How to efficiently review Answers using Focus Mode

In this article, we’ll explore Focus Mode, its key benefits, and provide a step-by-step tutorial.

With Focus Mode, Auditors and finance professionals can review individual Answers with deeper context from Snips and the associated document. By streamlining the review process and highlighting key information, Focus Mode allows you to work faster, with greater accuracy, and with less effort.

Pre-requisites:

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

What Is Focus Mode?

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.

This feature is especially useful when handling complex or high-stakes reviews, such as loan agreements, lease agreements, sales contracts, board minutes, and more! With a clean layout and intuitive controls, Focus Mode ensures you can concentrate on the Answers without distractions.

Video Tutorial

Step-by-Step Guide: How to Use Focus Mode

Follow these steps to make the most of Focus Mode in DocuMine:

Step 1: Open Your Processed Worksheet

• Run your questions on selected documents in DocuMine.
• Once the process is complete, the worksheet will display:
  • Questions on the left.
  • Document names at the top.
  • Answers in the grid below.

Step 2: Enter Focus Mode

• Click the Focus Mode button at the top right of the Answer Card.
• Focus Mode pop-up will appear.

Step 3: Review the Layout

• Left Side: Displays the question, answers, and the reference to the source (Snips).
• Right Side (Document Viewer): Shows the source document for reference.
  

Step 4: Review Answers

• Focus on one answer at a time.
• Check if the answer fully addresses the question and appears accurate.

Step 5: Verify Context

• Use the Document Viewer to confirm the source of the answer.
• If an answer seems unclear, cross-check it directly with the relevant section of the document.

Step 6: Approve or Reject Answers

• Click Approve to confirm an answer.
• Click Reject if the answer is incorrect.
  
  

Step 7: Exit Focus Mode

• Once you’ve reviewed all the answers, click Exit Focus Mode to return to the main worksheet view.

Focus Mode in DocuMine significantly improves the way you review answers by offering a structured, efficient, and user-friendly interface. Whether you’re tackling loan agreements, lease agreements, or other document-intensive tasks, Focus Mode helps you work faster and smarter.

For more tips and tutorials, keep reading our Knowledge Base!