Documents & Folders
Summarizing a single document
Get a summary of one file, keep several side by side, compare them, and export or save them.
Step 1
Press Summarize
Open a file's page. Summarize sits above the preview. Press it to open the summary options underneath. Video files cannot be summarised. For several files or a whole folder at once, use Analyse in the Documents list instead.
Step 2
Say what you want
Custom is open first. Describe the summary in your own words, for example The three biggest risks, in plain English. The arrow button in the corner brings back the last instruction you wrote.
Claude Sonnet 5Step 3
Or use a preset
Presets has four ready styles: Simple for a short overview, Executive for decision makers, Detailed for everything, and Bulleted for a list of points.
Claude Sonnet 5Step 4
Choose the model and effort
Under Model / Persona, pick which AI writes it, or a persona to write it in that persona's voice. The effort button beside it sets how hard it thinks, as in chat.
Claude Sonnet 5Step 5
Generate
Press Generate. The panel closes and the summary is written in the background; Summarize shows how far along it is.
Claude Sonnet 5Step 6
Your summaries stay with the file
Every summary is saved with the file and shows as a card beside Summarize, with its style, the AI that wrote it and a title. Hover a card for a preview; press it to read it.
Q3 results at a glance
Key figuresStep 7
View all
Press View all to open every summary of the file full screen. With more than one, Search summaries finds one by its title, style or text.
Summaries
Q3 results at a glance
Executive
Key figures
Bulleted
Risks for the board
Custom
Step 8
Copy or compare
Pick a summary to read it. The buttons at the top copy it, export it, delete it, and with two or more, Compare opens two summaries side by side. The last button leaves full screen.
Q3 results at a glance
Executive
Key points
Risks
Step 9
Export or save it
The Export button opens three choices. Download saves it straight away as a Sec file, Word document or PDF. Generate with AI opens a chat that builds a proper Word document, PDF, spreadsheet or presentation from it, if you are allowed to save documents from chat. Save to Documents files it in a folder you choose.
Q3 results at a glance
Executive
Download
Sec file (.md)
Word (.docx)
Generate with AI
Word document
PDF document
Spreadsheet
Presentation
Save to Documents
Step 10
Delete one
Press the bin, or hover a card and press its bin. You are asked to confirm, and a deleted summary cannot be brought back.
Delete Summary
Step 11
Spot summarised files in the list
In the Documents list, a file with summaries has a badge under its name. Press it to jump straight to a summary.
Q3-Report.pdf
Q2-Report.pdf
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.