Workspaces
Every program,with its context attached.
Workspaces organize files, conversations, CoDrafts, CoSheets, meetings and Surfaces around each program, site or client. Each one carries its own searchable knowledge base, so Sofie answers from the right evidence.

Workspaces / Tech Transfer
LB-204 Tech Transfer
Files
Members
Syncing from SharePoint · 231 files
Recent files
Name · ModifiedAtechtransferlivesinahundredplaces:shareddrives,inboxes,meetingnotesandthreeversionsofthesameprotocol.AworkspacegathersitintooneplaceSofiecanread,citeandkeepcurrent.
Capabilities
What Workspaces does
01
A knowledge base per workspace
Every file you add is indexed for search. Answers cite the file and page they came from, marked as an exact or approximate match.
02
Live cloud sync
Connect folders in SharePoint, OneDrive or Google Drive. Sync shows its progress, reports skipped files with the reason, and can be paused or cancelled.
03
Bulk upload, no duplicates
Upload whole folders at once. Sofie detects duplicate files, and you can tag, move and act on files in bulk.
04
Recordings become searchable
Audio and video files, from site walkthroughs to training sessions, are transcribed automatically and searched like any document.
05
Roles that match your organization
Owner, admin, editor and viewer roles built from 19 fine-grained permissions, plus organization-wide workspaces for shared reference material.
06
One view of the program
Recent work, conversations, artifacts, activity and connected integrations on a single page, so the next person picks up where the last one stopped.
Grounded answers
Answers that point to the page.
Ask across batch records, protocols, specifications and prior reports in the workspace. Sofie cites the file and page behind every statement, and tells you whether the match is exact or approximate.
- Page-level citations on every answer
- Searches documents, spreadsheets and transcribed recordings
- Open any answer as a CoDraft with its citations carried through

HT-7 hold-time support
Deep researchSources
6 of 18 citedHTS-014 Hold-Time Study Report.pdf
p. 14 · exact
21 CFR 211.111 · Time limitations on production
ecfr.gov
Process Validation: General Principles and Practices
fda.gov · Guidance
LB-204 Transfer Protocol v3.docx
§6.2 · exact
BR-2291 Executed Batch Record.pdf
p. 22 · exact
Designing hold-time studies for biologics intermediates
bioprocessintl.com
Cloud sync
Your document system stays the source of record.
Point a workspace at the SharePoint library, OneDrive folder or Google Drive where the program already lives. Sofie keeps it current, tells you what it skipped and why, and lets you pause or cancel at any time.
- SharePoint, OneDrive and Google Drive
- Progress and skipped-file reports
- Pause, resume or cancel a sync

SharePoint · QA Controlled Documents
1,284 files
OneDrive · Tech Transfer / LB-204
412 of 530
Google Drive · Northwind shared folder
96 files
3 files skipped
- Legacy_BR_scan_1998.tifUnsupported type
- Validation_Archive.zipArchive
- Protected_Specs_v2.pdfPassword protected
Everything together
The meeting, the draft and the data, side by side.
Kickoff transcripts, the transfer protocol, the PPQ lot summary and the client tracker belong to the same program. In a workspace they sit together, and Sofie can reason across all of them at once.

Live transcript
Speaker labels onJ. Okafor 17:31
Method transfer for the SEC and CE-SDS assays closed out Friday; both met the comparability criteria.
M. Kline 17:48
Good. Then the open items are equipment and the hold-time package.
A. Ruiz 18:02
Northwind confirmed the 2,000-liter single-use bioreactor is qualified, so we can hold the engineering run for the week of November 10.
Notes · Tech Transfer template
UpdatingSummary
Northwind's SUB-2000 is qualified; engineering run proposed for the week of Nov 10.
Decisions
Engineering run locked · week of Nov 10
HT-7 hold study placed on the critical path
Action items

00:00:00:00
Product film · Everything about the program, in one place · In production
Workspaces
- fine-grained permissions behind four workspace roles
- 19
- cloud sources synced live: SharePoint, OneDrive and Google Drive
- 3
- average time savings per workflow
- 60–80%
“Sofie is the ultimate enabler. That leverage, compounded across the organization, is enormous.”
Questions
Frequently asked
Where are our files stored?
In your organization's own isolated deployment. Every customer runs in a dedicated AWS environment with its own VPC, private subnets and an encrypted database.
What happens to files Sofie can't import?
Sync reports every skipped file with the reason, such as an unsupported type or password protection, so you can fix or exclude it deliberately.
Who can see a workspace?
Only the people you add. Owners and admins assign owner, admin, editor or viewer roles, and organization-wide workspaces use admin, contributor and viewer roles.
Is our content used to train models?
No. Customer content is used to do your work, and no model is trained on it.
Works with
Part of one connected platform
Start with one workflow.
Measure it. Then expand.
In a working session we choose a priority workflow, define your standards and review points, and agree how to measure speed, quality and capacity. Then you evaluate Sofie's work before deciding whether to expand.


