Using the summary builder
To edit the summary builder check out this article here
Set-up
Tudodesk Back-office
Mac or PC
What's this for
How to create professional summaries and intro's with the summary builder.
What you need to know
You can set up summaries for each board.
You can set up individual summaries for the summary and info input fields.
If you need help setting up the builder, check this article here
Steps
Open a document in edit view.
Scroll down to the summary section.
Select the Options button below the summary or info input boxes.
The summary builder will open in the side panel.
If you have not previously done so, set up the summary using the editor here.
Select the options in the list by checking each check box.
Select Insert when done.
Note: Only admins can save, edit pre-defined summary's.