' value for Options
  • Repeat(merge)
  • Repeats Elsewhere
  • Repeat Alternatives
  • Repeat Restrictions
  • Testing Repeat Blocks
  • Repeat Examples
  • Repeat (a 'one page' lesson)
• <<*Prompt*. . .>>
• DropDown Lists
  • Creating 'Free Hand'
  • From Document Assembly
  • From the Clause Selection Screen
  • Adding Content to DropDown Lists
  • Sharing DropDown Lists
  • Deleting a DropDown List
  • Repointing a DropDown List
  • Using a DropDown List
    • Pont and Click
    • <Alt-G> Recall 
    • «NewDoc/Insert» toggle
    • «NewDoc/Insert» Over Ride
    • The third toggle: «DocName»
    • The "Hidden" folder
    • Image Recall
  • DropDown Control Panel
  • DropDown 'Other' Settings
  • Collections
  • Environments
  • DDL Variables List
  • DDL of a List of words
  • DDL *Alias* Lists
  • Community DropDown Lists
  • Debugging the List
  • WordPerfect, PDF and Image Assembly
  • Double Duty
• Document Assembly
  • The Process, Technique 1
  • The Process, Technique 2
  • Libraries & Books: Concepts and Definitions
  • Libraries & Books Screen_2
  • 'Freestyle' Display
  • Clause Selection Screen
    • Files Included in Display
    • Buttons and Functions
      • Add and Remove
      • Show All
      • Select All
      • 'Rearrange' arrows
      • Forms 'Packages'
      • Widen Screen
      • Assemble vs. Insert
      • View/Edit, etc.
      • Smart Notes
      • Names vs. Subjects
      • Linear vs. Stacked
      • Preview
      • Expand (Clause Set)
      • Tree Service
      • Double Click Tools
      • Assembly Options
      • Add 'Hidden' Clause Names to text
    • Master Clause Table
    • Document Assembly Issues
    • Double Duty
  • Document Assembly 'Books'
    • Folder of Documents
    • Glossaries
      • The 'Technical Side' to Glossaries
      • Glossary Terms: Change Scope
    • Glossary vs. Folder of Terms
    • Adding ('Shelving') a Book
      • Quick Set
      • Pointing/Repointing via Settings Screen
      • Subsets
    • Removing ('unshelving') a Book
  • Creating a New Library
  • Deleting a Library
  • Sharing Documents
  • Printouts/Checklists
  • Document Assembly Settings Screen
    • Assigning a Template
    • Assigning an IDB Mask
    • Assigning a Prefix
    • Show All Files in Folder
  • SuperBooks
    • SuperFolder
    • SuperGlossary
    • Adding Terms to a SuperBook
    • Compare to Prefix/Suffix Naming
  • Type and 'G'et (Mouseless Assembly)
  • Templates
    • The Templates Screen
    • Creating a Template
    • 'StartHere' Location
    • Assign Template to Book
    • Assign Template to Document
    • Paragraph Styles
  • Tree Service
  • 'Tag Along' Clauses
  • Post Assembly Processes
  • SharePoint, DropBox, et al
• Document Logic
  • Simple Logic
  • Intermediate Logic
  • Advanced Logic
• Interviews / *Ask Tables*
  • The <<*Ask. . .*>> Commands
  • <<*Ask*>> Elements
  • (Arguments)
    • Requiring an Answer
  • <<*AskOptions*>> additional results
  • <<*AskOptions*>> 'Fill-In' option
  • <<*AskValueInRange*>> Command
  • Hover-over Text
  • <<*If*. . .>> Command
    • Cascading Logic
    • Math within <<*If*...>>
    • Multiple Comparitors
    • Multiple Actions
    • Multiple 'True' or 'False' Results
    • <<*If(arguments)* . . .>>
    • <<*If. . .>> formatting
  • <<*Set*>> Command
    • Set: Math
    • Set: Equal
  • <<*Get*>> Command
  • <<*SetTitle*>> Command
  • <<*Break*>> Command
  • <<*Stop*>> Command
  • <<*Process*>> Command
  • <<*Remarks*. . .>>
  • Logic Lesson
  • Setting Processing Order
  • Creation of Interviews
    • Automatic Creation of <<*Ask*>>  prompts
    • Logic Assistant
  • Document Packages and AskTables
