Pathagoras in 1...2...3 steps

   Because of Pathagoras plain text underpinnings, creating and using automated documents really is as simple as One . . . Two . . . Three.

1. Mark up a document by creating variables with simple square brackets. [Client Name] is a variable. So is [Customer Address]. Multiple choice variables are denoted simply by putting slashes between the choices. [chocolate/vanilla/Rocky Road], [he/she/it], [Joanne Doe/Robert Richards/Alex Attorney] are some examples.

   Create optional (conditional text) using curly braces. {This is optional text. When encountered by Pathagoras at assembly time, the text will be automatically highlighted you will be asked whether you want to keep or discard the text.}

   Save your Pathagorized document it into your library of forms.

2. When you want to prepare your saved document for your client, call up that document to the editing screen using one of the several assembly tools that Pathagoras provides. DropDown Lists are the easiest, but if you want to build a document from building blocks, the Clause Selection screen is the better approach.

3. After the document is brought to the screen, Pathagoras automatically 'processes' the {Optional text} blocks first. That way, if you have variables such as [Child 1], [Child 2] etc. in a document being prepared for one who has no children, those variables won't appear in variables list -- they will have been deleted when you answer the "Do you want to keep this text?" question.

   So, with the processed 'rough draft' on your editing screen, press <Alt-D>. This displays the Instant Database screen. Click the Scan button and the plain text variables created in step 1.  above will be displayed in the left column. You simply provide personal values at the right. Click the Next button to replace variables with your clients’ personal information throughout the document.

    That's it! Pathagoras quickly replaces the variables throughout the document, ensuring consistency and saving hours of work! The values used for this document can be used in all other documents you create for the client.

    Other features let you move from existing forms to automated forms quickly, easily and intuitively.

•If an existing form you wish to Pathagorize contains many of the same names (e.g., 'John Doe' appears in the title or caption of the document, in the body of the document and in the signature block):

➢highlight the first instance of one of those names

➢press Alt-V to activate the Create Variables wizard. Click 'Create Variables.'

➢provide a variable name (e.g., 'Client Name') to replace the existing name.

➢press ‘Next’. All instances of that name are replaced with the new variable. (Even the upper and lower-case attributes of the original text are preserved.)

•If you want a choice made in one section to carry forward to another:

➢augment the variable or optional text block with a 'group name'.

➢just inside the opening boundary mark, type an ! (exclamation mark), a group name (from 1 to 30 characters), and another !. E.g.:

  On this day came [Client Name], [!sex!Testator/Testatrix] and declared that this is [!sex!his/her] Last Will and that [!sex!he/she] signed it as [!sex!his/her] free and voluntary act.

➢All members of the same group will change in tandem. A group name is noted by a word or short phrase surrounded by exclamation marks.

•You can insert building blocks of text in two clicks from a DropDown List

•You can insert building blocks of text mouselessly by just typing the name of the document and pressing Alt-G).

•You can easily disassemble entire documents into those building blocks. Just highlight the text you want broken out and press Alt-G. Select the target folder and provide a name. That's it.

   Hundreds of other features permeate this feature rich program. They are discussed at length in this Manual. (You can view a bullet pointed listing of the major program features -- over 200 of them -- at this link.

    At Pathagoras, we back everything up with extensive support seven days a week.  And when you contact us, instead of getting an automated service, you’re connected with a developer—who’s there to answer any question you may have.

   Pathagoras is available by outright purchase (you own the license forever; no annual renewals required) or by subscription.