Question lists help you create, collaborate, manage, and share lists of questions and requests. You can run a question list through a selected document for Ask iManage to fetch you answers from the document in a single click. This Ask iManage feature saves you time. Within the scope of your work, the questions that you might ask of documents would be similar and can be standardized. In such a scenario, creating a one-time question list and reviewing the document against it saves you the ordeal of asking each question one after the other. Ask iManage lets you edit and improvise your question list.
We also understand that in your regular scope of work you could be dealing with multiple contract types, multiple jurisdictions, which may require specific question lists. Ask iManage also lets you create any number of question lists as you deem necessary for your day-to-day work.
NOTE: We strongly recommend that you validate Ask iManage responses with the evidence provided. AI can make mistakes.
On this page:
- Reviewing a document
- Viewing the evidence of the response
- Searching the document in the preview using a query
- Copying the question and the responses to your local device
- Providing feedback on the quality and accuracy of the response
- Exporting the responses
- Displaying/hiding the document preview in the side panel
Reviewing a document
Go 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.
To display the question list dialog, select Question list.
Figure: Question list drop-down list
There are two kinds of question lists.
Organization: These question lists are available for everyone in the organization to select from.
Personal: These question lists are created by users for their specific use and are visible only to the user who created it.
To select a question list, do one of the following:
From the listed question lists, select the question list you want. Scroll down to browse through the question list.
In Search for a question list, enter the name of the question list you want. As you enter the name, the system will refine the results in the drop-down list, helping you select the required question list.
Select the All drop-down menu, to refine the question list to be displayed in the Select question list drop-down. You can choose between All, Organization, and Personal.
NOTES:
In case you're using Ask iManage for the very first time, there's a possibility that no question lists are available. You must create a question list and add questions to it. For instructions about how to work with question lists, refer to Working with question lists and questions.
Select the star
icon next to the question list to mark it as a favorite. This'll help you quickly identify the most important question lists for you. Clear the selected star icon to remove the question list from your favorites list.
Ask iManage starts reading through the document and generates answers. Note that it may take a few minutes for the answers to get generated.
NOTE: If Ask iManage fails to find the relevant information in the document or relevant information doesn't exist for the question being asked, a “Answer not found” response is displayed.
The system saves the responses and they'll be displayed for you when you sign in again. Further, the responses are visible to every user in your environment, provided they have access to the document and the question list.
The system saves only the responses from the last run question list for a document. If you or any other user re-runs the question list or runs a different question list for the document, the current set of responses are deleted and the system saves the latest responses.
However, if you select a different document and run a question list against it, then the system saves those responses also. So, the system saves one set of responses per document, which is based on the last run question list on that document.
After your document is reviewed and you get the responses, you can additionally do the following:
Viewing the evidence of the response
The number icons beneath the answer indicate the count of evidence found in the document related to the question. To view the section in the document used to generate the answer, hover over a number icon.
Figure: Hover over a number to view the evidence
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: Location of evidence in the document
NOTES:
You can use either hover the evidence or select the. evidence to validate the generated answer.
Notice the
indicator in the upper-right corner of the preview window. If the indicator is
, you won’t be able to search or move to other evidences.
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, select the Copy to clipboard
icon.
Providing feedback on the quality and accuracy of the response
After you have 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
NOTE: Selecting either of these feedback options doesn’t send us the document, question, or the answer.
Exporting the responses
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
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 panelicon.
