On the top of the policies list, you can see the Policy Summary document, and 2 action buttons: Send Summary and Generate Summary. You can download the latest policy summary by clicking on it name.
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How to create a new summary
Click the Generate Summary button
Choose the currency and confirm
The system will generate the latest summary
You can click on the document name to download it
How to send a new summary to email
Click the Send Summary button
Choose the currency and confirm
The system will generate the latest summary and send it to your mailbox