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Views: 5715 Created: 08/02/2013 06:57 am Last Updated: 08/02/2013 08:10 am 0 Rating/ Voters

Feature Discussion
 Insert text with 2 clicks using DropDown Lists DropDown Lists display the content of selected folders 24/7 (or for as long as you are in Word. Click on an item in the list and the text is instant inserted into your document. No more navigation. It truly is a 'magical' as it sounds. Many customers have purchased the program for this feature alone.
 Insert text simply by typing the name.

Yes, this is like auto correct, but with auto-correct, you have to move text into the auto-correct library. Here, you do nothing of the kind. Plus, much of the formatting is lost when you more to auto-correct. It's similar to 'Microsoft's new 'building blocks', but again, you have to more text into the building blocks' library. With Pathagoras, no documents are moved. You are always inserting text from the original source, and when you edit text in the original, a new call on the clause gets you the latest version.

Just type the name of the clause (.doc or .docx not required) press Alt-G and Pathagoras will find it if it is in the 'hunt path.' (Some hunt path elements are automatic -- you need to nothing to look in the following locations:

  • the last folder from which you called a document
  • your 'MyDocuments' folder your DropDown List folders (see DropDown List discussion above)
  • folder associated with a prefix (if you are using the prefix/suffix naming style
  • your SuperFolder (this one you do have to designate)

Try this: Look in your MyDocuments folder and write down the name of a document found there. Then, on a blank screen (or a screen with text in it) at the left margin, type the name of the document. Press Alt-G. Voila!

 Simplest creation of variables  [Clent Name] is a variable. It cannot get any simpler than thatn. The variable is not later converted to a field that makes it hard for you to edit. The variable remains in pure, simple, unadulterated plain text.
 Simplest handling of UPPER CASE, lower case and Normal Case If you want the variable, when it is replaced with 'real text" to be all caps, all lower case, all bold, itatlics, Old English font, etc., just type it into the document the way you want it to end up. [CLIENT NAME], [Client Name], [Client Name]. Other programs require that you assign "LIKE THIS" codes and to embed other special instructions. Who needs that?
 Simplest addition of variables to database When Pathagoras discovers a variable  that was not previously in the client's record, it adds it to the the database. You do not have to return to a 'master table' to add it. Automation is the goal, not frustration
 Simplest creation of Optional Text {This is optional text.} When Pathagoras encounters text surrounded by curley braces, it  highlights it and asks if you want to keep it or delete it. (Pathagoras provides a more robust optional text routine that allows you to pose a question. Pathagoras also lets you assign a group name to multiple {optional text} blocks so that the keep or delete choice made in the first instance carries forward to other members of the same group. {Optional blocks} can span single words, sentences, paragraphs and multiple paragraphs.
 Simplest creation of Options Text  Options text provides multiple choices: {This is option one./ORThis is option two./ORThis is option three.} When Pathagoras encounters text surrounded by curley braces AND that contains '/OR' separators, it  presents a selection screen for you to choose which of the options you want. Select one or more and the unselected ones are deleted.  (Pathagoras provides a more robust options text routine that allows you to pose questions. Pathagoras also lets you assign a group name to multiple {options} blocks so that the keep or delete choices made in the first instance carry forward to other members of the same group. {Options blocks} can span single words, sentences, paragraphs and multiple paragraphs.
True 'document assembly'. 

Document assembly is, well, the assembly of documents. Most programs use the 'template' method, whereby a huge document with all possible variations, are written into the document. During processing, questions are asked and, based on the answers, text is deleted or allowed to remain until the final document is ready.

These 'huge templates' are at first blush really 'neat,' but on second blush not necessarily the best approach. They hard to compose  and to 'keep straight'  (nesting and cascading options and optional choices is not easy). Much programming is involved to get to the 'perfect document.'

Pathagoras does quite well with the kind of 'assembly,' but goes it one better. You can start with a much simpler template. It can be far less complex and can get to the 'heart' of a rough draft much faster. Using some of the tools outlined above, DropDown Lists, Alt-G calls and the like) you can quickly insert additional clauses, paragraphs, images and tables to complete the document in very short order.