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Document Assembly

1 I frequently use document sets (multiple documents) for a single project. What's the best way to handle them? Featured

Pathagoras offers several ways of handling document sets. There is not a 'best way' for every office, so consider each alternative and then decide which one works best for you. If the documents all have the same styles and layouts, it is easy to assemble…

2 . . . call in clauses into a document by reference?

Q: "I have a group of clauses stored in a folder. I want my form document to be able to call in one, some or all of these clauses depending upon certain considerations. Can I call in a document 'by reference'? (I really don't have to have the same text in…

3 Can I add a note or comment to a document or clause to assist the end user?

You can. There are 2 methods. Select the book containing the clauses to which you want to add comments and click 'Next' to display the Clause Selection Screen. Click the More button in the lower left corner of the screen and then click the Add Notes button…

4 Can I preview a clause before I select it?

You can! Just click the preview button that sits between the two panels in the Clause Selection Screen. If the view of the text is not ideal for that particular document, click the 'Reshape' button and you can view the text in a different layout.

5 Can Pathagoras help me with my mail merge activities?

Yes. And to the best of our knowledge, we are the only program that can perform mail merge from plain text with no degradation in speed. You can use your existing Instant Database records, you can connect Pathagoras to an external data source (Excel, Outlook,…

6 Document Assembly vs. Package Assembly

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…

7 Document disassembly: the 'best way' to save new text.

Actually, there is no 'best way.' It all depends upon a certain context. Here are several to consider: Manually. If the text you want to save is simply the 'on-screen' document, you can just click Save or SaveAs and save it into the proper folder. Of course,…

8 How can I set up Pathagoras so that a choice I make near the top of a document will carry forward to other parts of my document.

Just add a GroupName at the beginning each <<*Options*>>, <<*Optional*>> or {simple options} block of text that you want to tie together. A GroupName is any word or words you choose to identify the group, surrounded by exclamation…

9 How does 'Document Management' differ from 'Document Assembly'.

The goal of the document assembly modules is to create new documents for clients and customers. It does so quickly and accurately from existing text. The goal of document management is too allow the user to quickly and accurately save and to quickly retrieve…

10 I was working on an original document. I replaced variables with IDB and (gasp) saved the document. Can I recover the original version?

(A) If you have a backup service, it likely has the unaltered version in its storage. (B) You can use the Reverse button in the Power Tools section of the Instant Database screen. Recall the document to the editing screen. Display Instant Database (Alt-D)…

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