How to leverage Question Bank use cases in DocuMine

Explore how to use pre-built use cases in DocuMine’s Question Bank. Help your team work faster, standardize 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, standardize processes, and uncover value from day one without the friction of writing questions from scratch.

Pre-requisites:

• DataSnipper version 25.2 or later
• Accelerate or Elevate DataSnipper package
• Access to the internet
• User Management enabled in Admin

Video Tutorial

Step-by-step tutorial

Step 1: Open DocuMine

1. Click the DocuMine icon in the DataSnipper ribbon in Excel. 
   
2. The DocuMine pane will appear on the right side of your screen.

 Step 2: Select a use case from the Question Bank

1. An option to choose a use case from the Question Bank is now available in the pane.

2. Choose a use case, or click "See all use cases" for the complete list.

Step 3: Select a use case from the Question Bank

Step 4: Review the list of questions, select or deselect as needed, and click Finish to complete.

Step 5: The input questions have been selected from the Question Bank

Step 6: Select Your Source Documents

1. In the DocuMine pane, select the IT Policy document(s) you want to search for answers.
2. Click "Start" to initiate the DocuMine process.

Step 7: Start your review

1. Once DocuMine completes the process, click "Start Reviewing" to review the AI-generated answers in Excel.
2. Each cell will contain answers found in the document.
3. Answers will include Snips referencing the source document, making verification simple.

Step 8: Validate the answers

1. 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.

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