  • Saving Interview Answers
  • Recalling Interview Answers
  • External source of Interview Answers
  • Print Interview
  • 'Case' Logic
  • Hard Values
  • Requirements
  • Interview Examples
    • Simple Interview Examples
    • A Whimsical Example
    • Explict and Implicit !GroupName! settings
    • Explict and Implicit !GroupName! settings (2)
    • A 'Legal' Example
    • Anatomy of an AskTable
  • Displaying a List Position
  • 'Cup of Coffee' Setting
• Interviews/Intake Forms
  • Word-based Intake Forms
    • Simple Two Column Table
    • 'Fancy' Word Intake Forms
      • Creating 'Fancy' Form (Manually)
      • Creating 'Fancy' Form (Automatic)
      • Protecting the Form
      • Transmitting the Form
      • Sample 'Fancy' Forms
  • Excel Intake Forms
    • Simple Forms
    • 'Fancy' Forms
      • From 'Scratch'
      • Naming Cells
        • Naming Individual Cells
        • Naming Multiple Cells
        • Cell Naming Rules
        • Multiple Choice and MultiChoice Variables
        • Modifying an existing form
      • Create Form from a Mask
  • Adobe™ Acrobat™ as Intake Form
  • Instant Database 'Input Form' Masks
    • Creating a Mask
    • Mask Maker
    • Making the Mask More Meaningful
    • Organizing Mask Entries
    • Assign Mask to Book
    • Using a Mask to 'Pathagorize' a document
    • Sharing Masks
    • Password
    • Importing Data Into Mask
  • Scraping the Data
  • Using Logic
• Document Calls
  • Document Packages
  • Order of Search
  • Disabling
  • Interview Documents
  • Other DAB functions
  • Recall Bookmarked Sections
• *Aliases*
  • Creating *Aliases* and Lists
  • Additions: Prepared Lists
  • Fomatted Insertions
  • Other *Alias* List containers
  • Presenting *Alias* Lists
  • *Aliases* and !Groups!
  • *Aliases* and Administrative Text
  • *Alias* Files Location
  • *Alias* Table (Embedded)
  • *Aliases* as DropDown Lists
  • Sharing Your Lists with the World
  • Miscellaneous *Alias* information
  • Document Assembly with *Aliases*
  • 'Sentence' Assembly
  • 'Aliases as Actors' List
  • Cascading Options
  • Cascading Variables
  • Custom *Aliases*
  • Sortable Selections
• The Final 'And'
• Tables and Pathagoras
• External Database Connections
  • Definitions and Concepts
  • Let's get real
  • Getting started . . .
  • . . . with Outlook
  • . . . SQLServer and MySql
  • . . . with Excel
  • Simple Merge of External Data
  • Updating Your Data
  • Create Record via Web-based Intake Form
  • Create Record via External Program
  • Pairing Table
  • 'Fielded' Database Connections
• Mail Merge
• A New Kind of Mail Merge
• Clauses: Adding and Editing
  • .doc vs. .dot
  • Glossary vs. Folder of Terms
  • Via Libraries & Books screen
  • Via DropDown Lists
  • Term Works!
  • Adding Clauses Manually
    • To a folder of clauses
    • To a Glossary
    • The Quickest Glosssary Ever
      • Easy As Pi Glossary
    • Glossary from 'Painted' Document
  • Clause Conversion Tools
    • Glossary to Folder
    • Folder to Glossary
    • WordPerfect to Word Folder
  • Names and Subjects
  • Automatic Paragraph Numbering
    • General Infomation
    • Re-numbering Issues
    • Plain Text APN
  • Shortcuts to files
• Styles
  • More on Styles
  • Attaching Templates
• Style Sheets
• Document 'Dis'-assembly
  • Manually
  • Semi-Manually
  • Using DropDown List
  • Using Libraries & Books Screen
  • Bulk Document Dis-assembly
  • Last Paragraph Issues
  • Automatic Paragraph Numbering
• Term Works!
  • Screen Tour
  • Selecting/Refining Scope
  • Add Clause to Existing Book
  • Creating New Book
  • Prefix/Suffix Naming
  • Bulk Add connections.
