You can export each conversation or export conversations in bulk. Conversations can be either saved to iManage platform or your local device in different file formats.

For more information, refer to the following section:

Export each conversation

To export each existing conversations,

  1. Browse and access Ask panel. For more instructions on how to access Ask, refer to Access Ask panel.

  2. Do one of the following:

    • If you've opened the main panel, select Search in the left panel. All the conversations are displayed under Recent. All the saved conversations are displayed under Saved.

      ro_sep_81.png

      Select Ask and select ro_sep_83.png Options next to the conversation you want to export and then select Export conversation or Save to iManage.

      ro_oct_01.png

    • Alternatively, select View All to open all the conversations on the History page. On the History page, select ro_sep_86.png Actions next to the conversation you want to export and then select Export conversation or Save to iManage.

      ro_oct_04.png

    • If you’ve opened the side panel or floating panel, select Menu ro_sep_78.png in the Ask side panel or floating panel to display all the existing conversations. Select ro_sep_86.png Actions and next to the conversation you want to export and then select Export conversation or Save to iManage.

      ro_oct_05.png

    • Select and open the conversation in either Ask panel, Ask side panel, or Ask floating panel. Select ro_sep_86.png Actions next to the conversation you want to export and then select Export conversation or Save to iManage.

  1. Do one of the following:

    • If you have selected Export conversation, select one of the following options and the conversation is saved on your local device based on the selected format.

      • Export to Word

      • Export to Excel

      • Export as CSV

      • Export as Text

      • Diagnostic Export

        ro_oct_10.png

    • If you have selected Save to iManage, select one of the following options: Save as Word or Save as Excel. In the Save as iManage dialog that is displayed, browse and select the folder in which you want to save. The conversation is saved in the selected format in iManage platform.

      ro_oct_09.png

Export conversations in bulk

To export conversations in bulk,

  1. Browse and access Ask panel. For more instructions on how to access Ask, refer to Access Ask panel.

  2. Do one of the following:

    • If you've opened the main panel, select Search in the left panel. All the conversations are displayed under Recent. Select View All to open all the conversations on the History page. On the History page, select the conversations you want to export and then select Export conversation or Save to iManage.

      ro_oct_12.png

    • If you’ve opened the side panel or floating panel, select Menu ro_sep_78.png in the Ask side panel or floating panel to display all the existing conversations. Select the conversations you want to export and then select Export conversation or Save to iManage.

      ro_oct_11.png

  1. Do one of the following:

    • If you have selected Export conversation, select one of the following options and the selected conversations are saved on your local device based on the selected format.

      • Export to Word

      • Export to Excel

      • Export as CSV

      • Export as Text

        ro_oct_06.png

    • If you have selected Save to iManage, select one of the following options: Save as Word or Save as Excel. In the Save as iManage dialog that is displayed, browse and select the folder in which you want to save. The selected conversations are saved in the selected format in iManage platform.

      ro_oct_07.png