> ## 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.

# Search Sofie

> Use Sofie Search to find chats, Workspaces, CoDrafts, CoMeetings, CoSheets, Orchestrations, Sequences, and Templates.

Search helps you find work that already exists in Sofie. Use it when you know the work is somewhere in your account, but you do not remember which page, Workspace, chat, or artifact contains it.

Sofie Search is different from asking Sofie to answer a question in chat. Search finds items you can open. Chat uses selected context and enabled tools to answer, draft, analyze, or take action.

<Note>
  Your results depend on your organization, enabled features, connected apps, and your permissions. If you cannot access an item, it may not appear in your results.
</Note>

## Open Search

<Steps>
  <Step title="Open the sidebar">
    Use the main Sofie sidebar.
  </Step>

  <Step title="Click Search">
    Click **Search** to open the search dialog.
  </Step>

  <Step title="Start broad">
    Type a project name, product name, batch identifier, study topic, meeting title, document phrase, or workflow name.
  </Step>

  <Step title="Open the result">
    Select a result to open the matching chat, Workspace, CoDraft, CoMeeting, CoSheet, Orchestration, Sequence, or Template.
  </Step>
</Steps>

## What Search can find

Search can show these categories when they are available to you:

| Category          | Use it to find                                                |
| ----------------- | ------------------------------------------------------------- |
| **Suggested**     | Recent work and quick returns to items you opened recently.   |
| **Conversations** | Chat threads and matched chat content.                        |
| **Workspaces**    | Workspace names and descriptions.                             |
| **CoDraft**       | Documents and matching document text.                         |
| **CoMeeting**     | Meeting titles, summaries, and matched meeting snippets.      |
| **CoSheet**       | Spreadsheet titles and related Workspace names.               |
| **Orchestrate**   | Orchestrations by name or description.                        |
| **Sequence**      | Scheduled workflow runs by name, description, or Workspace.   |
| **Templates**     | Reusable document templates by title, Workspace, or category. |

Some categories only appear when the feature is enabled for your organization.

## Use Suggested results

When you open Search before typing, Sofie can show **Suggested** results. Use this view when you want to return to recent work without remembering the exact name.

Suggested results work well for:

* A Workspace you opened earlier in the day.
* A CoDraft you were editing.
* A CoMeeting you reviewed after capture.
* A CoSheet you imported from a CSV or Excel file.
* An Orchestration you were testing.

## Search by the words users actually used

Search is most useful when your query matches item names, descriptions, or content snippets.

Good search queries:

```text theme={null}
PPQ sampling rationale
```

```text theme={null}
fill finish deviation investigation
```

```text theme={null}
CAPA effectiveness check
```

```text theme={null}
release assay readiness
```

```text theme={null}
URS compressor qualification
```

If you do not find what you need, try:

* The product, project, or site name.
* A batch, protocol, requirement, or change-control identifier.
* A phrase from the document, meeting, or chat.
* A broader topic first, then a category filter.

## Open the right result

Search results show a title, preview text when available, and a result type. Use the result type to avoid opening the wrong surface.

| Result type     | What opens                                          |
| --------------- | --------------------------------------------------- |
| **Chat**        | A prior conversation.                               |
| **Workspace**   | The Workspace overview.                             |
| **CoDraft**     | The document editor.                                |
| **CoMeeting**   | The meeting capture, transcript, notes, or summary. |
| **CoSheet**     | The spreadsheet editor.                             |
| **Orchestrate** | The Orchestration editor or workflow area.          |
| **Sequence**    | The Sequence configuration.                         |
| **Template**    | The template document.                              |

<Tip>
  If you are not sure which result is current, open the Workspace first. Workspaces usually centralize the related files, chats, artifacts, and team context.
</Tip>

## Use Search before asking chat

Search is a good first step when your request depends on an existing item.

<Steps>
  <Step title="Find the item">
    Use Search to locate the Workspace, CoDraft, CoMeeting, CoSheet, or chat.
  </Step>

  <Step title="Open it">
    Open the result so you can confirm it is the right source.
  </Step>

  <Step title="Ask from the right place">
    Use Sofie Everywhere on that page, or start a chat and add the item as context.
  </Step>

  <Step title="State source rules">
    Tell Sofie what it should use, what it should ignore, and where you need citations or review notes.
  </Step>
</Steps>

Example:

```text theme={null}
Use this Workspace as context. Find the most relevant source files for PPQ sampling rationale and return a table with source, section, finding, assumption, and SME question.
```

## Search is not source review

Search helps you find items. It does not prove that the item is current, complete, approved, or sufficient for a regulated decision.

Before using a result in controlled work:

* Open the result and confirm it is the right version.
* Check whether the source belongs to the right Workspace.
* Ask Sofie to cite exact source material when drafting or analyzing.
* Review generated conclusions before using them outside Sofie.

<Warning>
  Do not rely on Search result titles alone for quality, regulatory, clinical, or controlled work. Open the source and review the content.
</Warning>

## Related guides

* [Search results and filters](/search/search-results-filters)
* [Search versus chat sources](/search/search-vs-chat-sources)
* [Sources and search](/chat/sources-and-search)
* [Workspace knowledge](/workspaces/workspace-knowledge)