What SOP Library is best for
Use SOP Library when you want reusable operating procedures instead of rewriting the same instructions in every workpaper.
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Workpaper Agent / SOP Library
SOP Library overview
Use SOP Library to save reusable SOPs, browse existing prompts, and start a new workpaper from a saved operating procedure.
Workflow
Setup workflow
Step 1
Open SOP Library
Go to Workpaper Agent > SOP Library so the current prompt list, filters, and actions are visible.
Step 2
Find the SOP you want to use
Use the search, collection, scope, and status filters to find the SOP or unfinished draft you want to review.
Step 3
Preview or edit the SOP
Open the current preview or edit workflow to inspect the SOP content before using it elsewhere.
Step 4
Start a workpaper from the SOP
Use the current play action to create a new workpaper from the saved SOP, or start a new firm-level SOP draft when that option is available.
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