Citations and export
Connect Zotero, manage References and take your finished work with you.
Which reference manager is supported?
Zotero.
Link to this answerIs my Zotero connection personal or organization-wide?
Personal. Your colleagues do not automatically receive access to your library or key.
Link to this answerMust we create a shared Zotero group to cite our own references?
No. A personal library can be used.
Link to this answerWhere do I insert a citation in Word?
Through the References tools and the Zotero citation picker.
Link to this answerWhy am I asked for a citation style initially?
The document needs a citation preference before rendering its first citation.
Link to this answerCan accepted source evidence create citations without a personal Zotero connection?
Yes. Dossier can create native source-evidence citations during supported Autofill and Summarize acceptance.
Link to this answerWhere does the References list go?
A designated References field takes precedence. Otherwise, supported insertion paths can create it at the document end.
Link to this answerWhat is the difference between Add/Edit Bibliography and Refresh?
Add/Edit Bibliography creates or updates the list. Refresh updates existing citation rendering and bibliography content.
Link to this answerCan I edit generated bibliography entries by hand?
Word may allow it, but refreshing can overwrite those edits. Correct the underlying reference information instead.
Link to this answerAre PICO citations exactly the same as Word citations?
No. They use Zotero references in a separate rich-text editor; full Word bibliography behavior is not identical.
Link to this answerWhich deliverable export formats are supported?
DOCX and PDF.
Link to this answerDoes export combine the entire project into one file?
No. The established export workflow selects an individual deliverable.
Link to this answerCan I export an unfinished draft?
Yes. Unfilled fields do not by themselves prohibit export.
Link to this answerWhat should I do with tracked changes before exporting?
Resolve them in Word. Unresolved tracked changes can block export.
Link to this answerDoes exporting from the open editor save my work first?
The normal workflow waits for the required save before exporting.
Link to this answerDoes export repair or refresh my bibliography?
No. Update References in Word before exporting.
Link to this answerCan I leave while an export is being prepared?
Yes. Export runs as a job, and the result can be downloaded later.
Link to this answerDoes DOCX export automatically strip comments and guidance metadata?
No. Do not treat it as an automatic sanitization operation.
Link to this answerCan I send an exported file to someone without a Dossier account?
Yes. It is an ordinary downloaded DOCX or PDF.
Link to this answerCan revoking Dossier access recall files someone already downloaded?
No. Access control cannot retrieve copies already outside the application.
Link to this answer