As your system matures, you may decide to move your source documents. Perhaps you have moved them to more logical locations, or have refined the scope of the content of the folders. Perhaps everything is relatively intact, but you may have moved your files and folders to a server or to the cloud for everyone in the office to use. (See more regarding moving files and reorganizing your systems at this link.)

   If you have initially pointed one of your books to location 'A' but they are now in location 'B', you will need to repoint the Book to comport with the new file locations. (Remember, a 'book' is merely a pointer to a folder. So, all you are doing with 'repointing' is telling Pathagoras the new location of the folder.)

   First, identify the Book:

1. Click the Document Assembly button (Figure 1) and display the Library that contains the Book you want to move.

Figure 1. The Pathagoras Toolbar

2. Two methods to start repointing:

 a. Ctrl-click on the Book you want to repoint. Alternatively Right-click on the bookshelf and select 'Repoint Book.'

 

 b. Alternatively, right-click on the bookshelf and select 'Repoint book' from the list that next appears.

3. A menu will appear from which you can choose the 'type' of Book to place on the shelf. Examine the choices. For this example, select "DOCUMENTS in a FOLDER." (This will be choice #1 or #2.)

Choose the content of the Book to place on the empty shelf

 

4.  Follow the remaining prompts and navigate to the folder (any folder) that you wish to be a source for document assembly clauses. If you are just getting started, just select a folder that contains documents that you frequently use.

5.  When you have navigated to the desired folder, select one document in the folder.

6.  Press the "OK" button in the window to lock in the folder choice. The remaining prompts allow you to assign a nickname to the folder, and to make certain other 'administrative' decisions. When done, close any residual overlay screens and return to a blank page.

 

Alternative.

The below is an alternative approach to repointing a Book. It takes more steps, and is not the 'preferred' method, but it does let you explore the Document Assembly Settings screen, in case that interests you.

1.  Click the Document Assembly button and display the library that contains the Book you want to move.

2. Display the Document Assembly Settings screen (Two methods are described in the link.)

2. Click the bookshelf on which you want the new Book to appear (or the one you wish to repoint). As you select a shelf, two new buttons will appear toward the bottom of the screen. One says 'Browse' and the other says 'AutoSet'. Click <Browse>.

3.  Pathagoras displays a menu from which you can choose the 'type' of Book to place on the shelf. Examine the choices. For this example, select "DOCUMENTS in a FOLDER." (This will be choice #1 or #2.)

Choose the content of the Book to place on the empty shelf

 

4.  Follow the remaining prompts and navigate to the folder (any folder) that you wish to be a source for document assembly clauses. If you are just getting started, just select a folder that contains documents that you frequently use.

5.  When you have navigated to the desired folder, select one document in the folder.

6.  Press the "OK" button in the window to lock in the folder choice. The remaining prompts allow you to assign a nickname to the folder, and to make certain other 'administrative' decisions. When done, close any residual overlay screens and return to a blank page.