How do Summaries work?
A list of all the documents you've uploaded is available on the Summaries page, located in the Deal menu bar at the top of your screen.
The user selects a single document and then initiates the dynamic summary creation by selecting Generate New Summary.
After selecting Generate New Summary, the user will have multiple options:
Select the LLM you'd like to use.
Request Summary Topics: If you know all the topics you would like the summary to include, select + Add item and input the topics you would like included in the summary. When finished, hit the blue Submit button.
Intelligently Choose Topics For Me: ToltIQ will analyze the entire document, determine up to 10 key topics, review the document multiple times, and populate the key points for each topic.
Select a Predefined Topic Template: Choose from a set of predefined topics created by your team (Ex, CIM, Credit Agreements, PPM Insurance, Contract, etc.).
This is best for standardized documents where you always want the same topics in the summary.
Please note that the system can take several minutes to generate a summary.
While the summary is generated, you can leave the page to continue with other work. When your summary is complete, you will get a notification in the bottom right corner of your screen.
If you are unsatisfied with the output
you can rerun the process by selecting Generate New Summary after the process has been completed.
If you are satisfied with the summary but want to add a section
Use the Request New Point feature. Select Request New Point at the top of the screen above the summary headers. Enter the new point you want to add as a header name (formatted like the other summary headers) and select Submit. Your new point may take a few moments to load, if nothing happens, refresh the webpage and reopen your summary.
How do I create and manage Summary templates?
You can access Summary Templates by navigating to the Summaries page in the Deal menu of your Deal. To create a new summary template from the Summaries page, select Manage Summary Templates located in the top left corner of the screen and click on Create New Template. Then, input your template name, select the topics you want to include in the template, and hit Save.
To edit a summary template,
Choose the Pencil icon ✏️ in the Actions column on the right side of your screen. You will have the option to change the template name, edit topics, delete topics, add topics (by clicking + Add Item), and rearrange topic order. After making your updates, select the blue Update button to confirm your changes.