3. Click the '''System Design Summary''' link.
4. The New System Design Summary window appears, with option to select which modules to include in the system document. Options include: * '''[[Global Settings]]''': summary of Global Settings, including Data Policies and Security Matrices* '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]]
* '''[[Workflows]]''': settings for each individual workflow
* '''[[Custom Fields]]''': custom field settings. Will automatically select Tracking Applications module if selected.
* '''[[Portal|Portals]]''': details of Portals configured against User Roles.
* '''Tracking Applications''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].
5. Once the modules are selected click the '''Generate''' button. A design summary document will be downloaded to your local machine.