To create a question list, do the following:

1. Browse to the Ask iManage side panel or Ask iManage page. For instructions about how to browse to either of these, refer to Accessing Ask iManage in iManage Work at cloudimanage.com.
   
   If you've opened the document in Microsoft Word, then open the Ask iManage panel in Microsoft Word. For instructions, refer to Asking questions in a document.

2. Select Question list to display the Question list dialog.

   Figure: Select question list drop-down menu

   

3. Select Manage.

4. From Manage Questions Lists, select New Question List.

   Figure: Select New Question List

   

5. In the Add new question list dialog, do the following:

   Figure: New question dialog box

   

   1. In Name, enter a name for the question list that’s easily identifiable when applying the list to a document.

   2. In Description, enter any information that can provide additional information about the question list—for example, information that can help you understand the purpose of the question list, what the list contains, and what it will or won’t find.

   3. In Visibility across organization, move the slider to right to enable the question list to be visible to the organization.

   4. A question list must have at least one question in it. To add a question, select Add Question.

      Figure: Add a question panel

      

      1. In Question name, add a short name for the question. For example, if the question is related to the parties involved in an agreement, the name could be “Parties”.

      2. In Type, select the category. The default value is Q&A and the following options are available:

         • Q&A

         • Summarize

         • Analyze

         • Extract

      3. In Question, enter the relevant question or instruction. Ask iManage will use this to try and figure out the answer. Ensure that you frame the question or instruction effectively with enough detail, so that when processed, you get the desired response—for example, “Who are the signatories for this agreement?”.

      4. To verify the effectiveness of the question:

         1. Select Test Question. Ask iManage will generate an answer from the document.

         2. If the answer matches your expectations, save the question or else rephrase it, and select Test Question again.

         3. Repeat the above steps until you get the answer you want.

      5. Select Save. The question is saved in the question list.

      6. You may now proceed to add another question to the question list.

6. After you've added all the questions you wanted to, in the Add new question list dialog, select Save to save the question list.
   
   This question list is now available to you to apply to a selected document.