What is Dossier for?
Getting started
Turning source evidence into a reviewed health-technology submission, with a team working around the same project.
Read in Getting startedIs Dossier just an AI writing tool?
Getting started
No. It combines evidence preparation, project context, Word forms, AI assistance, references and team collaboration.
Read in Getting startedWho is it intended for?
Getting started
People preparing and reviewing evidence submissions, including researchers, medical writers and market-access teams.
Read in Getting startedWhat is the usual workflow?
Getting started
Create a project, add sources and PICOs, open a deliverable, fill and review it, then export.
Read in Getting startedDoes Dossier replace Word with an online questionnaire?
Getting started
No. The deliverable remains a Word document, edited through embedded Collabora Writer.
Read in Getting startedWhat does the AI actually help with?
Getting started
Autofill finds relevant source evidence. Summarize helps rewrite reviewed field content.
Read in Getting startedDoes the AI make the final submission decisions?
Getting started
No. You review suggestions and decide what becomes part of the document.
Read in Getting startedIs Dossier only for Canadian submissions?
Getting started
No. It supports several jurisdictions and template families. CDA-AMC Sponsor Evidence is a principal testing focus.
Read in Getting startedCan I work without using AI?
Getting started
Yes. You can organize projects, write in documents, collaborate, manage citations and export without generating suggestions.
Read in Getting startedIs Dossier designed for phones?
Getting started
No. The application is desktop-focused, especially for document authoring and review.
Read in Getting startedCan I sign up without being invited?
Do I need to choose a paid plan during signup?
Do I need a credit card to start?
Am I asked to name my organization?
Getting started
Yes. You choose its name rather than receiving an automatically named organization.
Read in Getting startedWhen is my organization created?
Getting started
After you verify your email and explicitly confirm its creation.
Read in Getting startedAm I the owner of that organization?
Do I need a Gmail address?
Getting started
No. Google manages authentication, but you can use another email address.
Read in Getting startedIs Google-managed authentication the same as a Google social-login button?
Getting started
No. Dossier's established sign-in experience uses email and password.
Read in Getting startedWhat if I forget my password?
Getting started
Use Forgot password on the sign-in screen to receive the account-recovery email.
Read in Getting startedDoes an ordinary login create another organization?
Getting started
No. Signing in and creating an organization are separate actions.
Read in Getting startedWhat is an organization?
Getting started
Your team's space for membership, permissions, projects, plan and usage.
Read in Getting startedIs a workspace a different object?
Getting started
No. Organization is the name for your team and its projects, permissions and plan.
Read in Getting startedCan one account belong to several organizations?
Can I switch between organizations?
Does switching organizations join me to one?
Getting started
No. You can switch only to an organization you are authorized to access.
Read in Getting startedIf I join someone else's organization, can I later create my own?
Where do I create another organization?
Getting started
Use Create organization in the account menu or organization-entry screen.
Read in Getting startedDoes creating my own organization change my role in another team?
Getting started
No. You become owner of the new organization; your existing memberships remain separate.
Read in Getting startedDo my projects move when I switch organizations?
Does losing access to one organization remove my other memberships?
Who can invite teammates?
Your team and roles
An owner or another member with invitation-management permission. From Members, choose Invite people, enter the email addresses and permissions, then choose Create.
Read in Your team and rolesCan I invite several people together?
Your team and roles
Yes. The invitation form accepts multiple email addresses.
Read in Your team and rolesCan I choose their permissions when inviting them?
Does sending an invitation immediately make someone a member?
Does a new invitee have to create their own organization first?
Your team and roles
No. They create their account and can join the inviting organization directly.
Read in Your team and rolesWhat if the invitee already has a Dossier account?
Your team and roles
They sign in with the invited email address and accept.
Read in Your team and rolesCan someone accept using a different email address?
Your team and roles
No. The signed-in, verified email must match the invitation.
Read in Your team and rolesCan an invitee decline?
