Documentation.
How to run a Jottings engagement end to end. Written by the people who built the thing.
Getting started.
- ReadCreate a consultant workspace
The five-minute setup - entity, seats, branding, defaults.
- ReadYour first engagement
Scope, seats, consent, and the go/no-go checklist before install day.
- ReadThe attestation flow
Tri-party attestation between Firm, Client, and Jottings.
- ReadRunning the demo scan
A 60-second synthetic scan on your own machine. No DPA required.
- ReadInstalling the desktop agent (Mac)
Apple Developer signing, permissions, menu bar, auto-updater.
- ReadInstalling the desktop agent (Windows)
EV cert, SmartScreen, permissions, menu bar, auto-updater.
Running a scan.
- ReadChoosing seats and duration
Why 15 seats is the floor and 3 weeks is usually the answer.
- ReadSignal sources (desktop, Slack, Gmail)
What each source adds, and what it costs in consent budget.
- ReadMonitoring a live engagement
The ops dashboard - coverage, pauses, redaction stats, anomalies.
- ReadHandling pauses and opt-outs
What to do when someone pauses for a week, or opts out on day three.
- ReadWhat observations look like
Example redacted records. Nothing real, everything representative.
The report.
- ReadAnatomy of a Jottings report
The nine-section format, what each one does, what it costs to cut.
- ReadEditing and regenerating sections
Split-pane editor, regenerate against a brief, restore previous drafts.
- ReadWhite-label branding
Palette, logo, methodology-page import, cover typography.
- ReadAffiliate link injection
Mapping tools to your affiliate IDs, and how we disclose it.
- ReadExporting to PDF
Typography, watermarks, redaction-audit appendix toggle.
Skills and outcomes.
- ReadMatching scans to the Skill Dojo
The match pipeline, top-k cutoffs, and when to override.
- ReadAuthoring custom Skill Cards (Agency+)
The fields, the schema, the review queue.
- ReadRecording deployment outcomes
Closing the loop: hours spent, dollars saved, failure modes observed.
- ReadCalibrating ROI
How outcome records shift a Skill Card's ROI band and stack order.
You can scan yourself in under sixty seconds.
Code-signed · auto-uninstalls on end date · opt-out any time.