A 'shortcut' is a Microsoft/Word tool that provides a link to a file located elsewhere on your computer, on your network or in the cloud. The icon used to represent a shortcut is the 'standard' icon for that type of file, but with a small curved arrow superimposed in the lower left corner.
Microsoft and Word make it easy to create and paste shortcuts anywhere you may want or need them. Many of the icons on your desktop that trigger your programs and apps are simply shortcuts to the 'exe' files, not the actual program itself. Shortcuts can point to any type of file, including (for Pathagoras' purposes) documents.
1. Navigate to the folder that contains the files for which you want to create shortcuts.
2. Select the desired files. Right click and click the Copy option from the right-click menu.
3. Navigate to the target folder. Right click and select the 'Paste Shortcut' element from the right-click menu. You will see the shortcut appear in the list of files.
4. You must tell Pathagoras to add shortcuts to the list of documents. (A shortcut has an '.lnk' extension, and therefore is not the type of file that would otherwise be listed.) Do so by clicking Pathagoras Features | Settings at a Glance | Document Assembly. Check the 'Include Shortcuts' box.
5. The name that results from inserting a shortcut into a folder includes the name of the orginal document PLUS the tag-on "--Shortcut' to make double sure you know its a shortcut. E.g., "MyDocument.doc - Shortcut". You can, if you so desire, rename the file to anything you want. It's the .lnk extension that sets the shortcut apart, not its name. So, you could rename the file to simply "MyDocument" (or something totally different -- so long as the name conveys the content of the target and ends with '.lnk').
6. Pathagoras will mark a shortcut in the Clause Selection screen by pre-pending a '+' to the document name. But the term will appear properly alpha-numerically sorted in the listing (excluding the '+').
Let's say that you have boilerplate text that you use in many settings. You want that text in each of your books so that when you open the Clause Selection Screen that document is available for selection.
But if some language in that boilerplate changes (address, statutory references, etc.), you would have to open each book in which the clause is used and make the changes one by one.
Using shortcuts (instead of the actual or original document), you just need to change one file.
Caveat: If you change the location of the 'master' file, neither Microsoft nor Pathagoras will know you have done so. You will have to create a new shortcut to the master in its new location and copy/paste the new shortcut into the various folders in which the shortcut is used.