Generate a Summary from Claims

Select your desired claims.
Select the Summary option from the Claims > Generate menu in the toolbar.
Review and, if desired, amend, the preview text in the Summary dialog, then click the Copy button or select and copy the preview text.
Paste the copied text in the Brief Summary section, or wherever desired.

Other Options for Summary Generation

You can also generate a summary using the option under the Specification > Generate from Selected Claims menu

the More Claims Options menu

for a single claim, the context menu that appears when you right+click a claim.

Click the Tools button in the toolbar and navigate to the Templates tab if needed

OR Select the Templates option under the Tools menu.
Review and make your desired changes using the controls for Claim to Summary Generation.

Note that changes to the Claim to Summary Generation template are applied going forward, but not retroactively to previously generated summary text.

Note also that these settings are stored at a file level. If you customize these fields for a particular client, we recommend you set up a base or starting file with the desired settings applied, then open that file and save as a new .rp document for future applications for that client.