You have the possibility of running a question list through multiple documents in one go. You can choose many documents of the same type, like commercial lease agreements in a specific jurisdiction. Then, Ask iManage will read all those documents and get you answers from them.

NOTE: We strongly recommend that you validate Ask iManage responses with the evidence provided. AI can make mistakes.

On this page:

Reviewing multiple documents at once

  1. In iManage Work at cloudimanage.com, select the documents of your interest. You can also organize documents of a similar nature into folders for ease of selection.

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  2. Select the Ask iManage ask_side_04.png icon.

  3. On the Ask iManage matrix page, select Ask question in the right-side pane.

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  4. Select Question list and then a question list from the dialog that opens.
    The question list is applied to the list of the documents. Ask iManage reads through them and fetches the answers. The system can run the question list for a maximum of 50 documents at a time. After you select a question list, you can view the list of labels for which you'll get answers.

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    Ask iManage will read through all the unprocessed documents in the list. It may take a while for Ask iManage to fetch the answers based on the size and number of documents it has to read through.

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    After the document processing is complete, the answers are populated in a tabulated format. You may notice that some of the labels have the “Answer not found” response. This indicates that Ask iManage didn't find the related information in the document.

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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 and apply the same combination of documents and question list. Further, the responses are visible to every user in your environment, provided they apply the same combination of documents and question list, if the question list applied was Organization.

However, the system saves only the responses from the last run question list. If you or any other user re-runs the question list or runs a different question list for the same set of documents, the current set of responses are deleted and the system saves the latest responses.

After your documents are reviewed and you get the responses, you can additionally do the following:

Viewing the evidence of the response

  1. The number icons below the answer indicate the count of evidence found in the document related to the question.

    1. To view the section in the document that was used to generate the answer, hover over a number icon.

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    2. To view the location in the document where the evidence was found, select a number icon.

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NOTE: You can either hover over the evidence or select the evidence to validate the generated answer. To return to the Ask iManage page, select the back 29 back icon.png icon.

Copying the question and the responses to your local device

  1. To copy the answer for your intended use, select the Copy to clipboard 09 copy to clipbard icon.png icon.

Providing feedback on the quality and accuracy of the response

  1. After you've validated the answer, select the Good answer or Bad answer 10 Thumbs up and down icons.png 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 tabulated responses

  1. On the Ask iManage page, select the documents for which you want to export the answers, and then select Export your questions and answers download.png . The questions and answers are exported to your local device in the CSV, Microsoft Word, and Microsoft Excel formats.

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Deleting the questions list from the matrix

  1. Select the questions that you want to be removed from your list of documents, and then select trash.png Delete icon. The questions, along with the answers are removed from processing.

Closing Ask iManage page

  1. To close the Ask iManage page, select the X icon in the upper-right corner of the browser tab.