Viewing a File Summary

In the File Info Center, select a file and click Summary to show the current summary of the file. (Alternatively, in the Search page, select the file and click Summary for current summary or open the file and choose additional options for viewing the summary.)

To view a file summary from an open file:

  1. Open a file.
  2. Note: You cannot view a file summary for any incomplete files or for Peer Review files. Original Summaries are not available for files created using the Send To module. See Sending Data to Another Module.
  3. In the Management Form, go to the File Notifications panel and click Summaries.
  4. Click on one of the following options:
    1. Original Summary – the information included in the file at time of its submission.
    2. Current Summary – the information currently included in the file.
    3. Follow-up Summary – lists the details of all follow-ups that currently appear in the file.
    4. Task Summary – lists the details of all tasks that are associated with the file.
  5. The file summary appears in HTML format in a separate browser tab. Close the file summary tab to return to the file.