Step 1 — Locate the exact passage
Skimming a summary is not locating evidence; you need the passage itself, on its page. ChatPDF renders the original pages immediately while server-side processing — including OCR for scanned pages — continues, and adds page search, zoom, and an extracted-text view. Asking the paper a question retrieves up to six evidence excerpts, each pointing at the pages the answer came from.
Step 2 — Capture the quote verbatim, with its page
Copy the passage exactly — no silent fixes to spelling, tense, or punctuation — and record the page number at capture time, not during a later cleanup pass. In ChatPDF, evidence notes keep the exact quotes of a saved passage or answer; in the Literature Review Matrix, captured quotes carry paper-version, page, and character-offset locators.
Step 3 — Verify the quote against the source
Before a quote enters your draft, confirm it still matches the source word for word. ChatPDF validates every cited quote verbatim against the retrieved excerpts before an answer is delivered — an answer whose citations fail is demoted and not billed. Tables, equations, and charts rarely extract cleanly, so manual transcriptions go to a visual-evidence register that stays marked needs-review until you verify them against the original page.
Step 4 — Format the citation
A page-cited quote needs two parts: the in-text citation with the page — author, year, and page in APA 7; author and page in MLA 9 — and the full reference entry. Resolve the entry from the paper's DOI, arXiv ID, PubMed ID, or URL rather than retyping metadata, and export it in APA 7, MLA 9, Chicago, BibTeX, or RIS.
Step 5 — Keep provenance so claims stay traceable
A quote that loses its source decays into an unverifiable claim. WriteGo keeps per-field provenance on references, so you can see whether each value was resolved, imported, or edited. Reference-only source packages carry paper fingerprints, page numbers, and character offsets downstream to Writer Agent and Integrity Review, with evidence-level return links back to where each claim came from.