Understand the work before importing the files.

ProofDesk: source to claim

1. Create a local case and preserve the originals separately.
2. Record each source’s origin, exact locator and limitations.
3. Link evidence as support, contradiction or context.
4. Review chronology, source ancestry and unresolved claims.
5. Inspect the private report and approved export scope.

Back up plaintext project files securely. A completed integrity check is not a truth verdict.

Field System: repeatable case work

1. Choose a template suited to the research question.
2. Keep case IDs and original source locators consistent.
3. Record review decisions and stress-test questions.
4. Inspect any edition-specific exchange before accepting it.

The 110-template catalogue and private exchange QA do not establish universal device or cross-product acceptance.

Research Edition: cited report review

Choose the report path and inspect its input/provider requirements. Review cited passages, uncertainties and extraction limits. Fusion combines related report work; bounded Autopilot requires consent and supported execution scope. Human approval remains necessary.

Studio: draft to output preparation

Organize the draft, source notes, revisions and editorial checks. Prepare the project JSON or website HTML export supported by the exact edition. Review file permissions, citations and private material before using any output. No automatic CMS publication is promised.