Skip to main content

Creating a Dossier

A Dossier is your research workspace in The Archiver. Here's how to create one and populate it with files.

note

Dossiers require a paid plan (Pro, Team, or Enterprise).

Method 1: Create from the Dossiers section​

  1. Click Dossiers in the left sidebar
  2. Click New Dossier
  3. Enter:
    • Name — give it a clear research title, e.g. "Smith Family — World War I"
    • Description — what question or theme this Dossier explores (optional)
  4. Click Create
  5. The empty Dossier opens — now add files (see below)

Method 2: Create from Search results​

  1. Run a search for relevant files
  2. Select the files you want (see Selecting & Adding)
  3. Click Add to Dossier in the selection toolbar
  4. Click Create new Dossier
  5. Enter a name and click Create

The selected files are added automatically.

Adding files to a Dossier​

Search for files → select them → click Add to Dossier → choose your Dossier.

From an Accession​

  1. Open an Accession
  2. Select the files you want (using checkboxes)
  3. Click Add to Dossier in the toolbar

From the Dossier itself​

  1. Open the Dossier
  2. Click Add files
  3. Browse or search your archive
  4. Select files and click Add

Removing files from a Dossier​

  1. Open the Dossier
  2. Hover over any file
  3. Click the × (remove) button

Removing a file from a Dossier does not delete it from your archive — it only removes it from this particular Dossier.

Next steps​

Once you've populated your Dossier with relevant files, you're ready to run an analysis: