Getting started!
Summize Overview
How to Log In
Launching Summize to the Wider Business
Support
Hero Academy
On demand sessions
SummizED
Product Updates
Webinars
Integrations
Summize Integrations Guide
SSO
Salesforce
Jira
HubSpot
Outlook
Gmail
Summize Assistant in Teams and Slack
E-Signature
Webhooks and APIs
Remote Backup
Inbox
What is the Summize Inbox?
Inbox Integrations
Repository
Introduction to the Repository Dashboard
Introduction to the Summize Folders
Introduction to the Repository Table
Uploading contracts to the Repository
Editing Summaries, Collaboration, Contract Relationships...
Calendar
Requests
Introduction to the Request Table
Introduction to Request Templates
Editing with Word Online
Managing Requests
Create Requests
Tagging your Templates
Uploading and Editing a Create Template to Summize
Using Summize for Create requests
Review Requests
Creating a Review Template
Using Summize for Review Requests
Ask Legal Requests
Introduction to Ask Legal
How to Create an Ask Legal Template
How to Use Summize for Ask Legal Requests
Word Add-In
How to install the Word Add-in
How to Use the Word Add-in
AI Assistant in Word
AI Redlining
Review Pro
Playbooks
How to create Playbooks
How to use Playbooks
Clause Manager
Introduction
Contract Types
Configuring Clauses
Analytics
Users and Permissions
How to Add Users & Restrict Permissions
Welcome to The Summize Customer Hub
Getting started!
Your very first login
Hero Academy
All our upcoming and recorded training sessions to help customers become true Contract Heroes!
SummizED
Access our live training videos, latest product features, webinars; and find all the information you need to take full advantage of Summize
Integrations
Everything you need to know about our third-party integrations
Inbox
Automatically pushing your contracts into Summize
Repository
Everything you need to know about using the improved Summize Repository
Requests
Access all of the Legal team's pre-signature requests in one place
Create Requests
Game changing efficiency for your template agreements
Review Requests
Summarise, red flag, red-line, and collaborate on all contract review requests
Ask Legal Requests
Request help for legal matters such as disputes, litigation, data privacy and general questions or enquiries
Word Add-In
How to configure and use our MS Word Add-in
Playbooks
If you currently store all negotiation positions in your head, and have to search PLC each time you draft a contract - this one's for you
Clause Manager
Automating contract summaries to extract important clauses and metadata
Analytics
Simplifying contract summaries to assist business users in self-serving
Users and Permissions
If some of your contracts are confidential, click here!