You can use an existing question list saved as a CSV file and import it into Ask iManage.

Example CSV file

The CSV file has only two columns:

• Name: The short name of the question.

• Question: The actual question that the Ask iManage uses to try and figure out the answer.

You can export an existing question list from Ask iManage and save it locally on your device or you can create a CSV locally with the two mandatory columns and import it to Ask iManage.

To import a question list, do the following:

1. Browse to the Ask iManage side panel or the 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. In Manage Questions Lists, select Import.

   Figure: Import option

   

5. In the Import Question List dialog, you can upload a CSV from your local device by either dragging the file into Ask iManage or selecting click to browse to upload the file.

   Figure: Import Question List dialog

   

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

   Figure: Add a new question list dialog

   

   1. In Question list name, enter a name for the new question list. This field appears blank as two question lists can’t have the same name. You must enter a unique name for the question list.

   2. In Description, add content 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 two options.

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

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

   4. In the Question section, questions are auto-populated from the question list you duplicated. You can add questions to the question list or edit existing questions.

      1. To add a question, select Add question.

         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 uses this to try and figure out the answer. Ensure that you are framing 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, select Test Question. Ask iManage will generate an answer from the document. If it matches your expectation, proceed to save the question, else rephrase it, and select Test Question again. Repeat this process till you get the answer that satisfies you.

         4. Select Save. The question is saved in the question list. You can add a maximum of 25 questions to a question list.

      2. To edit a question, hover over the question that you want to edit and select the more options icon next to it, and then select Edit.

         1. In Question name, edit the question name.

         2. In Question, edit the question or instruction.

         3. To verify the effectiveness of the edited question, select Test Question. Ask iManage will generate an answer from the document. If it matches your expectation, proceed to save the question, else rephrase it, and select Test Question again. Repeat this process till you get the answer that satisfies you.

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

   5. After you've added or edited all the questions or instructions you wanted to, select Save to update 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.