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Repository

Repository

Everything you need to know about using the improved Summize Repository

Introduction to the Repository Dashboard

Introduction to the Repository Dashboard

Search for contracts from the Repository Dashboard

Introduction to the Summize Folders

How to structure your folders

Add, rename or delete folders

Introduction to the Repository Table

Introduction to the Repository Table

Search for contracts from the Repository Table

Using the Repository Table filters

Customise the Repository Table columns

Delete contracts from the Repository

Move contracts between folders

Export to CSV

How to use Custom Fields on Summize

How to change contract types

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Uploading contracts to the Repository

Add contracts to the Repository

Rename a contract

Change the contract status

Change the contract owner

Repository contract upload error codes

Bulk Importing Contracts: How to Use FileZilla

Uploading a Linked Document

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Editing Summaries, Collaboration, Contract Relationships...

Introduction to the Contract View

Edit a party name

Tasks for contracts

Conversations for contracts

Clause Summary for contracts

Attachments for contracts

Export to Word

Download a contract

How to use Contract Relationships in Repository

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Calendar

Calendar Sync

Calendar events for contracts