> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CoDraft

> Create, import, edit, review, share, template, and export documents with Sofie.

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](/codraft/format-review-export).

## 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.

<img src="https://mintcdn.com/transfertechnologiesinc/8EGfRVTV4kjGVPlt/images/sofie/onboarding/drafting.png?fit=max&auto=format&n=8EGfRVTV4kjGVPlt&q=85&s=718cd8d17d3cca10ac20aa8af4e5059f" alt="Sofie onboarding screen showing document drafting with CoDraft" width="1216" height="1210" data-path="images/sofie/onboarding/drafting.png" />

## Create a CoDraft

<Steps>
  <Step title="Open Create">
    Click **Create** in the sidebar or use a Workspace **Create** menu.
  </Step>

  <Step title="Select CoDraft">
    Choose **CoDraft** or **New CoDraft**.
  </Step>

  <Step title="Name the document">
    Use a title that includes the process, product, or package.
  </Step>

  <Step title="Draft or paste content">
    Type directly, paste text, or ask Sofie to generate a starting structure.
  </Step>

  <Step title="Associate a Workspace">
    Put the CoDraft in the Workspace that contains the source files and teammates.
  </Step>
</Steps>

Good first prompt:

```text theme={null}
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.
```

## 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:

```text theme={null}
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.

<Tip>
  Import works best when the source file has clear headings, standard tables, and limited unusual formatting.
</Tip>

## 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.

## Review comments and suggestions

Use CoDraft for collaborative review before content leaves Sofie.

Review workflow:

<Steps>
  <Step title="Draft the section">
    Ask Sofie for a first pass or write it yourself.
  </Step>

  <Step title="Ask for a review pass">
    Have Sofie check for missing rationale, unsupported conclusions, unclear acceptance criteria, or weak traceability.
  </Step>

  <Step title="Add comments">
    Use comments for questions that require a human answer.
  </Step>

  <Step title="Review suggestions">
    Accept or reject suggestions after you confirm they match the source.
  </Step>

  <Step title="Save a revision">
    Save a named revision before major review rounds or export.
  </Step>
</Steps>

<Warning>
  Use CoDraft to prepare review-ready text. Keep final review and approval in your organization's required process.
</Warning>

## 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`

## 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](/codraft/templates-and-placeholders) to design reusable CoDraft templates. Use [Fill templates progressively](/templates/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.

## 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.

## 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.

<Accordion title="What should I ask Sofie to check before export?">
  Ask for missing source references, unsupported conclusions, inconsistent terminology, unresolved placeholders, unclear acceptance criteria, and sections that need SME confirmation.
</Accordion>

## Detailed editing guide

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