Getting started

What Dossier does, signing up and creating your organization.

30 answers · Content reviewed 2 October 2026

What is Dossier for?

Turning source evidence into a reviewed health-technology submission, with a team working around the same project.

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Is Dossier just an AI writing tool?

No. It combines evidence preparation, project context, Word forms, AI assistance, references and team collaboration.

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Who is it intended for?

People preparing and reviewing evidence submissions, including researchers, medical writers and market-access teams.

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What is the usual workflow?

Create a project, add sources and PICOs, open a deliverable, fill and review it, then export.

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Does Dossier replace Word with an online questionnaire?

No. The deliverable remains a Word document, edited through embedded Collabora Writer.

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What does the AI actually help with?

Autofill finds relevant source evidence. Summarize helps rewrite reviewed field content.

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Does the AI make the final submission decisions?

No. You review suggestions and decide what becomes part of the document.

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Is Dossier only for Canadian submissions?

No. It supports several jurisdictions and template families. CDA-AMC Sponsor Evidence is a principal testing focus.

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Can I work without using AI?

Yes. You can organize projects, write in documents, collaborate, manage citations and export without generating suggestions.

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Is Dossier designed for phones?

No. The application is desktop-focused, especially for document authoring and review.

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Can I sign up without being invited?

Yes. Public self-service signup is supported.

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Do I need to choose a paid plan during signup?

No. Normal signup starts with a Free organization.

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Do I need a credit card to start?

Not in the current Free signup flow.

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Am I asked to name my organization?

Yes. You choose its name rather than receiving an automatically named organization.

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When is my organization created?

After you verify your email and explicitly confirm its creation.

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Am I the owner of that organization?

Yes. Creating your own organization makes you its owner.

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Do I need a Gmail address?

No. Google manages authentication, but you can use another email address.

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Is Google-managed authentication the same as a Google social-login button?

No. Dossier's established sign-in experience uses email and password.

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What if I forget my password?

Use Forgot password on the sign-in screen to receive the account-recovery email.

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Does an ordinary login create another organization?

No. Signing in and creating an organization are separate actions.

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What is an organization?

Your team's space for membership, permissions, projects, plan and usage.

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Is a workspace a different object?

No. Organization is the name for your team and its projects, permissions and plan.

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Can one account belong to several organizations?

Yes. Each membership has its own permissions.

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Can I switch between organizations?

Yes, through the account and organization-selection controls.

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Does switching organizations join me to one?

No. You can switch only to an organization you are authorized to access.

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If I join someone else's organization, can I later create my own?

Yes. Joining first does not trap you in that organization.

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Where do I create another organization?

Use Create organization in the account menu or organization-entry screen.

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Does creating my own organization change my role in another team?

No. You become owner of the new organization; your existing memberships remain separate.

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Do my projects move when I switch organizations?

No. Projects remain in their original organization.

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Does losing access to one organization remove my other memberships?

No. Those memberships are independent.

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Read the Dossier help overview for scope and review information.