Explore how to use pre-built use cases in DocuMine's Question Bank. Help your team work faster, standardise operations, and gain value instantly without manually crafting questions.
What is DocuMine?
DocuMine is an AI engine that eliminates the tedious task of manually searching through large volumes of documents. You can ask specific questions to receive precise answers. DocuMine automatically suggests answers to your questions and creates references to the relevant numbers, text, or sentences.
By replacing manual work with AI, users can focus on reviewing and validating data while staying in full control.
What is Question Bank?
Boost adoption instantly with Question Bank in DocuMine. Ready-to-use use cases help your team get started faster, standardise processes, and uncover value from day one without the friction of writing questions from scratch.
Pre-requisites
DataSnipper v25.2 or later
Accelerate or Elevate DataSnipper package
Access to the internet
User Management enabled on your organisation's license. This is a license-level configuration managed by your DataSnipper administrator or Customer Success Manager. Individual users cannot enable or check this setting themselves. If Question Bank is not appearing despite having the correct version and package, contact your CSM or internal DataSnipper admin to confirm User Management is active on your license.
Video tutorial
What the video covers
The video walks through selecting a pre-built use case from the DocuMine Question Bank, reviewing and adjusting the suggested questions, and running DocuMine against your documents to generate answers.
Step-by-step tutorial
Step 1: Open DocuMine
Click the DocuMine icon in the DataSnipper ribbon in Excel.
The DocuMine pane will appear on the right side of your screen.
Step 2: Select a use case from the Question Bank
An option to choose a use case from the Question Bank is now available in the pane.
Choose a use case, or click See all use cases for the complete list.
Step 3: Browse the Question Bank use cases
Step 4: Review and select questions
Review the list of questions, select or deselect as needed, and click Finish to complete.
Step 5: Confirm the selected questions
The input questions have been selected from the Question Bank.
Step 6: Select your source documents
In the DocuMine pane, select the document(s) you want to search for answers.
Click Start to initiate the DocuMine process.
Step 7: Start your review
Once DocuMine completes the process, click Start Reviewing to review the AI-generated answers in Excel.
Each cell will contain answers found in the document.
Answers will include Snips referencing the source document, making verification simple.
Step 8: Validate the answers
Confirm the accuracy of each answer by reviewing it carefully:
If the answer is correct, click Approve to save it in the designated cell. Approved answers will be highlighted as pink Snips, confirming your review is complete.
If the answer is incorrect, click X to discard it. Rejecting an answer will remove both the incorrect answer and its associated Snips.
Click the pencil icon on the Answer Card to launch the Answer Refiner.
Read more about how to edit AI-generated answers using Answer Refiner in DocuMine.