Generating a Case Summary PDF

Summary PDF is a separate case action for a configurable case summary. It does not use the DOCX template workflow.

Create the summary

Open the case and locate Summary PDF in its actions.
In Generate Case Summary, review the available sections.
Select the information appropriate for the report's purpose and recipient.
Generate the summary preview.
Review the output, then use the browser's print or Save as PDF controls.

Available content

Section choices can include general information, client and contact details, subjects, budget, financials, activities, updates, attachments, and related cases, depending on access.

Storage and format

This output is not a DOCX template report and is not automatically saved in the Reports tab as a generated-report record. Keep the resulting PDF through your approved document process if it must be retained.

Permissions and browser settings

The action requires View Reports and Generate Reports. Attachment sections require View Files. If the preview does not open, check whether the browser blocked the popup for CaseWyze.

Choose the right tool

Use DOCX templates for reusable Word report layouts. Use Summary PDF when you need a section-based case overview that can be printed from the browser.