
Choose four representative files
Use a reflowable chapter, a fixed-layout reference, a scanned page and a file with internal links. Keep confidential material out of an early demonstration. An extension may be recognized while a complex layout still needs adaptation; record the actual file version and behavior.
Trace the import route
List the proposed transfer route and every dependency: a cable, removable storage, a browser, an app or an account. Note whether a local copy exists and how it can be removed. This template handles no uploads and cannot establish a future device’s privacy or compatibility.
Try finding it again
Import a small set with similar names and several revisions. Search, sort and open the intended revision, then remove it. Ask how metadata, cover images and duplicate documents are handled. A successful import is the beginning of the library workflow, not its final acceptance.
A practical sample set
- 01
Reflowable text
- 02
Fixed-layout reference
- 03
Scan with no text layer
- 04
Linked document with several revisions
Which transfer route and original file version will be used in a trial?
Record it as unresolved. A future sample or document should provide the answer before a purchasing decision.
Add context to the local brief