Export to Word

How to export key information about a Review request to Microsoft Word

Export to Word

Export key information about a Review request such as clause summaries and conversation history to Microsoft Word directly from Summize.

To export to Word, follow these simple steps:

1. Navigate to the Requests Table.
2. Locate the Review request you want to export to key data from and click to navigate to the request view.
3. Click the ‘Export’ button located in the page header (top-right).
4. You will be taken to the export settings page where you can customise your export.
5. Use the toggle controls to configure the available export settings based on your preferred export.
6. Click the ‘Export to Word’ button located in the page header (top-right) to complete the action.
7. Your Word document will then automatically download to your device.
   
   In the video below you will see the steps described above.