Downloading a File Summary

A summary of a file can be downloaded in PDFClosedA Portable Document Format is a file format that has captured all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else. or HTML format and saved to your local directory.

Note: The SUMMARY_EXPORT_AS general system parameter determines whether the file format is PDF or HTML. Summary links are displayed based on your role assignments. You cannot download a file summary for incomplete files or for Peer Review files.

To download a file summary:

  1. In the File Info Center page, select the file and choose More > Download. The Download Summary dialog opens. (Alternatively, you can open a file and go to File Notifications > Summary > Download Custom Summary.)
  2. Note: Original Summaries are not available for files created using the Send To module. See Sending Data to Another Module.
  3. Fill in all the necessary fields.
  4. Note: Some of these fields may or may not be enabled according to the settings of your system parameters. See Printing a File Summary for detailed descriptions of fields.
  5. Click the OK button. The file summary appears in PDF or HTML format in a separate browser tab and browser banner or message is displayed prompting you to save the file.
  6. Click Save or Save As to save the file to your local directory. The message closes.
  7. Note: If you need to download it again or to another location, click Download at the top right corner of the page.
  8. The file is saved with the file format name: <file summary>_File_<ID number>.