Pathagoras Document Automation

Pathagoras Document Automation is an add-in for Microsoft Word that assembles documents automatically. Users mark the changing parts of a document with ordinary typed text, so no programming is needed, and the add-in fills them in when a document is produced.

What Pathagoras Document Automation offers

• Variables from plain text: a typed label such as Client Name or Customer Address becomes a field to fill.
• Conditional and repeating text: sections can appear, disappear or repeat depending on the answers given.
• Building blocks and templates: complex documents can be put together from reusable pieces or from full templates.
• Drop-down clause lists: hundreds of organised clauses can be pulled in, from signature blocks and certifications to entire documents.
• Cloud version: a hosted edition is available alongside the desktop add-in.

Who it serves

The product is filed as legal document management software and is aimed at people who draft repeat documents in Word.

Key facts

• Platform: Microsoft Word add-in
• Deployment: desktop and cloud editions
• Learning curve: described by its maker as easy to learn and to teach