Overview:

You can modify the write setup of document summaries before writing them to file. The Write Setup dialog allows you to specify your preferred format for the write file, while the Write Settings dialog is where you choose your preferred punctuation for the file. Comma Separated is the only format for which the Settings are relevant (the others write only straight text).

How to Modify the Write Setup and Write Settings

1. From the Column Page, select Write Setup from the File menu.
   
   
2. The Write Setup dialog is now displayed. Choose the format you prefer for your file. (Many of the newer versions of Word Perfect are not supported by the merge, any other delimited ASCII file should suffice for this.)
   
   
3. If you selected Comma Separated, click on Settings (if not proceed to step 4). At the Write Settings dialog, choose the punctuation you want in your export file. Click on OK.
   
   
4. Click on OK again at the Write Setup dialog. Now you can proceed to write your summaries to file.
   
   
       
   
   You can write your document summaries to file from the Column page of the Document Database folder. This feature allows you to either write the summaries as text (as would be opened by any word processing software), or to export them as ASCII delimited text (as would be imported into another database or spreadsheet). Your Write Setup determines the format of the data.

To Write Document Summaries to File:

1. Open the Document Database folder. If you like, you can run a database search to bring up only the records you want to write to file.
   
   
2. Click on the Column tab to view it in that format.
   
   
3. Add or remove fields so that the columnar display on your screen matches what you want your output to be. For example, if you want a file containing the document type, date, author and attorney's notes, remove all other fields from the Column Page so that only those desired fields are displayed.
   
   
4. From the File menu, select Write Setup.
   
   
5. Select the format for the file to be created with these summaries. You can export the summaries in ASCII text, WordPerfect merge, tab-delimited or comma-delimited format.
   
   If exporting as ASCII, tab-delimited or comma-delimited, you can include your column headings in the file by selecting that option. This is not available for creating a WordPerfect merge file.
   
   
6. From the File menu, select Write Summaries.
   
   
7. Enter a filename for the text file to be created and click 'OK'