Getting started with DocuMine

Learn how to efficiently perform your procedures using DocuMine.

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.

Pre-requisites:

  • DataSnipper version 6.2 and later
  • DocuMine add-on module
  • User Management enabled in admin
  • Access to the internet

Let's get started

Watch this short video to get a general introduction to DocuMine.

DocuMine Glossary

Question

A query written directly in the Excel sheet to instruct DocuMine to find specific information within your documents. Think of it as the starting point for finding key insights.

Answer

The information found and generated by DocuMine based on your question. It includes the relevant data found directly from the documents.

  • Answers still to be reviewed: Colored Gray.
  • Approved Answers: Colored Pink.

Snips

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

Answer Card

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

Focus Mode

A distraction-free window that allows you to concentrate on reviewing and validating individual answers and the associated document more efficiently. Keyboard Shortcuts:

    • Approve an Answer: Press V.
    • Reject an Answer: Press X.
    • Navigate through Answers: Use the and arrow keys.

Command Bar

A quick-access feature to ask a single question and search within a specific document. Perfect for finding answers instantly without interrupting your workflow. Activate the Command Bar by pressing CTRL + ALT + SPACE.


 

Team-specific use cases

Our Knowledge Base offers a variety of use case articles tailored toward specific audit and finance procedures. Learn how to use DocuMine on: