To create a question list from scratch, do the following:

1. Browse to 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.

2. Select Question list and then select the Select question list drop-down menu.

   Figure: Select question list drop-down menu

   

3. Select Manage.

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

   Figure: New Question List option

   

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

   Figure: Add new question list dialog

   

   1. In Question list 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.

   3. In Visibility, select one of the below options.

      • Everyone in my organization: These question lists are available for everyone in the organization to select from.

      • Personal: These question lists are visible only to you.

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

      Figure: Add question dialog

      

      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 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?”.

      3. 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.

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

      5. 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.
   If the number of questions in the question list is more, then you may have to scroll down the panel to view the Save button.
   This question list is now available to you to apply to a selected document.