The summary sheet synthesizes key information in your contract. It is automatically created when a document is uploaded and opened. You can then complete it.
To learn more about summary sheets, see the dedicated article.
In this article, learn :
How to complete the summary sheet?
To complete the summary sheet, click on the button Complete Summary at the bottom of your summary sheet. Make sure to fill in all mandatory fields before completing the summary sheet.
To learn more on how to complete the summary sheet and how to label your contract's information in the summary sheet, see the dedicated article.
How to edit the summary sheet?
Once completed, you can still edit your summary.
To do so:
- Open the document in question;
- At the top of the summary sheet, click on "Edit summary".
You can once again complete, add or change the information in your summary sheet.
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