How to submit Ask Legal requests

Instructions for how to submit an Ask Legal request via the Web App, Teams or Slack

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Overview
Submit from the Web App
Submit from Microsoft Teams
Submit from Slack

Overview

Once you have setup and enabled an Ask Legal template you and your business users can start submitting Ask Legal requests.

Submitting a new Ask legal request can be done from a number of starting points:

• From the Summize web application.
• From Microsoft Teams via the Summize Assistant Bot
• From Slack via the the Summize Assistant Bot

Submit from the Web App

To submit a new Ask legal request from the Summize web application, follow these simple steps:

1. Sign into Summize.
2. Navigate to Requests.
3. Click the ‘New request’ button located in the page header (top-right).
4. A menu with some options will appear.
5. Click the ‘Ask Legal’ option.
6. A panel with some options will appear.
7. Enter a friendly name for the request in the first field called ‘Request Name’.
   Note: The name you enter here will become part of the Request ID, we recommend something memorable to help you find this request in the future. Note: This field is mandatory and must have a value in order to submit a request.
8. Select a template from the second option called ‘Select a template’.
9. The intake questions for the template you selected will appear below.
10. Enter your answer for each of the questions.
11. Click the ‘Add file’ button in the ‘Attachments’ section if you want to upload any files or documents that are relevant to your request.
    Note: All file types are supported and no individual file can be more than 10 MB in size.
12. Click the ‘Submit request’ button located in the panel footer (bottom-left).
13. Your request will be generated and you will be taken to the request view.
    
    In the video below you will see the steps described above.

Submit from Microsoft Teams

To submit a new Ask legal request from Microsoft Teams using the Summize Assistant Bot, follow these simple steps:

1. Go to Microsoft Teams.
2. Go the Summize Assistant Bot and login.
3. Select the Ask Legal button, or type ‘ask legal’ as a new message and press enter or click send.
4. A new message card will appear with a dropdown option asking you what you need help with.
5. Select an option from the list of available templates then click ‘Confirm’.
6. If the template you selected has any initial guidance notes configured, these will appear as the next message. Click ‘Continue’ once you have read and acknowledged the message.
7. You will then be asked a series of questions by the Summize Assistant Bot through a chat experience.
8. Type and send your answer for each question you are asked.
9. When you have answered all questions, you will be asked to confirm if your answers are correct.
10. Click ‘Yes’ if you are happy with the answers you provided and want to continue - or click ‘No’ if you need to amend any of your answers.
11. After clicking ‘Yes’ you will be asked if you would like to upload any attachments.
12. Click ‘Yes’ if you want to add any attachments that are relevant to your request and follow the instructions - or click ‘No’ if you don’t want to add any attachments.
    Note: Attachments support all file types and no individual file can exceed 10 MB.
13. Once the attachment stage is complete you will be asked to enter a friendly name for your request.
14. Type a friendly name for the request as a new message and press enter or click send.
Note: The name you enter here will become part of the Request ID, we recommend something memorable to help you find this request in the future.
15. Please wait while the Summize Assistant Bot submits your new request.
16. Once submitted you will see a new message appear with details of your new Ask legal request including a link to view the request in Summize.
    
    In the video below you will see the steps described above.

Submit from Slack

To submit a new Ask legal request from Slack using the Summize Assistant Bot, follow these simple steps:

1. Go to Slack.
2. Go the Summize Assistant Bot.
3. Select the Ask Legal button, or type ‘ask legal’ as a new message and press enter or click send.
4. A new message will appear with a dropdown option asking you what you need help with.
5. Select an option from the list of available templates then click ‘Confirm’.
6. If the template you selected has any initial guidance notes configured, these will appear as the next message. Click ‘Continue’ once you have read and acknowledged the message.
7. You will then be asked a series of questions by the Summize Assistant Bot through a chat experience.
8. Type and send your answer for each question you are asked.
9. When you have answered all questions, you will be asked to confirm if your answers are correct.
10. Click ‘Yes’ if you are happy with the answers you provided and want to continue - or click ‘No’ if you need to amend any of your answers.
11. After clicking ‘Yes’ you will be asked if you would like to upload any attachments.
12. Click ‘Yes’ if you want to add any attachments that are relevant to your request and follow the instructions - or click ‘No’ if you don’t want to add any attachments.
    Note: Attachments support all file types and no individual file can exceed 10 MB.
13. Once the attachment stage is complete you will be asked to enter a friendly name for your request.
14. Type a friendly name for the request as a new message and press enter or click send.
Note: The name you enter here will become part of the Request ID, we recommend something memorable to help you find this request in the future.
15. Please wait while the Summize Assistant Bot submits your new request.
16. Once submitted you will see a new message appear with details of your new Ask legal request including a link to view the request in Summize.
    
    In the video below you will see the steps described above.