Solatis Documentation

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Team Collaboration ​

Sharing Documents ​

Share with Team Members ​

  1. Open document
  2. Click Share button
  3. Enter team member email
  4. Select permission level
  5. Click Share

Permission Levels ​

PermissionCan ViewCan EditCan Delete
Viewer✅❌❌
Editor✅✅❌
Owner✅✅✅

Shared Documents ​

View all documents shared with you:

  1. Click Shared in sidebar
  2. Filter by workspace or person
  3. Open to view

Stop Sharing ​

  1. Open document
  2. Click Share
  3. Find person to remove
  4. Click Remove
  5. Save

Comments & Discussions ​

Add Comments ​

  1. Open document
  2. Select text or click margin
  3. Click Comment
  4. Type comment
  5. Press Enter

Reply to Comments ​

  1. Click Reply on comment
  2. Type response
  3. Press Enter

Resolve Comments ​

  1. Click comment
  2. Click Resolve
  3. Comment archived but visible

Activity Timeline ​

Track all document changes:

  1. Open document
  2. Click Activity tab
  3. View:
    • Who accessed document
    • What changes were made
    • When changes occurred
    • Comments and discussions

Version History ​

Recover previous document versions:

  1. Open document
  2. Click History
  3. Select previous version
  4. Click Restore to revert

Version Details ​

For each version:

  • Timestamp
  • Who made changes
  • Summary of changes
  • Option to restore

Real-Time Collaboration ​

Live Editing ​

When team members edit simultaneously:

  • See cursor position of other users
  • View changes in real-time
  • See who's typing

Conflict Resolution ​

If multiple people edit same section:

  • Last save wins
  • Previous version available in history
  • Contact team member if conflict

Notifications ​

Collaboration Alerts ​

Get notified when:

  • Document shared with you
  • Someone comments on your document
  • Document you're editing is modified
  • Analysis completes on shared document

Notification Preferences ​

  1. Settings → Notifications
  2. Choose notification type
  3. Select delivery method (Email, In-app)
  4. Set frequency
  5. Save

Comments Best Practices ​

Clear Comments ​

✅ Good:
"Update this section to include Q4 financials.
 See my email for specific numbers."

❌ Poor:
"Fix this"
"Change it"

Actionable Comments ​

✅ Good:
"@Maria - Can you review the calculations
 in Table 2? I'm getting different numbers."

❌ Poor:
"Check this"

Asynchronous Collaboration ​

For Remote Teams ​

  1. Use comments instead of meetings
  2. Share feedback before deadlines
  3. Document decisions in comments
  4. Reference version history for context

Time Zone Friendly ​

  • Set clear deadlines
  • Use threaded comments
  • Prefer asynchronous updates
  • Schedule meetings in overlapping hours

Project-Level Collaboration ​

Share Projects ​

  1. Open project
  2. Click Share
  3. Select team members
  4. Set permissions
  5. Share

Project Permissions ​

  • Project Viewer: See all documents
  • Project Editor: Add, edit, delete documents
  • Project Admin: Control permissions

Mentioning Team Members ​

Use @ to mention in:

  • Comments
  • Descriptions
  • Notes
@maria - Please review this section
@john @sarah - Need your input on this

Mentioned users get notification.

Team Discussions ​

Discussion Threads ​

  1. Open document
  2. Click Discussions
  3. Start new discussion
  4. Team members reply
  5. Thread organized chronologically

Discussion Best Practices ​

  • One topic per discussion
  • Reference specific sections
  • Use threading for context
  • Archive resolved discussions

Collaboration Etiquette ​

Do's ​

  • ✅ Be respectful and professional
  • ✅ Give constructive feedback
  • ✅ Respond promptly
  • ✅ Thank people for input
  • ✅ Ask questions clearly

Don'ts ​

  • ❌ Use ALL CAPS
  • ❌ Make personal criticisms
  • ❌ Ignore feedback
  • ❌ Edit others' work without discussing
  • ❌ Leave comments unresolved

Managing Access ​

Regular Reviews ​

Monthly, review:

  • Who has access to documents
  • Who's still actively collaborating
  • Remove inactive members
  • Update permissions as needed

Access Levels ​

Public (Anyone with link)
    ↓
Organization (All team members)
    ↓
Project (Project members)
    ↓
Team (Selected members)
    ↓
Individual (Specific person)

Troubleshooting ​

Can't See Shared Document ​

  • Check email for share notification
  • Ask sharer to verify permissions
  • Verify you're in correct workspace

Comment Not Visible ​

  • Refresh page
  • Check comment resolved status
  • Verify permissions

Version History Missing ​

  • Only previous 30 days retained
  • Free tier has limited history
  • Upgrade for full history

See Also ​

Released under the MIT License.

Copyright © 2026 Solatis