Generating a Summary

To generate an entity summary in Athennian, follow these simple steps:

1. Navigate to General > Overview;
2. Click on Generate Summary at the top right hand corner of the Overview page;
3. Check off the desired entity summary template to be used to generate the summary;
4. Select Merge and then View Documents Now to be redirected to the Documents section;
5. Click on the document record to preview the summary, convert it to PDF, or open it in Word Online.