How to: Generate an IntuityAI document summary

Automatically generate summaries of your documents, helping you save time and quickly understand key points. Generate summaries for contracts, advice, filings, and more.

Steps from folders:

1. Click on Folders
2. Navigate to the relevant project under the folder and click the expand icon beside it.
3. Click on the document name to highlight it
4. In the Information Panel, go to the Summary tab
5. Under Classification:
   1. Select a document type from the dropdown (e.g., contract, advice), or
   2. Leave it blank and let Dazychain choose automatically
      (Screenshot placeholder: Document type dropdown in modal)
6. Click the Generate button
7. Wait a few seconds while the summary is created
8. The summary will appear
   
9. If you'd like to make changes, click into the text field to start editing
10. Once editing is finished, click Save
11. The summary will be saved, visible to anyone else with access

Steps from matter:

1. Navigate to the relevant matter's document area
2. Go to the Attachments tab
3. Locate or upload the document you want to summarise
4. Click the AI icon next to the document
   
5. In the pop-up window, either:
   1. Select a document type from the dropdown (e.g., contract, advice), or
   2. Leave it blank and let Dazychain choose automatically
6. Click the Generate button
7. Wait a few seconds while the summary is created
8. The summary will appear in the same window
9. If you'd like to make changes, click into the text field to start editing
   (Screenshot placeholder: Summary text area being edited)
10. Once editing is finished, click Save
11. The summary will be saved, visible to anyone else with access

Note

• If you want to regenerate a new summary, you can repeat the same steps, Dazychain will overwrite the previous one

Supported file types:

• PDF (.pdf)
• Word Documents (.doc, .docx)
• Text files (.txt)

Best practices:

• Use clean, readable documents with clear headings and structure
• For scanned PDFs, make sure they are OCR-enabled (text-readable)