Pathagoras offers multiple approaches to moving 'boilerplate text' into your completed document. The 'basics' are listed below, but it is important to keep in mind that the 'basics' are not stand-alone entities. Pathagoras' unique plain-text approach allows infinite mixing and matching of the various approaches.
We emphasize that there is no 'right' or 'better' way to document assembly (except not using at least one of them). Peruse the list below. Which ones seem appropriate for your office? Try that one, but keep in mind that if you head in one direction and decide later to go another, the switch is easy. You will have not lost any time if you decide to pursue an alternative or complementary path.
•True paragraph assembly.
oQuickly display a folder's worth of documents, each document being a 'building block' toward a complete document. (The comments toward the bottom of this page offer help on how you can quickly create those building blocks.)
oSelect just the items you want from the display. Press 'Next'. Pathagoras then quickly cobbles your selections into a single document, with formatting and automatic paragraph numbering intact. You will have created the 'perfect' document or package of documents in a matter of seconds.
•True 'template' assembly.
oA template is a 'complete' (actually, an overbuilt) document from which text is retained or pared away based on answers to questions also present in the document.
oEven templates can make calls to insert the text of external documents, combining the power of both template- and paragraph- assembly.
oClause-sets are predefined groups of clauses that make up simple documents. The 'base' document contains a listing (only) of the names of other documents. When the base document is called, Pathagoras calls those documents into the base document.
oFor example, you may had dozens of 'building blocks' saved out as individual documents for 'True Paragraph Assembly' discussed above. However, you can pre-list the clauses of an 'I Love You' will, a simple deed, a simple sales contract, etc., as a 'clause-set' document. Recall the 'set' and Pathagoras will instantly assembly the whole from the list of the pieces. This avoids having to manually select the content of your simple documents each time, while preserving the ability to change the text in a building block only once.
oClause-sets aren't just for simple documents. They can also be used to create complex documents to make sure you don't forget an important clause.
oClause-sets can also be used to create 'document packages'. (See next bullet.)
oSelect a group of documents that you want to create for an entire transaction (e.g., a loan closing package, a pleading package, estate planning package, etc.)
oCheck the 'Create Package' box in the 'Assembly Options' section.
oPathagoras will ask you to designate a client/customer folder into which the package of documents will be saved. Pathagoras will quickly copy the package to the client's folder and then open the newly saved documents for processing and personalizing.
oPackages can be selected free-style or pre-selected using a 'Clause Set.'
oReplace variables in just the current or in all open documents.
oIf you have named your documents using Pathagoras' prefix-suffix style, you can simply list the suffixes down the left margin, followed up with the prefix and '.list'. Press Alt-G and all listed clauses, with prefix attached, will be quickly assemble. (Picture an accountant entering 'suffixes' with adding machine speed.)
•Color Coded Document Assembly
oYou can assign colors to your text, and ask Pathagoras to keep or delete text based on its color. 'Painting' your text is easy using our color palette. A novelty to be sure, but a cool and very effective novelty.
•A DropDown List is an always on, always active list displaying the content of any folder you designate.
•A DropDown List allows quick, two click insertion of text or other elements that are shown in the List.
•Up to 10 DropDown Lists can be simultaneously maintained. Up to 4 'collections' of Lists can be preserved and quickly switched in and out. So that means you can map 40 folders!
•Use to start the assembly of 'new' documents or to augment existing on-screen text.
•DropDowns can point to, and be used to assemble, not just Word documents, but images, rtf files, pdf files and Word Perfect documents.
•Display just parent folder or select option to display sub-folders as well.
Instant, mouseless recall of documents
•Type the name of the desired document. Press Alt-G. THAT'S IT!
oIf the document exists in the Pathagoras 'hunt path', Pathagoras will quickly find it and insert it.
oThe 'hunt path' is pretty extensive, but quickly navigated by Pathagoras. It can cover every likely location for your documents. These are the hunt path targets, in order of search:
▪The folder of the current document.
▪The folder linked to the prefix of the requested clause (if named in the prefix/suffix naming style)
▪Any displayed DropDown List (potentially 10 folders, plus any child folders named 'Hidden')
▪The SuperFolder (a folder --and its sub-folders-- that you designate to house commonly used building blocks)
The search is quick. A split second if in a DropDown List and likely less than 2 seconds even if the clause is in the 'SuperGlossary' (the last place searched).
Excel Assembly (or newest tool)
•Store your clauses in an Excel spreadsheet. Assemble them as if they were documents.
•Typically these are 'low format' clauses (text, but not tables; no bullets or multiple indents). For lawyers, pleading paragraphs and discovery requests are perfect examples. Standard descriptive text and billing explanations are good examples in the medical field.
•Insert any clause from the spreadsheet as if the text were a 'real' Word document.
•A clause in Excel that you call in per the above steps can be (and typically will be text). However, it can just as easily be a <<document call>>. In the latter situation, Pathagoras will detect the <<document call>> and in a subsequent pass, replace the call with the text of the target of the call.
Assembly via <<*Options*. . . >> blocks
•The choices you assign to Options typically are blocks of text within the body of the document. But choices can just as easily be calls to other documents. This is a perfect way of creating 'interviews' that lead to the selection of a pre-assigned 'answer' to a response to a question. (It also allows you to keep a single copy of an important block of text, but making it instantly available to many different documents.)
Assembly via Variables
•Similar to the above 'Options blocks' assembly, the choices of a multiple-choice variable can reference calls to other documents. E.g., [Family:<<NoChildren>>/<<One Child>>/<<2+ Children>>]
Document Disassembly -- creating your building blocks
Pathagoras offers the simplest and most straightforward ways of getting 'boilerplate' into a position where you can quickly access and assemble it.
•Into a 'book'
oKeep in mind that a document assembly 'book' is simply a Word folder which has been assigned to a designated position in a display.
oHighlight text you want to add as a building block. Press <Alt-G> (that triggers the 'save' sequence).
oName the clause on the screen that appears.
oPress 'Next' and the select the 'book' into which the new clause is to be saved from the displayed listing.
oPress 'Next' and the highlighted text is now a 'real' document in the folder to which the 'book' points. It will show up in the document assembly screen next time you call on that book. (Read More)
•Into a 'DropDown List'
oHighlight text you want to add.
oDrop down the DropDown List into which you want to add the text you have highlighted and select 'Add Highlighted Text' near the bottom of the list.
oName the clause on the screen that appears.
oPress 'Next' and you are done. The text is now a 'real' document in the folder to which the DropDown List points (and it also shows up in the List in its correct alphabetical order). (Read More)
oPathagoras is not performing 'magic' when it 'dis-assembles' text in the manner described above. It just seems that way because it is happening really fast.
oPathagoras is simply creating a new document, copying and pasting the selected text into the new document, and then saving that new document into the designated folder. Then Pathagoras 're-reads' the content of the folder before repainting the screens.
oIt is not placing the documents in a strange, hard to find location. It is not moving the clause into a propriety database. Everything is pure Word and pure Windows.
oSo, with that explanation, you can obtain the exact same results by manually highlighting, copying and pasting text from document A into Document B. Save Document B. The next time you display the 'book' or drop down the DropDown List, the new document will appear. (Actually, for DropDown Lists, you will need to 'refresh' the list.)
oSimilarly, if you move (or copy) existing documents from an existing Word/Windows folder to another book' or DropDown List folder, you will see these new documents in the 'book' or DropDown List the next time you display it.