SOP Library overview

Open SOP Library when you want reusable procedures instead of rewriting instructions in each workpaper, resulting in saved prompts you can browse, preview, and reuse.

Workflow

Step 1

Open SOP Library

Start in Truewind on Workpaper Agent > SOP Library so the current prompt table and filters are visible.

Step 2

Enter a search query if needed

Use the search box first when you already know the SOP name or keyword you want to find.

Step 3

Set the collection filter

Narrow the list to a specific collection when the SOP table is too broad.

Step 4

Set the scope or status filter

Use the scope and status filters to separate client prompts, firm prompts, published SOPs, and unfinished drafts.

Step 5

Click the SOP name

This opens the preview drawer for the SOP you want so you can inspect before using it.

Step 6

Click Play or Review workbook

This uses Play to start a new Studio run from the SOP, or Review workbook in firm mode when a Studio snapshot already exists for that SOP.

Step 7

Click New SOP in firm mode if you are authoring a new one

Start a blank firm-level Studio draft from SOP Library when you need to create a reusable firm SOP from scratch.

What SOP Library is best for

Use SOP Library when you want reusable operating procedures instead of rewriting the same instructions in every workpaper.

FAQ

What is the difference between Play and Review workbook?

Play creates a new workpaper from the SOP. Review workbook appears in firm mode when a workbook snapshot already exists for that SOP and you want to inspect that workbook in Studio.

Why do I see unfinished SOPs?

Unfinished SOPs are draft workpapers that were started but not yet turned into a finished reusable SOP. Use the status filter to separate them from published prompts.

Limitations

SOP Library reuses prompts, not live-linked workpapers

Saving or playing an SOP gives you reusable prompt content and, in some cases, a workbook snapshot. It does not keep the new workpaper live-synced to the old one.

Troubleshooting

I cannot find the SOP I expected in the list.

Check the search term, collection filter, scope filter, and status filter before assuming the SOP is missing.

I can see a firm SOP but cannot edit or delete it.

Firm-scoped SOPs can only be edited or deleted from the firm organization that owns them.

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