Soteriaa documentation
Start here
- Getting started
From creating an account to your first saved record and your first due date.
- Plans, prices and billing
Every plan in every workspace: price, limits, trial, upgrading, cancelling, VAT and annual billing.
Working with records
- Importing documents
Upload, extraction, review and save: accepted files, fields proposed and what you must check.
- Records and due dates
What a record is in each workspace, which fields create due dates, and the due-soon and overdue rules.
- Alerts and reminders
Every in-app alert and email reminder: who gets it, when it fires and how to change it.
- Free documents vs tracked records
What is free, what needs a subscription, and why a generated form is not a tracked record.
- Versions, history and sign-off
Record and document versions, what history records, how a pack is signed off, and what an issued pack keeps.
- Exports and packs
Each pack and export: what it contains, the formats, and how to export it.
Account and data
- Users and roles
Who can use an account today, and the roles that exist in each workspace.
Scope
- What Soteriaa does and does not do
One table per workspace: what Soteriaa records and does, and what it does not do.
Assistant and integrations
- Ask Soteriaa
What the assistant can answer, which data it reads, and that it cannot change anything.
- Connect ChatGPT or Claude
Connect an AI assistant to Soteriaa's documents with a token and the MCP server, and what the tools can and cannot do.
Try it on your own records.
Create a free document, or start a free trial of a tracking workspace.