Generating a Document Summary
- The administrator has enabled Copilot for agreement objects in your permission group.
- You have access to contract records.
- Contract records have associated contract, supporting, or global documents.
- Click the App Launcher icon (
) and select Contract Apps.
- Select a contract to display the Contract Details page.
- Click the Copilot icon (
). This raises the Contract Documents window, displaying a list of contract documents, supporting documents, global documents, and other documents associated with the selected record.
Note:- You can open DOC, DOCX, and PDF file formats.
- You can only select one document at a time for summarization.
- In the COPILOT window, click the Summary icon (
).
The DOCUMENT SUMMARY window opens showing the summary in two sections: contract summary section that highlights the key points related to the document and brief summary section that offers a concise overview of the contract.
