How to Export a Transcript Summary

Summary:
Export transcript summaries from Prevail.AI in the format you need, for further review, sharing, or printing.

Content:

To export a transcript summary:

Open the Case Summary
Go to the desired case or transcript summary within the platform.
Locate the Export Option
- Find the “Export” button, usually at the top right or within the summary toolbar.
- The button may display as “Export”, “Download”, or an icon (typically a down-arrow or document).
Choose Format
- Select from available formats (PDF, DOCX, TXT, or others).
- For legal compliance or sharing, PDF is recommended.
Apply Optional Settings
- Some exports allow you to exclude confidential or private sections, add watermarks, or customize the export range.
- Choose the options relevant to your use case.
Download or Share
- Click “Export/Download”.
- The file will be generated; follow prompts to save to your computer or send to a designated email/share link.
Review Exported File
Verify that formatting, confidential markings, and annotations appear as expected.

Having trouble exporting?

Make sure popups are enabled in your browser.
Ensure you have permission to export (if not, contact your admin).
If you get an error, note the case and error message, and contact support via chat or ticket.

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