AI Document Summary

AI 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 and clients who joined the Entities AI Early adopter program. 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 AI Document Summary

With AI Document Summary, you can get information on a document's content directly from Entities. AI Document Summary works from the following areas to give you an overview of the contents of any document uploaded there:

  • Company documents

  • Attachments in Data Library

  • Working Documents

  • Document Store

For documents with more than 10 pages or 12 000 characters, AI Document Summary creates a more complex summary divided into sections to accurately represent the documents.

You can generate up to 10 summaries simultaneously.

Language considerations

For optimal results, use source documents in English. You may also try summarizing documents in Spanish, French, German, Italian, and Portuguese with caution. You can use AI Document Summary on documents in other languages, but the accuracy of the results may vary.

AI summaries are generated in the language the administrator has set for Entities in System Options.

AI Document Summary supports the following languages:

  • English (United Kingdom)
  • English (United States)
  • Spanish
  • French
  • German

Limitations

Note

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

For optimal performance and usability, AI Document Summary has the following limitations:

  • The following file formats are supported: DOC, DOCX, PDF, RTF.
  • The maximum file size is 10 MB.
  • You can generate up to 10 summaries simultaneously.

Summarise a document

  1. Find the document you want to summarise.
  2. From the Options menu ent_options-menu.png or the AI Document Summary column, select Summarize document.

    AI 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.

  3. To view the AI-generated summary, in the AI Document Summary column, select Open, or from the Options menu ent_options-menu.png, select Open AI Summary.

    The AI Document Summary window opens.

  4. Optionally, to create a new summary of the document, select New Summary. To delete the summary, select Delete.