Can I cancel or resend an invitation?
Your team and roles
Yes. Resending applies to a pending, unexpired invitation; cancellation prevents acceptance.
Read in Your team and rolesDoes an invitation automatically grant access to a private project?
Your team and roles
No. Organization membership and private-project access are separate.
Read in Your team and rolesWhat is the difference between being an owner and having administrative permissions?
Your team and roles
Ownership is a distinct organization role. Administrative permissions do not transfer ownership.
Read in Your team and rolesCan an invitation make someone an owner?
Your team and roles
No. Ownership must be transferred explicitly after they join.
Read in Your team and rolesCan I create custom roles?
Your team and roles
Yes, if you have permission to manage organization roles.
Read in Your team and rolesCan I assign the same custom role to several people?
If I change that role, do all assigned people receive the change?
Your team and roles
Yes. Their assignment follows the current role definition.
Read in Your team and rolesMust people sign out and back in to receive permission changes?
Can I give one person permissions different from their role?
Your team and roles
Yes. Individual permissions are distinct from a live named-role assignment.
Read in Your team and rolesCan I return someone to the organization's default member permissions?
Do changes to default member permissions affect everyone?
Your team and roles
No. Owners, named-role assignments and individual overrides are kept separate.
Read in Your team and rolesCan I delete a role that people still use?
Your team and roles
Not while it remains assigned. Reassign those people first.
Read in Your team and rolesWhat is a group for?
Your team and roles
Organizing people and sharing project access with the group instead of managing every person separately.
Read in Your team and rolesDoes joining a group automatically grant access to all projects?
Can a group be a project Reader or Editor?
What happens when I add someone to a group with project access?
Your team and roles
They inherit that group's access, subject to their organization permissions.
Read in Your team and rolesWhat happens when I remove someone from a group?
Your team and roles
They lose access supplied by that group, but retain any independent grants.
Read in Your team and rolesAre group Owner, Admin and Member the same as organization roles?
Does creating a group make me its owner?
What does Duplicate group copy?
Your team and roles
Its name and metadata, not its membership or project permissions.
Read in Your team and rolesWhat happens when groups are merged?
Your team and roles
Membership and shared-project grants are combined into the target; existing target roles and settings are retained.
Read in Your team and rolesDoes deleting a group delete its projects or documents?
Your team and roles
No. It removes the group and its grants, not the shared work.
Read in Your team and rolesWhat does Reader access allow?
Sharing and collaboration
Reading project content, within the person's organization-level permissions.
Read in Sharing and collaborationWhat does Editor access allow?
Sharing and collaboration
Editing project content, subject to the permissions required for each operation.
Read in Sharing and collaborationIs project Editor access enough to perform every action?
Sharing and collaboration
No. Actions such as approving tasks or managing sharing require their own permissions.
Read in Sharing and collaborationCan someone belong to the organization but not see a private project?
Can I share a project with both individuals and groups?
If I remove one grant, can another grant keep the person's access?
Sharing and collaboration
Yes. Dossier considers independent access paths.
Read in Sharing and collaborationCan I see why someone has access?
Sharing and collaboration
The project's access view explains direct and group-derived access.
Read in Sharing and collaborationDoes an organization-visible project mean anyone on the internet can open it?
Sharing and collaboration
No. Organization visibility is not anonymous public publishing.
Read in Sharing and collaborationWhat happens to an open document when access is removed?
Sharing and collaboration
The person's access is revoked. The still-open view must not continue accepting saved edits.
Read in Sharing and collaborationDoes restoring access silently upgrade an old read-only document session?
Sharing and collaboration
No. Open a fresh authorized editing session through the reopen or editing action offered by Dossier.
Read in Sharing and collaborationCan two people work in the same Word deliverable?
Can we leave and reply to comments?
Sharing and collaboration
Yes. Native document comments support collaboration and preserve author identity.
