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How to create new use cases for your team using Question Bank in DocuMine

Set up ready-to-use DocuMine use cases in Question Bank from the Dashboard, so your team can start faster and standardise their reviews.

Learn how to set up ready-to-use use cases for DocuMine using Question Bank. Help your team get started faster, standardise processes, and uncover value from day one without the friction of writing prompts from scratch.

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

  • User Management enabled in Admin

  • DataSnipper Dashboard Owner access

  • Accelerate or Elevate DataSnipper package

  • Access to the internet

Video tutorial

What the video covers

The video shows how to create a new Question Bank use case from the DataSnipper Dashboard: adding a title and description, entering questions, and saving or publishing the use case for your team.

Step-by-step tutorial

  1. Go to https://dashboard.datasnipper.com/.

  2. Click on the Question Bank tab.

Question Bank tab in the DataSnipper Dashboard

  1. Click on Create use case.

Create use case button

  1. On the new page that appears, enter a title and description (optional) for your new use case.

Entering a title and description for the new use case

  1. Next, click on Add Questions.

Add Questions button

  1. In this new field, you can now start typing your questions. Enter or paste multiple questions, placing each on a new line.

Typing questions, each on a new line

  1. When you have added all your questions, click Done.

Done button

  1. Your draft use case is now ready. You can choose to Save as Draft if you want to revisit later, Save & Publish to make it available to your team, or Duplicate.

Save as Draft, Save and Publish, or Duplicate options

  1. By navigating the Question Bank tab, you can view all the use cases you have created, either draft or published.

List of created use cases in the Question Bank tab

  1. By clicking on ... next to your published use case, you can choose to Move to Draft, Edit, Duplicate, or Delete.

Options for a published use case

  1. By clicking on ... next to your drafts, you can easily Publish them or Duplicate and keep editing.

Options for a draft use case

  1. All your published use cases will be readily available to all the DocuMine users within your organisation.

Read this article to learn how to leverage your Question Bank use cases as part of your workflows within Excel.

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