Instead of reviewing the full document to understand its structure, key terms, or status, users can quickly access a structured summary directly within the contract. This helps users understand what the contract contains, without needing to read it end-to-end.
Why Use It?
Streamline approvals by presenting key commercial terms and negotiated clauses in one place.
Highlight deviations between standard and negotiated clauses automatically.
Increase transparency with clause approval status and approver details included.
Save time by generating a ready-formatted .docx summary.
Maintain consistency with custom headers and footers applied automatically.
Setting up a Summary (Template Level)
To configure a Summary:
Open a Template.
Navigate to the Summary tab in the left sidebar.
The Summary set-up page is be divided in 2 sections:
(1) General:
Auto-Name: Define the default name of the Summary document. This name will be applied automatically when the Summary is generated
Participant Role Selection: Select which roles are able to create a Summary.
The trigger for Summary Creation (optional): Choose the event that triggers the Summary creation prompt. Available trigger options:
Document completed
Document ready to sign
Document signed
Document partially signed
Document being edited by the counterparty
Approval status is Approved
Approval status is Rejected
Allow Users to Refuse Creation: Control whether users can decline to create a Summary when prompted.
Custom Headers and Footers: Select from existing headers and footers in your profile. These will automatically be applied to the final .docx/.pdf Summary document.
(2) Data settings:
Attributes: Select which template attributes should appear in the Summary.
Tagged Clauses: Select which tagged clauses to include. This leverages our clause tagging feature that allows users to tag clauses and define their boundaries.
Show clause deviations from default values: Enable this checkbox to compare:
The Standard Clause (first draft with default values), and
The Negotiated Clause (final version at the time of Summary creation)
Show information about clause approval workflows: Enable this option to include additional columns displaying:
Approval status
Approver details
Creating a Summary (Document Level)
Summaries are generated at the document level through a new dialog.
Summaries are generated:
Automatically: If the document meets the configured trigger, the designated role will be prompted to create a Summary. If the setting is enabled, users may refuse creation at that time.
Manually: Click the new Summary button in the document’s top bar. Creating a new one will replace the previous Summary for that document.
Summary Storage and Access
Clicking on a Summary name allows users to preview the Summary and export the file
Clicking on a document’s Properties will display associated Summary information.
Summaries will also be accessible at a Document level, in a new sidebar tab called “Summary”, only visible to the relevant participant type. A new checkbox will be added to the document download options that will allow the user to download the document alongside the Summary.
