Document summary

Document summary is an Artificial Intelligence (AI) feature. For information on how AI features use Entities data, refer to Entities AI transparency notice.

Note

AI enhancements are available to clients with the Entities Platform package. For more information, contact your Customer Success Manager.

AI features are inactive by default. Before you can use them, your organization's administrator must provision them for you. For information on how to activate AI features, refer to Managing AI features.

About Document summary

With Document summary, you can get information on a document's content directly from Entities. Document summary works from Working Documents and Document Store to give you an overview of the contents of any document uploaded there.

You can summarise documents up to 10 MB in the following formats:

  • DOC

  • DOCX

  • PDF

  • RTF

You can generate one summary at a time.

Language considerations

For optimal results, use source documents in English. You can use Document summary on documents in other languages, but the accuracy of the results may vary.

AI summaries are always generated in English.

Note

AI-generated content may contain inaccuracies. Always verify the correctness and accuracy of AI results.

Summarise a document

  1. Go to Working Documents or Document Store and find the document you want to summarise.

  2. From the Options menu ent_options-menu.png, select Summarise document.

  3. Document summary works in the background. The process may take up to 10 minutes. When the AI summary is ready, you receive a pop-up message.

  4. To view the AI-generated summary, in the Document Summary column, select Open.

  5. The Document Details window opens. The summary is available in the Document Summary section.

  6. Optionally, to create a new summary of the document, select New summary.