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Summarize Documents with AI

Nonto
Nonto
  • Updated

Enhance your document review process and gain immediate insights into complex files by utilizing AI-powered summaries.

Overview 

The AI Summarize feature allows users to instantly generate clear, concise summaries of long or complex documents directly within the Athennian platform. By distilling multi-page agreements, Bylaws, and Corporate Records into readable overviews, teams save time and reduce the need for manual review.

Availability: All users with Athennian AI access. Reach out to your CSM if you're interested in this add-on feature.

Enable AI Access

Before using the Summarize functionality, ensure the appropriate permissions are active within the user profile.

  1. Navigate to the Access section of the application

  2. Locate and select the specific user profile and click on Edit

  3. Toggle the AI Access switch to the On position to grant access to AI features

  4. Click the blue Update button to finalize

For more information, review the Manage User PII and AI Access article.

Generate a Document Summary

Quickly extract key details from documents stored within the Documents or Minute Book sections.

  1. Navigate to the Documents tab or Minute Book tab

  2. Select and open a PDF or Word document to enter the document viewer

  3. Click on the Summary drop-down area to prompt the AI to process the file

  4. Review the generated overview, which highlights essential information such as dates, key parties, and core provisions

Review and Regenerate Summaries

Maintain up-to-date information when document contents change or when collaborating with other team members.

  1. Open a document that has a previously generated summary

  2. Observe the Summary Generated On [Date] timestamp at the top of the viewer to see when the last analysis occurred

  3. Read the existing Summary to understand the document context without reading every page

  4. Click Regenerate Summary if the document has been updated or if a fresh analysis is required to reflect recent changes

Frequently Asked Questions: AI Document Summarization

  • What file types are supported for AI Summarization? 

    • The AI Summarize tool currently supports PDF and Word (DOCX) files. Ensure files are not password-protected or encrypted, as this will prevent the AI from reading the content.

  • Why is the Summarize button missing for some documents? 

    • The Summarize functionality is only visible if the AI toggle is enabled in the Access section for the specific user. Additionally, ensure the document is located within the Documents or the Minute Book sections.

  • Does the AI summary update automatically if I upload a new version of a document? 

    • No. If a document is updated or replaced, the Summary Generated On timestamp will reflect the old version. Click the Regenerate button within the document viewer to refresh the analysis.

  • Is there a limit to the length of the document the AI can summarize? 

    • While the AI is designed to handle long documents like LPAs and multi-page agreements, extremely large files may take longer to process. For the best results, ensure the document has undergone OCR processing if it was originally a scanned image.

Video Instructions