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Summarise

Alina avatar
Written by Alina
Updated over 2 weeks ago

In this article:

  • What is Summarise

  • When to use it

  • Creating summaries

  • FAQ


What is Summarise?

The Summarise feature helps you quickly understand lengthy documents and extract key information efficiently by generating a concise overview of selected text or documents.

You can summarise:

  • Text selected directly in your Word document

  • Text pasted into the Summarise module

  • Uploaded files, such as Word documents and PDFs

By default, summaries are short, plain‑text paragraphs. However, you can also create structured summaries - such as summaries organised by clause or timeline - to suit your needs.


When to use it

  • Save time by getting a quick overview of key points without reading the full document

  • Improve clarity by focusing on essential information

  • Work across file types, including selected text, Word documents, and PDFs

  • Customise summaries by creating summaries in formats that match your workflow

When not to use it

  • You need all legal or technical details, as summaries simplify content and may omit specifics

  • You are working with very short text, where summarisation could remove important context


Creating summaries

To create a summary:

  1. Open the Summarise module

  2. Select text in your Word document, or paste text into the module (if using ClauseBuddy outside Word)

  3. Click the Summarise button

The default summary type is Simple, which produces a short, single‑paragraph summary.

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Creating structured or custom summaries

To create a structured summary:

  1. Select Configure > Create new summary type

  2. Use the summary format editor to define how the summary should appear

For example, you can create a table‑based summary with columns for Date, Party, and Content, generated from the selected text or uploaded document.


Frequently asked questions

Can I summarise only part of a document?

Yes. Simply select the text you want to summarise before clicking Summarise.

Can I summarise multiple files at once?

No. Summarise works with one document or one text selection at a time.

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