You can use an existing rules saved as a CSV file and import it into 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. If you've opened the document in Microsoft Word, open the Ask iManage panel in Microsoft Word. For instructions, refer to Asking questions in a document.

2. Select Playbook to display the Playbooks dialog.

   Figure: Select question list drop-down menu

   

3. Select New playbook.

4. In the Create new playbook dialog, do the following:

   Figure: Create new playbook dialog

   

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

   2. In Description, enter any information that can provide additional information about the playbook—for example, information that can help you understand the purpose of the playbook and what it contains.

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

   4. Select Import and browse to the location where you have saved to import the rules.

   5. Select Done. The rule is saved.

   6. You may now proceed to add another rule to the Playbook.
      This Playbook is now available to you to apply to a selected document.