Bulk summarize documents

You can summarize a set of selected documents from Inspect or Review using the Summarize Document Action. Documents you summarize must contain an Extracted Text format, created during Epiq Discovery’s Processing module. To summarize, the extracted text must contain a minimum of 1,000 characters. You can summarize up to a maximum of 450KB or approximately 450,000 characters per document (roughly 150 pages). During the Summarize process, Epiq Discovery skips selected documents that do not meet these prerequisites.

Perform the following procedure to summarize documents.

  1. In the Project page, click ANALYZE>INSPECTor REVIEW.

  2. In the Document List, select the documents you want to summarize.

  3. In the Document Actions pane, click Summarize.

  4. In the Summarize, select your options.

    1. In Summary Type, select the summary options.

      • Paragraph displays the resulting summary in paragraph format.

      • Key Points provide a bulleted list of summary points.

    2. In Summary Length, choose the length.

      • Concise provides a shorter summary.

      • Expanded provides a more detailed summary.

    3. In Overwrite Summaries, select the appropriate action.

      • Select Leave existing summaries, do not overwrite to retain the current summary without making changes.

      • Select Re-Summarize documents to update and refresh the document summary to ensure it is current.

    4. Enable the Premium Feature. By checking this box, you acknowledge that using this feature is billable.

  5. Click Submit and then click Confirm.

  6. To view the job as it completes, perform the following steps.

    1. To open the JOBS page, click .

    2. In the JOBS page, when the Job Status indicator reaches 100%, in the Job Name column, click the job you submitted. The resulting Information dialog box contains details about the job.

  7. To view the summarized text, perform the following steps.

    1. Click to return to Viewer.

    2. Select a document that you summarized and view the summary using one of the following methods. To find all summarized documents, use Search Builder to find documents where the Summary Text field is not null.

      • Click to view the summary in the AI Text Summarization. Using this method, you can also view the document.

      • Select and then select Summary Text to view the summary in the Viewer.