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Use this guide when you are editing a CoDraft and need specific controls. CoDraft works like a document editor, with extra review and Sofie controls for drafting, suggestions, templates, and export.

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Find the editing controls

The toolbar changes based on what you are doing. Place your cursor in text, select text, click a table, or click an image to show the controls that apply to that content. Common controls include:
Select the exact text, cell, image, or section before using a toolbar action. This gives Sofie and the editor a narrower target.

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Format text

1

Select the text

Highlight the paragraph, heading, list, or phrase you want to change.
2

Choose the format

Use the text controls for heading level, paragraph style, emphasis, alignment, lists, and spacing.
3

Check the surrounding section

Confirm the change did not interrupt numbering, table placement, or review markup.
Use consistent heading levels in formal documents. For example, keep Investigation approach, Evidence reviewed, and Root cause assessment at the same level if they are peer sections. Use links for internal references, source locations, or external materials your team needs to open outside Sofie.
1

Select the link text

Highlight the words that should become the link.
2

Open the link popover

Add or edit the link from the contextual menu.
3

Fill in the fields

Set Display text and type or paste the URL.
4

Apply or remove

Click Apply to save the link, Open link to test it, or Remove to clear it.
Do not use links as the only evidence for a statement. Summarize the relevant source in the CoDraft and keep the source file in the related Workspace when possible.

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Use find and replace

Open Find & Replace or use Cmd+F. The panel includes: Use Replace All carefully with product names, batch identifiers, acceptance criteria, and units.

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Insert and edit tables

Tables are useful for evidence logs, comments, deviations, risks, action items, and traceability matrices.
1

Place the cursor

Click where the table should appear.
2

Click Insert Table

Choose the initial table size.
3

Add headings

Use header rows or header columns for labels such as Finding, Source, Impact, Owner, and Question.
4

Adjust the structure

Add, delete, merge, or split cells as the content changes.
5

Format the table

Use Table Borders & Fill to make headers, section breaks, or review columns easier to scan.
When your cursor is inside a table, CoDraft can show table controls for:
  • Select Cell, Select Row, Select Column, and Select Table.
  • Toggle Header Row and Toggle Header Column.
  • Merge Cells and Split Cell.
  • Add Row Above, Add Row Below, Add Column Left, and Add Column Right.
  • Delete Row, Delete Column, and Delete Table.
  • Table Borders & Fill.
Use a Source / Observation / Impact / Follow-up table for investigations. Use an Acceptance criterion / Evidence / Result / Reviewer question table for protocols. Use a Risk / Cause / Control / Residual concern table for risk reviews.

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Insert images and shapes

Use Insert Image for diagrams, screenshots, charts, and evidence images that belong in the document. When you select an image, the image menu can include: Use Insert Shape for Text Box, Rectangle, Rounded Rectangle, or Oval when you need a simple callout, process box, or labeled area.
Keep source image files in the Workspace when an image supports a conclusion. A pasted image in a CoDraft may not carry enough context by itself.

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Add headers, footers, and page numbers

Use document layout controls when the CoDraft needs to read like a review package, protocol, or report. Available controls include:
  • Edit Header
  • Edit Footer
  • Page Number
  • Page Layout
  • Zoom levels such as 50%, 75%, 90%, 100%, 110%, 125%, 150%, and 200%
Page numbers can be inserted in common positions:
  • Top left, top center, or top right.
  • Bottom left, bottom center, or bottom right.
  • Page number formats such as page number only or Page X of Y.
Before export, check the first page, a page with a table, a page with an image, and the final page.

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Work with comments and suggestions

CoDraft supports editing and review flows. Use Editing mode when you want direct changes. Use Suggesting mode when you want changes to appear as suggestions that another person can accept or reject. Review controls can include: Use comments for questions, decisions, or SME input. Use suggestions for actual text changes.
Do not accept all suggestions without reading them. AI-generated suggestions and human suggestions both need review against the source material.

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Use revisions

Use Revision History before and after major edits. Good times to save or inspect a revision:
  • Before a large Sofie rewrite.
  • Before accepting many suggestions.
  • Before sending a draft for SME review.
  • After incorporating reviewer feedback.
  • Before exporting Word or PDF.
Name revisions by event, not by mood. Use names like Before QA review, After SME comments, or Pre-export version.

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Export a CoDraft

Open Export Document when the CoDraft is ready to leave Sofie. Available export actions can include:
  • Copy content
  • Export as PDF
  • Export as Word
  • Copy Email Body for email-style drafts
1

Resolve review items

Check open comments, suggestions, and review display mode.
2

Check layout

Review headings, tables, images, headers, footers, page numbers, and final page breaks.
3

Check source language

Ask Sofie to list unsupported statements, missing citations, unresolved placeholders, and assumptions.
4

Save a revision

Save or confirm the version you are exporting.
5

Export

Choose PDF or Word based on the next review process.
Useful pre-export prompt:

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Use Sofie Everywhere while editing

Open Sofie Everywhere from a CoDraft when the document itself is the context. Useful requests:
  • “Rewrite the selected section in a neutral investigation tone.”
  • “Create a table from this paragraph with evidence, conclusion, and open question columns.”
  • “Find claims that are not supported by the attached Workspace files.”
  • “Suggest comments for statements that need SME confirmation.”
  • “Create a revision checklist before export.”
Keep the selected text focused when you ask for edits. A narrow selection usually gives you a more usable response.