Now, you can easily view a summary of key information in a document without having to open it. With the AI-powered Summary feature, Mekari Sign offers an easy way to track key metrics, such as contract status, renewal dates, or document compliance, in real-time.
In this case, the Dashboard page will display deeper insights into your company's documents by aggregating and analyzing data extracted from all documents. Learn how it works in the following steps.
Important
- Users subscribed to the Business plan and above will receive this by default.
- Users outside of these plans can purchase the Summary feature as an add-on.
- Anyone included in a document (even if they are not eligible) will see the document summary results after someone with access applies the Summary to the document.
- Go to the Documents menu, click the All Inbox tab.
- Click on a document to view its details page.
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Then, on the right side of the page, you will see the Summary. Click "Generate data summary" to process the document summary.
If you haven't activated AI, when you click "Generate data summary", the following pop-up information will appear. You can check this in the Settings menu under My Account, or you can activate it directly by clicking "Enable", as shown below.
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The following pop-up information will appear, stating that your document is being summarized and will be ready within 24 hours. Click "OK, I got it" to continue.
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The following pop-up notification will also appear, stating that your document is being summarized by our system. The document summary information that is being processed will also appear on the right side of the page.
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The successfully summarized document will then look like this.
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Click "Save changes”.
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The following pop-up notification will appear, stating that your Document Summary has been successfully edited.
That is the explanation of Document Summary. Learn more about document delegation here.