  • Show Text
  • Add text Where?
  • Setting Term Works! Defaults
  • Hints and Tips for Document Disassembly
• GotForms?
  • Standard Screen
  • Minimized Screen
  • Show Context
  • Underlines as Variables
  • GotForms?: When To Use?
• Clause Sets
  • Creating Sets from Clause Selection Screen
  • Create Set from DropDown List
  • Creating Clause Sets Manually
  • Editing Clause Sets
  • Document Assembly with Clause Sets
  • Expanding Clause Sets
  • Notes, Hints and Tricks
• 'Definitions' Tool
• Prefix/Suffix Naming Convention
  • What Is It?
  • Why use it?
  • Printing a checklist of names and subjects.
  • Prefix Table
  • Prefix 'Parsing'
  • What if I change my mind?
  • Prefix <Alt-G>
  • Margin Assembly
• Naming with Sorting Numbers
• Quick Picks
• Structure/Integrity Checker
• Debugging Variables & Options Text
• QuickLinks
  • QuickLink - Open Folder
  • QuickLink - Save to folder
• Miscellaneous Editing Tools
  • Balancing Markers
  • Paint Markers
  • Accessing Source Clauses
  • Search & Replace
    • Search and Replace Form
    • Search and Replace via IDB
    • Editing after Personalizing
  • Editing Tips
  • Viewing formatting Marks
  • Wizards and Assistants
• Document Management
  • Definitions
  • PathSmart Screen
    • SmartPath
    • SuperSmartPaths
    • Navigating the SmartPaths
    • Range and Filter Controls
    • Print Out SmartPaths
  • SaveSmart
    • Saving a Document
    • Moving a Document
    • SaveAs/MoveAs
    • Deleting a Document
    • The More>> controls
    • Automatic Document Naming
    • Save to PowerPoint
    • Save as Source Clauses
  • Creating a New Profile
  • Deleting a Profile
  • Adding a SmartPath
    • Quick Set
    • Via Settings Screen
    • Removing a SmartPath
  • Settings
  • Mouseless Navigation
• Microsoft™ Quick Parts
  • Quick Parts Discussion
  • Quick Parts Add by Table
  • Quick Parts Add by Bookmark
  • Quick Parts: Print Outs
  • Quick Parts: Editing/Replacing
  • Quick Parts: Deleting
  • Quick Parts: Content Controls
  • Quick Parts: Sharing with others
  • Quick Parts: Content Sources
  • Cool Tools
  • Quick Parts: Outlook
• Network Operations
  • Mirroring
  • Instant Database Issues
  • Synchronizing Books
  • Upgrading Pathagoras via Network
  • Parent Paths 
  • Sharing
    • The Common Profiles Path
    • Enabling the Network
    • Sharing Files
• Settings
  • Utilities & Settings
    • Current Settings
    • Settings & Views
    • Upgrades
    • System Tools
  • End User Settings
  • All Settings and Options
    • Document Assembly
    • Options/Optional Settings
    • File Locations
    • Miscellaneous Settings
  • Sharing Registry Settings
  • Registry Settings
• HotKeys
  • Alt-G
  • Alt-D
  • Alt-P
  • Alt-S
  • Alt-O
  • Alt-V
  • Changing a Hotkey Assignment
• Search Function
• Navigating with Pathagoras
  • Locate a document in a Book
  • Locate a clause in a Glossary
  • Locate a clause in a DropDown List
  • Text boxes displaying folders
  • QuickLinks
  • SmartPaths
• Compatibility
  • Worldox®
  • WordPerfect®
  • HotDocs®
  • NetDocuments®
  • FirmCentral®
• Excel Connections
  • Excel Data and the Instant Database
  • Excel and IDB Assembly
  • Excel Data and DropDown Lists
  • Excel Text Assembly (libraries and books)
  • Importing Excel Tables
  • Importing Excel Data (static name)
  • <<*Get*>> !Group! values from spreadsheet
  • Excel and Prefixes
  • Excel 'Complete'
    • Excel Complete Files
• Comparative Approaches
  • Clauses vs. Templates
  • Naming Your Clauses
    • Prefix/suffix style vs. descriptive names
    • Manual vs. Auto Naming of final documents
  • Naming Your Variables
    • Bracketed vs. Non-bracketed variables
