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Getting started with DocuMine

An introduction to DocuMine, DataSnipper's AI engine: how it works, key terms (questions, answers, Snips, Focus Mode, Command Bar), and where to find use-case guides. Requires v6.2 or later.

Learn how to efficiently perform your procedures using DocuMine.

What is DocuMine?

DocuMine is an AI engine that removes the tedious task of manually searching through large volumes of documents. You ask specific questions and receive precise answers. DocuMine automatically suggests answers and creates references to the relevant numbers, text, or sentences, so you can focus on reviewing and validating data while staying in full control.

Prerequisites

  • DataSnipper v6.2 or later

  • User Management enabled in Admin

  • Accelerate or Elevate DataSnipper package

  • Access to the internet

Video walkthrough

What the video covers

The walkthrough gives a general introduction to DocuMine: writing a question in Excel, running DocuMine, and reviewing the AI-suggested answers with their source Snips.

DocuMine glossary

Question. A query written directly in the Excel sheet to instruct DocuMine to find specific information within your documents. It is the starting point for finding key insights.

Answer. The information DocuMine finds and generates based on your question, drawn directly from the documents. Answers still to be reviewed are coloured gray; approved answers are coloured pink.

Snips. References to the specific sections of the source document used to generate an answer. Snips make it easy to verify and validate the information, ensuring traceability.

Answer Card. A dedicated card where DocuMine displays your question, the generated answer, and the references (Snips) to the source document, giving full transparency for your review.

Focus Mode. A distraction-free window to review and validate individual answers and the associated document more efficiently. Shortcuts: press V to approve an answer, X to reject, and the left and right arrow keys to navigate.

Command Bar. A quick-access feature to ask a single question and search within a specific document, ideal for finding answers without interrupting your workflow. Activate it with Ctrl + Alt + Space.

Team-specific use cases

The Knowledge Base offers use-case articles tailored to specific audit and finance procedures, including DocuMine for loan agreement reviews, lease agreement reviews, board minute reviews, and purchase agreement reviews.

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