Free documents vs tracked records
What is free and what needs a subscription
| What you get | Free | Needs a subscription |
|---|---|---|
| Document generator and templates | Yes. All general and specialist document templates. | No |
| Five-document packs | Yes. The pack builders. | No |
| Guided forms | Yes. No account needed to fill a guided form, edit it and download it. | No |
| AI generation | Yes. 30 AI credits each month. Standard generation costs 1 credit, screenshot or PDF reconstruction 3, and a basic presentation 5. | No |
| Saving privately and manual editing | Yes. Sign in to save. Manual editing and downloads use no AI credits. | No |
| Exports from the generator | Yes. Word, PDF, Markdown and basic PowerPoint. | No |
| Browser extension and token-based API and MCP | Yes. The extension is an unpacked preview. See Connect ChatGPT or Claude. | No |
| Tracking records and due dates | No | Yes. A subscription for each workspace. |
| Email reminders | No | Yes. See Alerts and reminders. |
| Change history for tracked documents and jobs | No | Yes. See Versions, history and sign-off. |
| Ask Soteriaa questions about your records | No | Yes. See Ask Soteriaa. |
Credits reset monthly with no rollover. If your allowance runs out, wait for the reset; no automatic charges apply. Tracking subscriptions each start with a 14-day free trial. Prices are in Plans, prices and billing.
Why a generated form is not a tracked record
A generated form is a file. A tracked record is an entry in a workspace, such as a welder, a qualification, a sponsored worker, a site or an employee, with dates that Soteriaa watches and emails you about.
- Generated documents do not create tracked records.
- Generating or downloading a form does not add a due date or a reminder.
- A generated form is not a live job record.
Saving a copy into your workspace
With an active subscription you can save a reviewed copy of a document into your workspace. This is an action you take, and it stores a copy only:
- Welding: the copy is saved to the welding document library as a Word file.
- UK sponsor compliance: the copy is saved to the sponsor generated forms.
- RAMS, HR and commercial: you choose the record, and the reviewed version is linked to it as evidence. Later edits to the original do not change the linked copy.
Saving a copy does not create the underlying record. You still add the welder, worker or record yourself. Some roles cannot save a copy: read-only roles and external advisers are refused.
When to use each
- Use the free documents when you need paperwork now and do not need Soteriaa to watch dates.
- Use a tracking workspace when you want records, dates and reminders in one place.
Try it on your own records.
Your first records and due dates take a few minutes to set up.