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CoDraft is Sofie’s collaborative document editor. Use it when chat output needs to become a document you can edit, review, share, version, and export. For detailed toolbar instructions, see Format, review, and export a CoDraft.

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When to use CoDraft

Use CoDraft for:
  • Deviation investigation summaries.
  • CAPA plans and effectiveness check narratives.
  • Validation protocols and reports.
  • URS and qualification documents.
  • SOP drafts and updates.
  • Tech transfer charters and handoff documents.
  • Meeting briefs and SME interview summaries.
  • Templates for recurring document types.
Use chat first when you are exploring. Move to CoDraft when you need document structure, comments, suggestions, export, or collaboration. Sofie onboarding screen showing document drafting with CoDraft

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Create a CoDraft

1

Open Create

Click Create in the sidebar or use a Workspace Create menu.
2

Select CoDraft

Choose CoDraft or New CoDraft.
3

Name the document

Use a title that includes the process, product, or package.
4

Draft or paste content

Type directly, paste text, or ask Sofie to generate a starting structure.
5

Associate a Workspace

Put the CoDraft in the Workspace that contains the source files and teammates.
Good first prompt: 
Create a CoDraft outline for a deviation investigation report. Include background, issue description, immediate actions, investigation approach, evidence reviewed, potential causes, missing evidence, follow-up questions, and conclusion placeholders.

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Import a Word document

Use chat to convert a .docx or .doc file into a CoDraft when you want to revise it in Sofie. Example: 
Import this DOCX into a CoDraft. Preserve the headings and tables where possible. Then identify sections that need QA review.
Import is useful for:
  • Existing protocols.
  • SOP drafts.
  • Investigation reports.
  • URS documents.
  • Change control narratives.
  • Templates you want to turn into reusable Sofie documents.
Import works best when the source file has clear headings, standard tables, and limited unusual formatting.

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Edit with Sofie Everywhere

Open Sofie Everywhere while viewing a CoDraft to ask for document-specific help. Useful requests:
  • “Rewrite the selected paragraph for QA review.”
  • “Add a table of missing evidence after this section.”
  • “Make this conclusion less certain and flag unsupported claims.”
  • “Convert this meeting summary into action items with owners and due dates.”
  • “Suggest comments where the rationale is weak.”
  • “Create an executive summary from this document.”
When using selected text, keep the selection focused. Ask Sofie to return edits, comments, or a replacement section.

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Review comments and suggestions

Use CoDraft for collaborative review before content leaves Sofie. Review workflow:
1

Draft the section

Ask Sofie for a first pass or write it yourself.
2

Ask for a review pass

Have Sofie check for missing rationale, unsupported conclusions, unclear acceptance criteria, or weak traceability.
3

Add comments

Use comments for questions that require a human answer.
4

Review suggestions

Accept or reject suggestions after you confirm they match the source.
5

Save a revision

Save a named revision before major review rounds or export.
Use CoDraft to prepare review-ready text. Keep final review and approval in your organization’s required process.

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Use versions

Save a named revision before:
  • Sending the draft to reviewers.
  • Applying a large AI rewrite.
  • Importing major source changes.
  • Exporting for external review.
Good revision names:
  • Before QA review
  • After SME comments
  • Draft protocol v0.2
  • Pre-export copy

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Use templates

Templates help you reuse document structure and fill recurring documents with Sofie. Good template candidates:
  • Deviation investigation report.
  • CAPA plan.
  • CAPA effectiveness check.
  • Validation protocol.
  • Equipment URS.
  • Qualification report.
  • Tech transfer charter.
  • Meeting brief.
When building a template, keep fields specific. For example, use Batch number, Observed event, Immediate action, and Evidence reviewed instead of one broad Details field. Use Templates and placeholders to design reusable CoDraft templates. Use Fill templates progressively when you want Sofie to fill a template over multiple sessions, track required fields, confirm suggestions, and finalize the draft when it is ready.

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Move a CoDraft to a Workspace

Move or associate a CoDraft with a Workspace when:
  • Teammates need access.
  • Source files live in that Workspace.
  • The document belongs to a validation, tech transfer, deviation, CAPA, or regulatory package.
  • You want Sofie to use the document with related Workspace context.

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Export or share

Export when the document needs to leave Sofie or enter another review process. Before export:
  • Review headings, tables, and formatting.
  • Check source references and citations.
  • Confirm unresolved comments are handled or intentionally left open.
  • Remove draft notes that should not leave Sofie.
  • Save a named revision.
Ask for missing source references, unsupported conclusions, inconsistent terminology, unresolved placeholders, unclear acceptance criteria, and sections that need SME confirmation.

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Detailed editing guide

Use Format, review, and export a CoDraft for step-by-step instructions on text formatting, tables, images, links, find and replace, headers, footers, page numbers, review mode, suggestions, revisions, and export.