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Dovetail for documents: unlock the power of desk research with document tagging and highlighting

Published
27 April 2023
Content
Renee Liang
Creative
Pete Binns

Rich desk research is at your fingertips. Now, you can analyze it just like anything else in Dovetail.

There’s an untapped gold mine of cost-effective, quick, and informative desk research just waiting to be analyzed. Before, you couldn’t do this without inefficiently and manually reformatting your documents.

Now, with Dovetail for documents, all the features you know and love in Dovetail are applicable to anything in a PDF format and more. It’s a first-of-its-kind feature that allows you to bring your valuable desk research into the mix and analyze everything in one place. Strengthen your research with more types of data to create powerful, multi-layered insights.

Analyze your desk research in the same place you analyze everything else.
Analyze your desk research in the same place you analyze everything else.

Start analyzing documents efficiently

We know that manually copying, pasting, and formatting documents to analyze is a painful process. So, now you can seamlessly upload your files, highlight, tag, synthesize and add findings from documents to insights. Learn more about how to analyze your documents at the help center.

With no limit on highlights for documents, you can bring in as much supporting data as you’d like. Beyond PDF (.pdf), we also support Microsoft Word documents (.docx), Powerpoint (.pptx), Keynote presentations (.key), and Apple Pages (.pages).

Here are some examples of what you can bring in:

  • Powerpoint / Canva / Keynote presentations

  • Market and competitor reports

  • Academic papers

  • Venture capital pitch decks

  • Legal contracts or documents

  • News articles, internet searches, and white papers

Upload, highlight, and tag your documents in Dovetail.
Upload, highlight, and tag your documents in Dovetail.

Search files seamlessly

You won’t get lost across all this new data you’ve brought in. We’ve improved the search experience to make it easier to surface the information you’re looking for and pinpoint exactly what you need. Now you can filter your search by data type and find keywords deep within files—we’ll even take you to the page of the document that the text or highlight appears on.

Search and surface the exact content you need from your documents.
Search and surface the exact content you need from your documents.

Powerful insights are like onions, they have layers

We know that there’s no one way of doing research, that’s why Dovetail is a mixed-method platform that can flex to your way of working. With all these different sources of information, you can form powerful multi-layered insights that paint a full picture.

Desk research is utilized to understand and narrow down the problem space in research projects. Now you can tie this context into your insights and show your end-to-end process, have all your research and supporting evidence together, and be able to trace it back to the source.

Give context to your insights and reference your desk research.
Give context to your insights and reference your desk research.

Analyze PDF documents and more in Dovetail. Get started quickly by using these document tagging templates for industry reports and market analysis from the Dovetail community.

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