Ask iManage retrieves the information you want from a document by reading through the document. 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. For instructions about how to access the side panel, refer to Ask iManage side panel.

2. Select one of the following guided actions:

   • Overview

   • Summarize

   • Analyze

   • Extract

   • Q&A

   • Chronology

     Figure: Selecting a option in Ask iManage

     

     For more information about when to select a given option, refer to Ways of asking a question in Ask iManage.
     Question list is covered separately under Reviewing a selected document per a question list and Reviewing multiple documents simultaneously per a question list.

3. In the Ask your question here… field, ask a question related to the document.

   Figure: Ask your question here…field

   

   If you select Summarize, Analyze, Extract, or Question list, you may have to frame your question accordingly. A few examples of which are provided in Ways of asking a question in Ask iManage. Questions or instructions have a character limit of 4000 characters, including white spaces.
   
   The Overview and Chronology actions don’t require you to add any questions. This is because Overview provides you with an overall summary of the document and Chronology provides a timeline of the key dates of the events for the document.
   
   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.
   

   If you select Summarize, Analyze, Extract, or Question list, a few questions specific to the document selected, are suggested to you as examples. You can use these question suggestions, as is, or use them and frame your questions in a similar manner.
   

   Figure: Prompt questions that are displayed

   

   Ask iManage displays the answers as shown in the following figure:

   Figure: Answers displayed for Summarize

   

4. Select Cancel if you want to stop Ask iManage from searching for answers. Ask iManage stops searching for the answer. You can then select Retry to continue with the search.

Working with conversational history

Ask iManage remembers and saves the previous questions you have asked to a document. To access the previous questions, do the following:

1. Select History on the Ask iManage side panel.

   Figure: Selecting History to view the previous questions

   

   The previous saved questions are displayed in the conversational history panel as shown:

   Figure: Conversational history

   

   Select the Back option to return to the main Ask iManage side panel.

2. Select a conversation. You can also use the search option provided in the Conversational history panel to narrow down your search.

   Figure: Search results

   

   Alternatively, you can also use the Sort by option to sort the conversations either by name or date.
   All the questions previously asked along with their answers are displayed.

   Figure: Conversational history

   

3. You can either review these questions or ask additional questions by selecting a guided action and then asking your question in the Ask your question here… field. Any additional questions asked are saved to the selected conversational history.
   
   If you want to start a new conversation, then select New chat in the Ask iManage side panel, select a guided action, and then ask your question in the Ask you question here… field.

   Figure: New chat option

   

4. (Optional) You can delete a saved conversational history by doing one of the following:

   • In the Conversational history panel.

     1. Select the conversation you want to delete.

     2. Select the kebab menu and then select Delete .

     3. Select Delete in the confirmation dialog that appears. The conversation history is now deleted.

        Figure: Confirming the deletion

        

   • In the Ask iManage side panel:

     1. Select the kebab menu on the top right-side and select Delete .

        Figure: Select Delete in Ask iManage side panel

        

     2. Select Delete in the confirmation dialog that appears. The conversation is now deleted.

        Figure: Confirming the conversation deletion

        

Viewing the evidence of the response

1. The number icons beside each answer show 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

   

2. Select a number icon to view the location in the document where the evidence was found. The selected evidence is then highlighted both in the document and also in the ainswer.
   
   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

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

• 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

To copy the answer for your intended use:

1. Hover over the answer which you want to copy.

2. Select the Copy to clipboard icon.

Providing feedback on the quality and accuracy of the response

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 the 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

• Other

Saving the questions to the question library

You can save the questions to the question library either using any of the following methods. Questions saved in this manner can be reused later without the need to re-enter them.

• Select the Save to the question library icon in the Ask your question here… field.

  Figure: Save questions to the question library

  

• Hover over the question and select the Save to the question library icon that is displayed.

  Figure: Hover and save questions to the question library

  

Changing question visibility

By default, the question is saved with Personal visibility, implying that only you'll have access to that question. To make it available to other users in your organization, change the visibility to Organization by:

1. Select the Open the question library icon.

   Figure: Select the open the question library

   

2. In the list of questions displayed, change the select Personal to change the visibility to Organization.

   Figure: Changing the visibility

   

   The visibility changes as shown in the following figure:

   Figure: Changed visibility

   

   You can similarly change the visibility from Organization to Personal by performing the above steps.

3. (Optional) To copy the question to the clipboard, use the copy icon, and delete the question from the question library using the Delete icon.

   Figure: Copying or deleting the question

   

Selecting questions saved in the question library

The question library lists all the questions you have saved to the library. This allows you to re-use the questions without having to enter them.

1. Select the Open the question library icon to view all the questions saved.

   Figure: Questions saved to library

   

2. Select a question to automatically add it to the Ask your question here… field. You can use the question as is, or modify it to match the requirement before pressing Enter for Ask iManage to generate or fetch an answer.

Deleting the question and the response

Hover over the question and select Delete option to delete the question. The question and its answer are deleted.

Exporting the responses

1. Select the kebab menu on the top right-side and select.

2. Select the Export icon and select one of the following options:

   • Export to Excel

   • Export to CSV

   • Export to Word

     Figure: Export your questions and answers

     

     The questions and answers are downloaded to your selected location automatically in the selected format.

Displaying/hiding the document preview in the side panel

To display the document preview in the side panel, select the Open the preview panel icon.

To close the document preview in the side panel, select the Close the preview panel icon.