Start with one project and the documents or exported notes you need for it. Keep the working originals, organize a separate file set and check that a copy retrieved from Store is usable.
Choose a small research file set
Choose one project, course or topic.
Select a few files you can recognize, such as a paper, your notes and a data summary.
Check that you are allowed to store these materials in the account you plan to use.
Give the files a useful structure
For example, a project folder could contain Sources, Notes and Outputs. This is a suggested structure; choose names that fit how you look for the material.
Use names that identify the subject and date or version when that matters.
Keep source details or references with the notes they support.
Add a short note listing the app and version, linked files and other material needed to read the set.
Keep app libraries separate from this exercise
A notes app may need access to a complete local library, including linked files. Uploading some notes does not establish that the app can open or sync its live library through Store.
If you use Obsidian, follow its sync guidance and backup guidance before changing the vault's location or sync method. This exercise uses separate research-file copies.
Check the stored copy
Follow the first-file guide to upload a sample and wait for completion.
Download a copy to a separate location on the device where you need it.
Open the retrieved copy and check its contents and source details. Check any linked material you need as well.
Record the file, device, result and next update date in your Store plan. For offline work, save a separate downloaded copy in a known location on the device you will use. Open it in the required app without a network connection before relying on it. Keep the working originals.
If a file or link is missing, keep the originals and resolve the gap before uploading a larger collection.