Read in Sharing and collaborationDoes someone being online mean they are editing my document?
Sharing and collaboration
No. Organization presence and the document's active collaborators are different indicators.
Read in Sharing and collaborationCan I assign a task to a teammate?
Sharing and collaboration
Yes, if they are eligible to access the project and their task.
Read in Sharing and collaborationCan someone receive a task through group-derived project access?
Sharing and collaboration
Yes. A separate direct project grant is not required.
Read in Sharing and collaborationHow does the assignee find the task?
Sharing and collaboration
Through their notification or the project's Work area.
Read in Sharing and collaborationIs marking a task Done the same as approving it?
Sharing and collaboration
No. Completion and final approval are separate.
Read in Sharing and collaborationDoes approving a task lock the Word document?
Sharing and collaboration
No. Task approval and document locking are separate actions.
Read in Sharing and collaborationDoes leaving the organization delete someone's contributions?
Sharing and collaboration
No. Removing access is not deletion of shared project work.
Read in Sharing and collaborationShould I assume everything is saved because I can see it on screen?
Sharing and collaboration
No. Check the save state. Visible local edits are not the same as acknowledged saved content.
Read in Sharing and collaborationWhat does the Free plan allow for team size?
Plans and limits
Three members, including the owner, in the current plan configuration.
Read in Plans and limitsHow many active projects does Free allow?
How much storage does Free include?
Plans and limits
500 MB in the current plan configuration. Usage & limits shows your organization's actual allowance.
Read in Plans and limitsAre AI drafting and source preparation the same allowance?
Plans and limits
No. Drafting usage and source-preparation pages are separate.
Read in Plans and limitsDoes an invitation reserve a member seat?
What happens if the organization is full when someone accepts?
Plans and limits
The invitation remains unaccepted. An organization owner must free a seat or upgrade before the person can join.
Read in Plans and limitsCan two people take the last seat simultaneously?
Plans and limits
No. Admission allows only one person to take the remaining seat.
Read in Plans and limitsWhat happens if I invite too many people in one batch?
Plans and limits
The batch is refused without creating partial invitations. You can edit the retained draft.
Read in Plans and limitsCan I upgrade when I reach a limit?
Plans and limits
Yes, if you have the required organization-management permission.
Read in Plans and limitsDoes choosing a plan currently charge a card?
Plans and limits
No. In the current beta, confirming a plan changes its limits without a connected billing checkout. This is not a promise about future pricing.
Read in Plans and limitsWhat does a project contain?
Projects and PICOs
Submission context, sources, PICOs, deliverables and team work.
Read in Projects and PICOsMust I complete every context field before creating a project?
Can a project concern a drug or a medical device?
Projects and PICOs
Yes. Those are supported product categories, alongside Other.
Read in Projects and PICOsWhy does the project's jurisdiction matter?
Projects and PICOs
It provides submission context and helps select the appropriate evidence-planning knowledge.
Read in Projects and PICOsDoes creating a project automatically create a PICO?
Does creating a project automatically create a deliverable?
Can I edit project context later?
What is the difference between archiving and deleting a project?
Projects and PICOs
Archiving preserves it and frees active-project capacity. Deletion is a separate, destructive action.
Read in Projects and PICOsCan I restore an archived project?
Projects and PICOs
Yes, provided the plan has enough active-project capacity.
Read in Projects and PICOsDoes the project welcome tour change my data?
Projects and PICOs
No. It guides navigation; it does not upload files, create answers or run AI.
Read in Projects and PICOsWhat is a PICO used for?
Projects and PICOs
Defining the decision problem and context that guide evidence selection.
Read in Projects and PICOsIs a PICO itself source evidence?
Projects and PICOs
No. It describes what you are investigating; it is not proof of a clinical finding.
Read in Projects and PICOsCan I save an incomplete PICO?
Do I have to mark a PICO Final before using it?
Projects and PICOs
No. There is no manual Final-status gate in the current workflow.
