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Document Assembly vs. Package Assembly

Views: 5750 Created: 08/09/2016 10:55 am Last Updated: 08/09/2016 10:55 am 0 Rating/ Voters

Q. What is the difference between 'document assembly' and 'package assembly'?

A.  Package assembly is a sub-set of document assembly.

     Document Assembly in a nutshell: When you do a ‘simple’ assembly from the Clause Selection Screen, you select clauses or complete documents from the left panel and move them to the right. When you press 'Next' the selected items are cobbled together into a complete a new document. This document is unsaved and has no name (yet). You will see the titles 'Document 2', 'Document 10', etc., which indicates the document is unsaved.

     When you finish processing and personalizing the documents, you would then save the document, likely in a client folder with a new name.

     If you click the 'Additional Assembly Options' button on the Clause Selection Screen (far right), you will see various options, including to put page markers or sections between selections (a single document is created, but 'dividers' are inserted), putting each document in separate editing windows (several unnamed, unsaved, documents are created); and document packages. The latter choice is discussed below.

    Package Assembly: When you select the 'Package Assembly' option, Pathagoras will first save the selected documents in a folder that you choose. Additionally, it will name the documents for you, using the source document's filename.  (Typically you will save the package in a client's folder.) Pathagoras will then (optionally) open the documents in the package for inspection, processing and personalization. (If you desire, leave the documents closed and come back to them at a later time to process.)

     Package Assembly saves the end user the chore of naming the 5, 10 15, etc., documents in the package. In this regard can be a real time saver.