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Creating a Dossier

Three ways to create a dossier. Pick whichever fits the workflow you're already in.

From the Dossiers page​

The simplest path.

  1. Dossiers in the sidebar.
  2. Click Create Dossier in the top right.
  3. Enter a title and (optional) description.
  4. Save.

You now have an empty dossier. Use + Add Items on the dossier detail page to fill it.

From Search results​

The most common path — you've found items via search, you want them in a dossier.

  1. Run your search and apply filters.
  2. Click Select to enter multi-select mode.
  3. Tick items, or Select all.
  4. In the toolbar that appears at the bottom, click Add to Dossier.
  5. Pick an existing dossier, or click + New Dossier to create a new one with your selection as initial contents.

See Selecting and adding.

From an accession​

Useful when an entire accession is relevant to a project.

  1. Open the accession.
  2. Click Explore in the header — this scopes a Research & Explore session to the accession; from there you can save items into a dossier.
  3. Alternatively, multi-select items on the Items tab and use Add to Dossier.

Adding items later​

On the dossier detail page:

Dossier detail

  • + Add Items (top right) — opens an item picker. Browse your accessions, tick items, confirm.
  • Items can be removed with the × icon on each item row.

There's no AI involved in choosing which items are in a dossier — it's a human decision. The Archiver only helps you find candidates faster.

Editing the dossier itself​

  • Click the title to rename
  • Click the description ("Click to add description…") to add or edit description
  • Delete in the top right — confirms before removing the dossier (items themselves are not affected)

Sharing a dossier​

On Team and Enterprise plans, dossiers are automatically visible to every seat in the workspace. The Members column on the Dossiers list shows who has interacted with each.

On Professional, dossiers are private to your account. Upgrade to Team to share.

What's next?​

  • Run Quick Analysis — a 30–60 second AI summary of what's in the dossier
  • Run Full Analysis (Enterprise) for a comprehensive narrative, timeline, themes, gaps, and research questions
  • Explore the dossier — start a chat session scoped to its contents
  • Export the dossier as a PDF report or BagIt package