New to Pathagoras 2021.5 (additions/Improvements since initial release of 2021 on January 14, 2021):

Full Quick Parts/Auto Text control. Easily add Quick Parts to any gallery. Add single elements;  add a document full of Quick Parts (individual items require bookmarks to identify each); a a table full of Quick Parts. Edit, Delete, Reassign as easily as editing a document (because your editing is within documents).  Even add, edit, delete, etc., Quick Parts/AutoText for Outlook with the same ease.

Perhaps the most important aspect of this tool is that it gives you the ability to edit your Quick Parts in bulk. No more one-at-at-time additions, on-at-a-time edits and one-at-a-time deletions. If you like Quick Parts (or if you begin to like them after using this tool), the time savings,both in Quick Part editing specifically, but in document assembly in general is immeasurable.

Content Controls for Quick Parts.  Tagging along with the new features above,once you have a good set of Quick Parts (organized anyway you want), assign them to a Content Control and have an instant multiple-choice list. Incredibly useful for your collection of addresses and other personal information, but really there is no limit to how these Content Controls can be used.

Recall bookmarked text: This is big!! Let's say you have a document that contains bookmarked text. Pathagoras now can recall either the entire document or the just a specific piece of bookmarked text within that document. Check out the link for examples of how early testers of this feature use it. This may become one of the most ‘productive’ tools I have programmed in a long time.

Assign result from AskOptions choices to designated !groupnames!. Use its 'selected'/'not-selected' stati/us as an additional comparator in your "<<*Optional*!groupname!* . . . . >> blocks. (This is an advanced function, and not reduceable to just a short explanation here. But it is a powerful and useful tool for those creating interviews. See this page for more. Check out in particular the examples at the bottom of the article.

Incrementing variables in headers and footers: Pathagoras' Repeat function automatically incremented variables for each copy of the repeated text . . . except it didn't increment variables in headers and footers. It does now. Thanks, Carl, for discovering this.

The 'cumulative,terminal' argument. When the final element of an <<*Options(cumulative)* . . .  list must always be included, use the (cumulative,terminal) argument.

The 'None' option in a Cumulative List (as in 'How many children? 'None/One/Two' etc.). You can now use 'None' as a choice, and Pathagoras now knows how to handle the 'count'..

<<*GetFrom*>> command and <<*Get*>> enhancements:

<<*Get*!gn1,gn2,gn3!>>, released in v. 2020.5, tells Pathagoras to read !grouipname! data saved in an Excel spreadsheet and to apply it against the corresponding !groupnames! in the document being processed. The default spreadsheet for the 'Get' operation is a single, static, recycled, flat record that contains those values. The target spreadsheet is pre-set in the Excel tab of the All Settings screen.

You can now, however, intercept the default spreadsheet with the <<*GetFrom*>> command. That command allows you to pre-assign a different spreadsheet from which to retrieve values. E.g.:

 <<*GetFrom*c:\office records\data files\jones, brad.xlsx>>

Further, if you want to select the spreadsheet on the fly, just use <<*GetFrom*navigate>> or simply <<*GetFrom*>>

With the GetFrom command must be used immediately before the <<*Get* . . . .>> command (i.e., on the immediately preceding line. The 'cool' extension of this feature is that you can poll mulitple spreadsheets for different values. Just stack the commands and Pathagoras will obey as directed.

Styles Issues: In a perfect world, documents that you have created and documents you intend to create are all based in/on the same set of styles. That way, paragraphs all line up and are spaced identically, and all use the same fonts where expected. But alas, when clauses come from different sources and are manually 'forced' into compliance (layer upon layers of fonts, emphasis and numbering schema, the result can be a mess as you try to use those clauses elsewhere in an assembly routine. It's time to get serious with using styles and Pathagoras can help you more than even.Two routines that address the sometimes confusing styles issues.  

oConforming styles:The first routine allows you to display a document that has the styles you want and then tell Pathagoras to apply the same style sheet to all document in the same folder. You still have some work to do after that is over to insure that 'forced' characteristics have been removed and that the documents truly look alike.

oConforming APN (automatic paragraph numbering. Unfortunately, even applying the same style sheet to disparate documents will not cure APN issues. APN paragraphs that derive from different sources do not automatically blend when assembled into the same document  That is why you see two paragraphs numbered '1' until you right click the 'continue previous numbering' command. This new Pathagoras routine handles the problem by assuring that the numbering scheme from a 'first document' is applied to the other documents in the folder so that the schema in fact derives from the same source. (It's a fairly complex process, but we have done it.)

Void an IDB of all 'blank' variables. When you create an external intake form, there is a good chance that not all your fields will be needed. (If you form has room for 10 children, but your client only has 2, or none, there are a lot of fields that will be imported that are blank and just taking up 'space' in the IDB record. Now you can reduce the size of the IDB to just the variables with values.)

Add underscores to variables:Sometimes, because of naming requirements of external databases, you are forced to create fields which will marry up with your Pathagoras variables. E.g., the external database requires a single work such as Husband_First_Name (note underscores), but the variables in your documents are in this style: [Husband First Name] (no underscores). We have written a routine (found under PowerTools in the iDB screen) that can to convert all spaces in your document variables to the external data style so they are totally compatible.)

<Alt-S> 'S'ave routine perfected. Type the name of any QuickLink and the press <Alt-S>. You will be given the opportunity to save your current document into the QuickLink folder with zero navigation. (This acts in the manner of a Save-As, so you can navigate to any location, with your starting point being the QuickLink folder.)

Improved Excel assembly: Since version 2019, you have been able to create a DropDown List reflecting clauses in an Excel spreadsheet. Each cell in a designated column represents a clause containing any content. We have expanded the assembly aspects. Now you can assign the spreadsheet to a Document Assembly book and create documents of any size and content, as if the cells were actually individual documents. Read more here. This is a remarkably efficient document assembly tool when the content is not heavily formatted.

Improved Numbering in Excel Assembly: As you probably know, there is no Excel automatic numbering system. So if you want to number paragraphs that you bring in from your Excel content (perhaps numbered Complaint clauses, or numbered Interrogatories), you can easily communicate that with a '#.'  Just type "#." at the beginning of the clause. We stepped that up with this 2021 release,. You can now have a more complex numbering schemes such as 'Interrogatory 1', 'Interrogatory 2', etc. Just type the prefatory language plus the  '#.'  E.g., 'Interrogatory #.:'  Pathagoras will capture and apply the leading text before the '#.'. The resulting numbering is just as you want.

<<*Stop*>> command added to allow user to bring document processing controlled via an Interview (Ask Table) to a complete halt at a specified location. Useful for testing and for creating 'mini-documents' from a parent.

Repositioned Drag & Drop checkbox: A small change, but it might have a big impact. The 'allow Drag & Drop' check box has been added to face of IDB screen. This will make it easier to implement the 'Equivalency' function -- that's the one where you can set, let's say, the value of [Plaintiff Name] or [Defendant Name] 'equal to' the value of [Client Name] by dragging '[Client Name] into the appropriate field.

Close all Open Documents tool: You can now click a single button and all open documents that you know don't need to be saved are closed. No stopping to ask 'Do you want to close.' Just 'bam', closed. (If you  open documents that you want to save first, do that. This is not a ‘document assembly’ tool per se, but it sure is neat, especially when you do a lot of testing of your documents, creating a lot of small documents along the way. (It’s an even cooler tool when you elevate it to the QAT.)

Insert image via <Alt-G> call: If you have assigned a folder of images to a DropDown List, and if the target folder contains the word 'Picture',' Photos' or 'Images' (e.g., 'c:\my birthday party pictures\' or 'O:\Personal Injury Matters\Exhibits and Images\Broken Bones\'),you can recall any image in the DDL into your editing screen simply by typing the 'core' name of the file and pressing <Alt-G>. (If you have multiple images with the same name but different extensions, Pathagoras will return the first one it finds in the following extension order: .jpeg, .jpg, .gif, .bmp, .tif)