Read in Projects and PICOsWhat does PICO completeness mean?
Projects and PICOs
Required context sections contain information. It does not mean expert approval.
Read in Projects and PICOsHow many PICOs can a project contain?
Can I reorder PICOs?
Projects and PICOs
Yes. Reordering preserves their identities and authored content.
Read in Projects and PICOsCan I reuse outcomes or notes from earlier PICOs?
Projects and PICOs
Yes. Copy from previous PICOs supports those sections and confirms replacement.
Read in Projects and PICOsCan two people edit a PICO simultaneously?
Projects and PICOs
Changes to different sections are handled separately. Simultaneous edits to the same section are not character-by-character collaboration, so coordinate when editing the same passage.
Read in Projects and PICOsDoes Dossier automatically verify my PICO against the source literature?
Projects and PICOs
No. Do not treat completeness as source-grounded verification.
Read in Projects and PICOsWhat counts as source material?
Sources and preparation
Evidence you want to consult or use for drafting, such as a CSR, study, dossier or review.
Read in Sources and preparationCan I upload my own documents?
Sources and preparation
Yes. You do not have to use the Palmera Library.
Read in Sources and preparationWhich source formats support AI preparation?
Can I store other file types?
Sources and preparation
Yes, but storing a file does not mean it can be prepared for Autofill.
Read in Sources and preparationCan I upload several files together?
Can I apply one classification to the whole batch?
Is Clinical study report a supported classification?
Is Systematic literature review a supported classification?
How many source documents can a project contain?
Sources and preparation
The established working limit is 30 active source documents.
Read in Sources and preparationCan I open or download the original before preparing it?
Sources and preparation
Yes. Preparation is for AI use, not a prerequisite for accessing your uploaded file.
Read in Sources and preparationDoes uploading automatically authorize AI preparation?
Sources and preparation
No. Preparation requires an explicit user action.
Read in Sources and preparationHow do I start preparation?
Sources and preparation
Choose Prepare for AI, review the preparation information and confirm Start preparation.
Read in Sources and preparationWhat do I see before confirming?
Sources and preparation
The document's measured pages, required preparation allowance and any available reuse.
Read in Sources and preparationCan I decide not to prepare yet?
Does preparation alter my original source file?
What does preparation do?
Sources and preparation
It makes the source's text, tables and supporting context available for evidence retrieval.
Read in Sources and preparationCan I see preparation progress?
Sources and preparation
Yes. Dossier shows stages and measured progress where available.
Read in Sources and preparationMust I keep the page open?
Sources and preparation
No. Preparation continues after you leave the page.
Read in Sources and preparationDoes Ready mean the document has been expertly reviewed?
Sources and preparation
No. It means the preparation required for use has completed, not that every extracted detail is guaranteed correct.
Read in Sources and preparationCan I cancel preparation?
Sources and preparation
The person who started the run can cancel it. Stopping paid work and releasing reservations may take time.
Read in Sources and preparationHow long does preparation take?
Sources and preparation
It depends on document length, complexity and whether earlier work can be reused. Follow the stages and any estimate shown for your document.
Read in Sources and preparationIs one preparation time valid for every document?
Sources and preparation
No. A short document and a several-thousand-page CSR are very different workloads.
Read in Sources and preparationWhere can I inspect the time taken?
Sources and preparation
Preparation details shows recorded attempts and stage timings.
Read in Sources and preparationCan historical timing information be missing?
Sources and preparation
Yes. Missing measurements remain unknown, not zero.
Read in Sources and preparationDoes reusing an existing preparation consume preparation pages again?
Sources and preparation
Matching reusable preparation requires no new preparation pages.
Read in Sources and preparationIf I upload the same file in two projects, must it be prepared twice?
Sources and preparation
Matching files can reuse preparation within the same organization while keeping separate project assets.
Read in Sources and preparationCan another organization silently reuse my private preparation?
