Streamline IT Policy reviews by automating the search for answers to key questions, saving time and ensuring consistency.
What is DocuMine?
AI-powered DocuMine 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.
Why use DocuMine for IT Policy reviews?
Reviewing IT Policies can be a daunting task, especially when dealing with extensive documentation. DocuMine drives real value with:
Time savings: Automates manual searches and accelerates reviews.
Consistency: Ensures thorough and uniform analysis across documents.
Traceability: Provides clear references to the source document, making audits easier.
Pre-requisites
DataSnipper v6.2 or later
User Management enabled in Admin
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers
The video walks through an IT Policy review in DocuMine: preparing the documents, defining questions in Excel, running DocuMine, and validating the AI-generated answers against their source Snips.
Example workbook
An example workbook for IT Policy review is shown in the video, including all of the listed questions and source documents.
Step-by-step guide
Step 1: Prepare your IT Policy document(s)
Before starting, upload your IT Policy document(s) to DataSnipper.
You can import documents with the Import or Organize buttons.
Step 2: Define your questions
Write down all the questions you need answers to in your Excel sheet. For example:
What is the objective or purpose of this policy document?
What is the date of issuance for this policy?
How does this policy address data privacy and confidentiality concerns?
Refer to the example workbook for common IT Policy review questions.
Step 3: Open DocuMine
Click on the DocuMine icon in the DataSnipper ribbon in Excel.
The DocuMine pane will appear on the right side of your screen.
Step 4: Select your input questions
Highlight or select the questions you have written in your Excel sheet.
Click Next in the DocuMine pane to proceed.
Step 5: Select your source documents
In the DocuMine pane, select the IT Policy document(s) you want to search for answers.
Click Start to initiate the DocuMine process.
Step 6: 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 7: 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 Reject to discard it. Rejecting an answer will remove both the incorrect answer and its associated Snips.
Use Command Bar to efficiently ask a single question in DocuMine. Command Bar is a quick-access feature designed to help you find answers instantly without interrupting your workflow. Ask a single question and search within a specific document, without configuring DocuMine.
Step 8: Use Focus Mode for detailed review (optional)
Focus Mode is a dedicated interface in DocuMine designed to help you efficiently review, approve, and reject answers. It simplifies your workflow by displaying one answer at a time while providing full context from the source documents.
Left side: Displays the question, answers, and the reference to the source (Snips).
Right side (Document Viewer): Shows the source document for reference.
Approve or reject: Validate the answers by either approving or rejecting them as needed.
With a clean layout and intuitive controls, Focus Mode ensures you can concentrate on the answers without distractions.
Use shortcuts to speed up: X to reject an answer, V to approve an answer, and the arrow keys to navigate between answers.
Improve reviews while increasing efficiency
Reviewing IT Policies with DocuMine is an efficient and reliable process that transforms a traditionally manual task into a streamlined, automated workflow. By leveraging AI, you can save time, maintain accuracy, and ensure compliance.