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 Accessing Ask iManage in iManage work at cloudimanage.com.

2. Select one of the following five guided actions:

   • Overview

   • Summarize

   • Analyze

   • Extract

   • Q&A

     For more information about when to select a given option, refer to Ways of asking a question in Ask iManage.

     Figure: Select an action

     

   Note that 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. Note that the Overview action doesn’t require you to add any questions as it essentially provides you with an overall summary of the document.

   Figure: Ask your question here.. field

   

   Based on the guided action you select, 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. 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 any of the options mentioned in Step 2, 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

Figure: Example of a Q&A

Viewing the evidence of the response

4. 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

5. 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

6. 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

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

   
   icon.

Providing feedback on the quality and accuracy of the response

8. 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

9. Save your questions to the question library by selecting the Save to the question library

   
   icon. 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. Questions saved in this manner can be reused later without the need to re-enter them.

   You can switch the question visibility between Personal and Organization by selecting the visibility option.

Figure: Changing question visibility

10. To copy the question to the clipboard, use the copy

    
    icon, and delete the question from the question library using the delete
    
    icon.

Selecting questions saved in the question library

11. The question library lists all the questions you have saved to the library. To view all the questions saved to the library, select the Open the question library

    
    icon.

Figure: Questions saved to library

12. 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

13. To delete the question and the answer, select the Delete

    
    icon.

Exporting the responses

14. To export the responses, select the Export your questions and answers

    
    icon and select one of the following options:

    • Export to Excel

    • Export to CSV

    • Export to Word

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

Displaying/hiding the document preview in the side panel

15. 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.