Sources and preparation
No. Private reuse remains organization-scoped.
Read in Sources and preparationDoes preparing my source publish it to the Palmera Library?
Sources and preparation
No. Library publication is separate and staff-controlled.
Read in Sources and preparationDoes cancelling mean no provider cost was incurred?
Sources and preparation
No. Work may already have incurred provider costs, even when customer preparation pages are released.
Read in Sources and preparationCan every organization owner see Dossier's internal provider costs?
Sources and preparation
No. Internal cost reporting is a platform-administration concern, separate from your organization's allowance information.
Read in Sources and preparationWhat is a template?
Templates, fields and guidance
An authored Word form with its structure, fillable fields and guidance.
Read in Templates, fields and guidanceWhat happens when I use a template in a project?
Templates, fields and guidance
Dossier creates an independent deliverable from it.
Read in Templates, fields and guidanceDo later template edits automatically change existing deliverables?
Templates, fields and guidance
No. Existing project documents remain independent snapshots.
Read in Templates, fields and guidanceCan I create a template from an uploaded Word document?
Templates, fields and guidance
Yes, with the relevant authoring permission.
Read in Templates, fields and guidanceCan I start with a blank template?
What does Mark fillable do?
Templates, fields and guidance
It identifies a native document area that users can fill.
Read in Templates, fields and guidanceDoes Unmark field delete the authored paragraph?
Templates, fields and guidance
It removes the fillable marking while preserving authored content. It is not a general paragraph-delete command.
Read in Templates, fields and guidanceWhy do fields have names?
Templates, fields and guidance
Names help people identify and navigate the form's intended answer areas.
Read in Templates, fields and guidanceWhat determines the order in Fields to fill?
Templates, fields and guidance
Their positions in the actual Word document, not alphabetical order or when they were created.
Read in Templates, fields and guidanceAre all fillable fields plain text?
Templates, fields and guidance
No. Supported fields include text, dates, choices, checkboxes, option groups and structured tables.
Read in Templates, fields and guidanceWhat is field guidance for?
Templates, fields and guidance
Explaining what belongs in a particular answer.
Read in Templates, fields and guidanceWho edits guidance?
Templates, fields and guidance
The template author, not the submitter.
Read in Templates, fields and guidanceWhere does an author edit ordinary guidance?
Templates, fields and guidance
In the guidance box beneath the field name, with Edit in Word available.
Read in Templates, fields and guidanceCan guidance contain paragraphs, bullets, formatting and images?
Templates, fields and guidance
Rich guidance can. Edit in Word provides the full document-editing experience.
Read in Templates, fields and guidanceWhy can some guidance not be edited in the lightweight box?
Templates, fields and guidance
Its rich structure cannot be represented there safely. Editing moves to Word rather than flattening it.
Read in Templates, fields and guidanceWhere does a submitter see guidance?
Templates, fields and guidance
In a read-only callout anchored beside the active document field, not as an extra guidance card in Fields to fill.
Read in Templates, fields and guidanceCan long guidance expand without leaving the document?
How do I see guidance's exact formatting or images?
How do I reopen guidance after closing it?
Templates, fields and guidance
Use the Guidance command. Clicking the same field again does not necessarily reopen a callout you closed.
Read in Templates, fields and guidanceDoes guidance become part of the submitted answer?
Templates, fields and guidance
No. It is separate metadata. Deliberately copying it into the answer would make that copied text document content.
Read in Templates, fields and guidanceWhat does Autofill need?
Autofill and evidence
A target field, a usable source and a selected PICO, or an explicit No PICO choice.
Read in Autofill and evidenceCan I select several sources for one Autofill request?
Autofill and evidence
The established workflow uses one source at a time.
Read in Autofill and evidenceHow do I build an answer from several sources?
Autofill and evidence
Review and apply one source's suggestion, then generate from another and choose how to incorporate it.
Read in Autofill and evidenceDoes generating a suggestion change my document?
