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Search results help you narrow broad work across Sofie. Use filters and sorting when a query returns too many results or when several items have similar names.

Result views

Sofie Search has two main states.

Filter results

Use Filter to limit results to one type of work.
Start with All when you are unsure. Switch to a specific filter when you see repeated matches from the wrong surface.

Sort results

Use Sort to control result order. When Best matches is selected, Sofie may group results by recency, such as Today, Yesterday, This Week, and Older.

Read result previews

Search results can include preview text. Use the preview to decide whether the result is likely to contain the evidence, decision, or artifact you need. Look for:
  • A matching product, project, process, batch, or protocol name.
  • A phrase that appears in the source content.
  • A Workspace name that matches the project.
  • A meeting summary snippet that includes the topic.
  • A document excerpt that matches the section you need.
A preview is only a short excerpt. Open the result before relying on it.

Search strategies

Start with unique identifiers

Use identifiers when they exist:
Identifiers usually reduce noise.

Search by decision or question

If you do not remember the file name, search for the decision, action, or question:

Search by output type

If you remember what Sofie created, include the artifact type:

When results are missing

If expected work does not appear:
  • Try a broader query.
  • Switch Filter to All.
  • Search for a different phrase from the same source.
  • Check whether you are in the right organization or account.
  • Confirm you still have access to the Workspace or artifact.
  • Ask a teammate to share the Workspace or item again.
If a source lives outside Sofie, connect the relevant app when available, or ask an administrator about connected app access.

Open, verify, then use as context

For source-heavy work, do not stop at finding the item.
1

Open the result

Confirm the title, date, Workspace, and content.
2

Check relevance

Make sure it is the correct version or meeting.
3

Add it to chat

Use Add context, start Sofie Everywhere from the page, or ask from within the Workspace.
4

Ask for source visibility

Ask Sofie to cite sources, separate assumptions, and identify missing evidence.
Example: