Article Content

Overview 

Users can export an AI summary by creating a PDF or Word file. 

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.

Exporting an AI Summarization

1. Navigate to a form that the AI Summarization feature has been enabled.
2. Click the Summary button.

Summary Button

3. From the Summary pop-up, select the summary type you want to export 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

4. 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 the summary is up to date, the summary will appear.

Case Summary

5. Click the PDF or Word icon to export the AI Summary. 

PDF and Word Icon

6. The exported file will appear in the connected computer's Downloads section. The file will have a name similar to AI_Case-1_Chronological Summary_03252026_1441.pdf.