Can I request an alternative for an already-filled field?
Autofill and evidence
Yes. Generation and applying the alternative remain separate.
Read in Autofill and evidenceDoes whole-document Autofill overwrite completed answers?
Autofill and evidence
It targets empty or untouched template fields, preserving accepted answers.
Read in Autofill and evidenceDoes Autofill use the field's guidance?
Autofill and evidence
Yes, alongside its name, native type and relevant project context.
Read in Autofill and evidenceDoes jurisdiction-specific Autofill mean manually assigning obscure rules to fields?
Autofill and evidence
No. Relevant jurisdiction knowledge is selected automatically. Authors do not need internal rule identifiers.
Read in Autofill and evidenceCan Autofill fill a current submission date or human declaration from an old source?
Autofill and evidence
Those are current-document or human decisions, not findings to copy from another document.
Read in Autofill and evidenceDoes no suggestion mean the source contains no evidence?
Autofill and evidence
Not necessarily. Lack of supporting evidence and a preparation or generation failure are different situations.
Read in Autofill and evidenceCan I edit a suggestion before applying it?
Where do I make quick edits?
Autofill and evidence
In the editable suggestion box in the Autofill sidebar.
Read in Autofill and evidenceCan I enlarge the suggestion area?
Autofill and evidence
Yes. The suggestion surface is resizable, and the panel can be widened.
Read in Autofill and evidenceWhat if I need full Word formatting?
Does editing that Word review immediately change the submission?
Autofill and evidence
No. It is a separate review document until you apply the result.
Read in Autofill and evidenceCan I append instead of replacing my existing answer?
Autofill and evidence
Yes. Existing prose can offer Add after existing answer, alongside other valid placement choices.
Read in Autofill and evidenceCan I insert at the cursor or replace selected text?
Autofill and evidence
When Writer supplies a valid target within the field, that option is offered.
Read in Autofill and evidenceIs replacing the entire answer treated as destructive?
Autofill and evidence
Yes. It is distinguished from adding content, with Cancel available.
Read in Autofill and evidenceMust I reject the old suggestion before generating from another source?
Autofill and evidence
No. A new request replaces that field's current offer without first requiring rejection.
Read in Autofill and evidenceDoes Reject undo an answer I already applied?
Autofill and evidence
No. Rejecting an offer and undoing a document edit are different actions.
Read in Autofill and evidenceCan an Autofill suggestion carry supporting references?
Autofill and evidence
Yes. Its stored result can contain source evidence and reference information.
Read in Autofill and evidenceHow can a text answer retain evidence information?
Autofill and evidence
Dossier stores associated evidence metadata separately from the visible answer text.
Read in Autofill and evidenceWhat does that evidence information identify?
Autofill and evidence
The source document, relevant passage, location, excerpt and the accepted answer fragment it supported.
Read in Autofill and evidenceAre citation numbers the same as that evidence history?
Autofill and evidence
No. Visible citations and internal evidence associations are related but different.
Read in Autofill and evidenceDoes copying the lightweight suggestion manually preserve everything?
Autofill and evidence
Do not rely on it. Ordinary copy/paste does not perform the same evidence-acceptance operation as Use suggestion.
Read in Autofill and evidenceWhat is the safest way to retain Dossier's evidence associations?
Autofill and evidence
Apply the reviewed suggestion through Dossier's normal application controls.
Read in Autofill and evidenceWhat if I substantially rewrite the suggestion?
Autofill and evidence
Source history can remain, but the edited wording must not be presented as unchanged, machine-verified evidence.
Read in Autofill and evidenceDoes formatting alone necessarily invalidate the evidence?
Autofill and evidence
No. Formatting changes and substantive wording changes are treated differently.
Read in Autofill and evidenceWhat if I insert a citation while editing the suggestion in Word?
Autofill and evidence
Native citations in the reviewed Word content transfer with the accepted target content through the supported review workflow.
