Ask iManage retrieves the information you want from a document by reading through the document and summarizing the response to you. It also provides you with the evidence(s) within the document based on which the response was generated.

On this page:

Asking a question

1. Browse to the Ask iManage side panel or the Ask iManage page. For instructions about how to go to either of these, refer to Accessing Ask iManage in iManage work at cloudimanage.com.

2. Select Ask a question to display the Ask any question field using which you can ask a question related to the document.

   Figure: Ask any question field

   

3. Start asking Ask iManage by entering your question or instruction in the Ask any question field. Questions or instructions have a character limit of 4000 characters, including white spaces. Ask iManage searches only in the document you selected. Ensure you frame the question effectively with enough detail, so that when processed, you get the desired answer.

   A question or instruction with sufficient detail will help you get the answer you're seeking. Ask iManage also lets you build over your question or instruction based on the answer you get, to drill down further for more specific information or understand any related information.

   Examples:

   1. Who are the parties involved and what are their roles?

   2. What are the key clauses governing the agreement?

   3. What are the specific clauses for the tenant?

   4. Obligations of the tenant about alterations.

   5. Costs associated with unauthorized alterations.

   6. Is there a time by which the tenant is liable to pay the unauthorized alteration penalties?

Figure: Example of a Q&A

After you get the response to your question, you can additionally do the following:

• View the evidence of the response

• Search the document in the preview using a query

• Copy the question and the responses to your local device

• Provide feedback on the quality and accuracy of the response

• Delete the question and the response

Viewing the evidence of the response

5. The number icons beneath the answer indicate the count of evidence found in the document related to the question. To view the section of the document that was used to generate the answer, hover over a number icon.

Figure: Hover over a number to view the evidence

6. Select a number icon to view the location in the document where the evidence was found. Expand the side panel to view the document preview. Hover the pointer along the vertical left edge of the panel—it changes to . Hold down the pointer and drag the edge to the left to increase its width, or drag the edge to the right to reduce the panel width.

   Figure: Select a number to view the evidence in the document

   

Searching the document in the preview using a query

7. In the document preview view, a search field is included. You can search the document by entering a query in the search field.

Figure: Document preview search

• The count of occurrences of the search term/phrase is provided.

• The and icons help you move to the next or previous occurrence.

• The drop-down list helps you quickly go to a particular instance of an occurrence.

Copying the question and the responses to your local device

8. To copy the answer for your intended use, select the Copy to clipboard icon.

Providing feedback on the quality and accuracy of the response

9. After you've validated the answer, select the Good answer or Bad answer icon to give us feedback about how Ask iManage did.

   If you select Bad answer icon, you're presented with a set of preset answers that give us more information about why the answer wasn't acceptable. These options are:

   • Answer is incorrect

   • Answer is incomplete

   • Answer is too short

   • Answer is too long

   • Style is bad or offensive, and

   • Other

Deleting the question and the response

10. To delete the question and the answer, select the Delete icon.