About Us Contact Support Login

How to Upload Records Received Externally for Summarization

1. Click "Clients" in the menu on the left-hand side of the screen.

2. Search for your client in the Clients List and click on their name.

Tip: You can also go directly to your Client's page by typing their name in the search bar at the top of the screen. 

3. Scroll down to your client's request table and click on the tab labeled "records" 

4. Click "Upload"

5. Add your documents to the document uploader and press "Proceed" 

Documents must be uploaded in a pdf format

6. Your uploaded file will now be available in the records table to submit for summarization. Please see the following Help Desk article for instructions on how to submit records for summarization. 

How to Submit a Record for Summarization

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.