Article Content
| Overview |
| User Account Requirements |
| Related Information/Setup |
| Navigation |
| Enabling the AI Summary Export Feature on a Form |
| Disabling the AI Summary Export Feature on a Form |
Overview
The AI Summarization Export feature allows user to export the AI Summarizations creating a PDF or Word file. This feature is enabled by default when the AI Summarization feature is enabled on a form. This feature can be disabled if users do not want to utilize this feature.
User Account Requirements
The user account you use to log into Resolver must have Administrator permission to access configurable forms.
Related Information/Setup
Please refer to the following articles for further information:
- Creating a New Standard Form
- Configuring the AI Summarization Section on a Data Definition
- Enabling the AI Summarization Feature on a Configurable Form
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administration Settings menu, click the Admin Overview link.
Admin Overview Link
- From the Admin: Overview screen, click the Configurable Forms tile on the Data Model section.
Configurable Forms Tile
- From the Admin: Configurable Forms screen, enter a Configurable Form Name in the Search field and click the Configurable Form Name link to add AI Summarization to an existing configurable form or click the + Create Configurable Form to create a new configurable form to use for the AI Summarization feature. Please see the Creating a New Standard Form article for further information.
Search Field/+ Create Configurable Form Button
Enabling the AI Summarization Export Feature on a Form
- From the Admin: Edit Configurable Form screen, click the AI icon on the Header section.
AI Icon
- From the Edit Smart Actions screen, click the Enable Summary Export toggle switch to active the AI Summarization Export feature on the form.
Enable Summary Export Toggle Switch
Disabling the AI Summarization Export Feature on a Form
- From the Admin: Edit Configurable Form screen, click the AI icon on the Header section.
AI Icon
- From the Edit Smart Actions screen, click the Enable Summary Export toggle switch to deactive the AI Summarization Export feature on the form.
Disable Summary Export Toggle Switch