Category
SOP Editor
Add steps, reorder content, change status, export, and more.
9 procedures
How to Create a SOP
Create a new SOP inside a category.
How to Add and Edit Steps
Add, edit, and remove steps in the SOP editor.
How to Change SOP Status
Move a SOP between Draft, Published, and Archived states.
How to Add Internal Notes
Add private notes visible only to editors, not to viewers or on the public site.
Using Recents, Saved, Drafts, and Archive
Quick-access sections to navigate your SOPs faster.
How to Reorder Steps
Change the order of steps using drag and drop.
How to Move a SOP
Move a SOP to a different category or Knowledge Base.
How to Search and Filter SOPs
Find SOPs quickly using search, filters, and the global SOP list.
How to Export a SOP to Markdown
Download a SOP as a Markdown file. Available on Pro plan and above.