  • Multiple choice variables vs. Multichoice *Lists*
  • <<*Options*>> vs. Multiple choice variables
  • <<*Options*>> vs. Clause Selection Screen
  • <<*Optional*>> vs. Selecting Clauses
  • Moving Text from Source to Final Product
    • Clause Selection Screen vs. DropDown lists
    • Clause Selection Screen vs. Clause Sets
    • Mouseless vs. everything else
  • Personalizing Your Documents
    • GotForms? vs. Instant Database
    • Instant Database Mask vs. InstantDatabase Scan
  • Storing Your Source Documents & Clauses
    • Folders vs. Glossaries
    • Documents vs. Templates
      • Mouseless vs. Everything Else 2
      • Using PathSmart Screen vs. Word 2
      • Direct Add vs. Duplicate 2
      • 'Highlight & Add' vs. Direct Add 2
      • Bulk Add vs. Instant Book 2
      • SuperBooks vs. other locations 2
    • SuperBooks vs. other locations
    • Local vs. Network Storage
  • Adding Text to Source Books
    • Bulk Add vs. Instant Book
    • 'Highlight & Add' vs. Direct Add
    • Direct Add vs. Duplicate
  • Navigating
    • Using PathSmart Screen vs. Word
    • Mouseless vs. Everything Else
  • Word Equivalents
• Adobe™ Acrobat™ Interactivity
  • Pathagorizing a PDF
  • Replacing Acrobat [variables]
  • Scanning for Acrobat [Variables]
  • Scraping Data from Acrobat Fields
  • Adobe PDF 'Assembly'
  • Pairing Tables
  • Adobe from the Instant Database Screen
• Let Me Count the Ways
  • How Do I Pathagorize Thee . . . Let me count the ways_2
  • How Do I Assemble Thee . . . Let me count the ways
  • How Do I Navigate With Thee
  • How Do I (Document) Manange Thee
  • How do I Format Dates with Thee?
    • How Do I Excel with Thee?
• Miscellaneous Matters
  • Four-element toolbar
  • Two-element Toolbar
  • 'Process' (Options/Optional) text vs. variables
  • Bookmarks and Fields
  • Pointers (in general)
  • Repointing after moving files
  • Navigation via Textboxes
  • Other Navigation Tricks
  • Default Settings
  • Shortcuts (to Word Documents)
  • Administrative File Locations
  • System Security
  • Document Security
  • Cross-References
  • Compare to HotDocs® and others
  • Compare to Quick Parts
  • Compare to Quick Parts/AutoCorrect/AutoText
  • Comments
  • Backup/Restore
    • Backup
    • Restore
  • Dynamic Signature Blocks
• PathagoCode: Our Programming Language
• Sharing
• Samples
  • 'Samples' DropDown List
  • Alternative Approaches
  • Cumulative Options and Nested Variables
  • Options and Document Calls
  • Options and Fill in the Blank
  • Tables and Repeats
  • Tables and Options
  • Pronouns
  • "Family" (e.g., for Wills)
  • Our Client is Who?
• DON'T FORGET (TIPS)
• More Tips and Tricks
  • Speed
  • Quck Access Toolbar
  • Text Expander <Alt-G>
  • Other Alt-G Calls
  • Find and Replace Variables (Whole Folder)
  • Baby Steps
  • Captions and Signatures
  • Capturing Data Independently of Document
  • Text Sources
  • Call Document from Variable
  • Best Practices
• Step-by-Step Tutorials
• The Technical Side to Pathagoras
• Troubleshooting & FAQs
  • What's Happening?
  • Document Size Limits
  • Installation Questions
  • Pathagoras 'Disappeared'
  • File Location Questions
  • Operational and Display Issues
  • My document just sits there.
  • Upgrade Questions
  • General Questions
  • What version of Pathagoras am I using?
• Trial Version
• Upgrading
  • Upgrading Pathagoras
  • New computer
  • Upgrading Checklist
  • Adding new users to my network
  • Annual Support Agreement
  • Serial Number
• Support
  • Customer Service
  • Non-technical Support
• Help System Improvement Project
• Uninstalling Pathagoras
• One Page Quick Start Guide
• Editing

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