weekly accomplishment sheets

Exporting summaries as an HTML file

HTML is the file format of the Internet. The page you are reading was written with an HTML editor. Many email clients have the ability to send and display HTML files as regular email instead of as a separate file attachment. This allows the recipient to receive the message already displayed and formatted. With your summary open, click "File" and then "Create HTML file". You will receive a message letting you know it's done. The system creates a file called summary.htm in your system's directory (c:\dawin\summary.htm). Various email clients operate differently.

If you use Microsoft's Outlook, you create a new message, click "Insert" and then "Text from file". In the "Insert Text File" window, change the "Files of Type" drop down to "HTML files" and maneuver the window to your c:\dawin (or system's) directory. Double click on the summary.htm file to insert the summary into your email. Additional text and editing can be added with Outlook.

HTML files can be viewed with your web browser so if your email client will not support importing the text, you should attach the summary.htm file to your message and your director can view it through her Internet browser. Even if you just attach the file, if your recipient has an email client which supports html, the message will be displayed properly formatted in their email client.

Here is an example of an exported file as displayed as an email.

Exporting summaries with the system's file format

If your director uses the Director's Assistant, you should save your summaries to a summary file which your director can then import straight into her system. With your summary window open, click "File" and then "Export". You will be asked for the name of the summary and where you would like to save it. You can save it on your hard drive and then attach it to an email or you can save it to a diskette. You might want to check with your director and come up with a "naming convention" so that she can identify the file by it's name. Files saved in this format will have a "sum" file extension. (yourname.sum). File names are limited to 8 characters.

Exporting summaries as a simple text file

A new menu item let's you export summaries in a simple text format. With your summary open, click "File" then "Create Text File". The system will automatically create a file in your system's directory called summary.txt. This file can be viewed with the Window's Notepad or just about any word processor. It should be noted that formatting features do not exist in simple text files making it necessary to view with a consistently sized font. (Notepad usually defaults to a system font which should work fine. Courier is another consistent font) The summary.txt file can be attached to an email or saved to a diskette. Because of the lack of formatting options, this option isn't "pretty" and should be used where HTML options are not available. After the file is created, it will be displayed in your Window's Notepad.