Article Content
Overview
Users can copy an AI Summary to extract the summary, using it in a third-party application.
User Account Requirements
To view the Summary button on a form, the user must have permission to access the specific form where the AI Summarization feature is enabled.
Copying an AI Summary
- Navigate to a form that the AI Summarization feature has been enabled.
- Click the Summary button.
Summary Button
- From the Summary pop-up, select the summary type you want to copy by clicking the View Summary button next to the summary type.
- Chronological Summary: Reconstructs a time-ordered sequence of events, ideal for audits, investigations, and internal reviews.
- Executive Summary: Distills complex case information into a concise narrative focused on outcomes, accountability, and next steps—perfect for leadership or compliance reporting.
- Full Summary: Provides a comprehensive, field-level breakdown for teams that need the entire picture, like risk, ethics, or legal reviewers.
View Summary Button
- The Summary pop-up will refresh. If the summary has not been run or needs updating, the system will generate the selected case summary. If they summary is up to date, the summary will appear.
Case Summary
- Click the Copy icon to copy the summary to the computer's clipboard.
Copy Icon
- Using a paste option, paste the summary into the desired location.