Copy a Smart Summary

Once you have generated a smart summary, you can copy the results.

To create a smart summary:

1. Go to a workspace where the smart summary feature is enabled.
2. Use the search filter and/or the Search field at the top of the workspace to select a record.
3. Click the Smart Summary assistant.
4. Click the Copy Summary icon in the bottom right corner of the assistant.
   You can paste the information within Maconomy or to an external source to save or share.