Read in Autofill and evidenceIf the source changes later, does an old suggestion remain valid automatically?
Autofill and evidence
No. Dossier checks whether its supporting passages still match and can withhold a stale suggestion.
Read in Autofill and evidenceWhat does Summarize summarize?
Summarize
The existing content of one prose-capable field, not the whole source library.
Read in SummarizeHow is Summarize different from Autofill?
Summarize
Autofill brings relevant evidence into a proposed answer. Summarize rewrites the field's reviewed material.
Read in SummarizeWhy might Summarize be unavailable?
Can Summarize synthesize a field with no usable references?
Summarize
The established pipeline does not produce a synthesis for a wholly reference-free box.
Read in SummarizeCan it name a trial that is not written in the field?
Summarize
It can use grounded name and setting context attached to the correct reference, not invent a name from general knowledge.
Read in SummarizeCan that extra context introduce new findings?
Summarize
No. Its permitted purpose is identifying and situating the referenced source.
Read in SummarizeAre warnings proof that a summary is wrong?
Does no warning prove the summary is correct?
Summarize
No. Expert review remains necessary, including checking figures, qualifiers and attribution.
Read in SummarizeCan I edit or reject the summary?
Summarize
Yes. You can keep your text, review and edit the suggestion, or replace the field with the accepted version.
Read in SummarizeCan I inspect what an accepted summary was based on?
Summarize
Accepted summaries retain original material and evidence for review and audit.
Read in SummarizeWhich reference manager is supported?
Is my Zotero connection personal or organization-wide?
Citations and export
Personal. Your colleagues do not automatically receive access to your library or key.
Read in Citations and exportMust we create a shared Zotero group to cite our own references?
Where do I insert a citation in Word?
Citations and export
Through the References tools and the Zotero citation picker.
Read in Citations and exportWhy am I asked for a citation style initially?
Citations and export
The document needs a citation preference before rendering its first citation.
Read in Citations and exportCan accepted source evidence create citations without a personal Zotero connection?
Citations and export
Yes. Dossier can create native source-evidence citations during supported Autofill and Summarize acceptance.
Read in Citations and exportWhere does the References list go?
Citations and export
A designated References field takes precedence. Otherwise, supported insertion paths can create it at the document end.
Read in Citations and exportWhat is the difference between Add/Edit Bibliography and Refresh?
Citations and export
Add/Edit Bibliography creates or updates the list. Refresh updates existing citation rendering and bibliography content.
Read in Citations and exportCan I edit generated bibliography entries by hand?
Citations and export
Word may allow it, but refreshing can overwrite those edits. Correct the underlying reference information instead.
Read in Citations and exportAre PICO citations exactly the same as Word citations?
Citations and export
No. They use Zotero references in a separate rich-text editor; full Word bibliography behavior is not identical.
Read in Citations and exportWhich deliverable export formats are supported?
Does export combine the entire project into one file?
Citations and export
No. The established export workflow selects an individual deliverable.
Read in Citations and exportCan I export an unfinished draft?
Citations and export
Yes. Unfilled fields do not by themselves prohibit export.
Read in Citations and exportWhat should I do with tracked changes before exporting?
Citations and export
Resolve them in Word. Unresolved tracked changes can block export.
Read in Citations and exportDoes exporting from the open editor save my work first?
Citations and export
The normal workflow waits for the required save before exporting.
Read in Citations and exportDoes export repair or refresh my bibliography?
Can I leave while an export is being prepared?
Citations and export
Yes. Export runs as a job, and the result can be downloaded later.
Read in Citations and exportDoes DOCX export automatically strip comments and guidance metadata?
Citations and export
No. Do not treat it as an automatic sanitization operation.
Read in Citations and exportCan I send an exported file to someone without a Dossier account?
Can revoking Dossier access recall files someone already downloaded?
Citations and export
No. Access control cannot retrieve copies already outside the application.
Read in Citations and export