Thank you for these details but this is not what I was looking for, I understood how to do these items.  What I was trying to figure out was how to force the system to summarize the information on the cover page versus a couple lines on the cover page with filing instructions behind it. 

I figured it out, I have to put NO to filing instructions in the main options area in each module to get that full summary on the cover page to the client.  

Thanks much!