Sources and preparation
Upload evidence, prepare it for AI and understand progress, reuse and cost.
What counts as source material?
Evidence you want to consult or use for drafting, such as a CSR, study, dossier or review.
Link to this answerCan I upload my own documents?
Yes. You do not have to use the Palmera Library.
Link to this answerWhich source formats support AI preparation?
PDF and Word DOCX.
Link to this answerCan I store other file types?
Yes, but storing a file does not mean it can be prepared for Autofill.
Link to this answerCan I upload several files together?
Yes. Each receives a classification.
Link to this answerCan I apply one classification to the whole batch?
Yes, using Apply to all.
Link to this answerIs Clinical study report a supported classification?
Is Systematic literature review a supported classification?
How many source documents can a project contain?
The established working limit is 30 active source documents.
Link to this answerCan I open or download the original before preparing it?
Yes. Preparation is for AI use, not a prerequisite for accessing your uploaded file.
Link to this answerDoes uploading automatically authorize AI preparation?
No. Preparation requires an explicit user action.
Link to this answerHow do I start preparation?
Choose Prepare for AI, review the preparation information and confirm Start preparation.
Link to this answerWhat do I see before confirming?
The document's measured pages, required preparation allowance and any available reuse.
Link to this answerCan I decide not to prepare yet?
Yes. Choose Not now.
Link to this answerDoes preparation alter my original source file?
What does preparation do?
It makes the source's text, tables and supporting context available for evidence retrieval.
Link to this answerCan I see preparation progress?
Yes. Dossier shows stages and measured progress where available.
Link to this answerMust I keep the page open?
No. Preparation continues after you leave the page.
Link to this answerDoes Ready mean the document has been expertly reviewed?
No. It means the preparation required for use has completed, not that every extracted detail is guaranteed correct.
Link to this answerCan I cancel preparation?
The person who started the run can cancel it. Stopping paid work and releasing reservations may take time.
Link to this answerHow long does preparation take?
It depends on document length, complexity and whether earlier work can be reused. Follow the stages and any estimate shown for your document.
Link to this answerIs one preparation time valid for every document?
No. A short document and a several-thousand-page CSR are very different workloads.
Link to this answerWhere can I inspect the time taken?
Preparation details shows recorded attempts and stage timings.
Link to this answerCan historical timing information be missing?
Yes. Missing measurements remain unknown, not zero.
Link to this answerDoes reusing an existing preparation consume preparation pages again?
Matching reusable preparation requires no new preparation pages.
Link to this answerIf I upload the same file in two projects, must it be prepared twice?
Matching files can reuse preparation within the same organization while keeping separate project assets.
Link to this answerCan another organization silently reuse my private preparation?
No. Private reuse remains organization-scoped.
Link to this answerDoes preparing my source publish it to the Palmera Library?
No. Library publication is separate and staff-controlled.
Link to this answerDoes cancelling mean no provider cost was incurred?
No. Work may already have incurred provider costs, even when customer preparation pages are released.
Link to this answerCan every organization owner see Dossier's internal provider costs?
No. Internal cost reporting is a platform-administration concern, separate from your organization's allowance information.
Link to this answer