Home

Your home is where you land first when you log into your Sonat account. You can find the list of your documents and notifications, manage your team, accounts, and billing, and access other organization and document settings. The following image is an example of a Sonat home Interface. Let's take a look at its main elements and menus.

You can access and manage your team, organization settings, approval processes, billing, and share your organization link through the main menu shown by the three horizontal lines (Hamburger menu) on the top left. Open the menu to access:

a. Org Settings

Org (organization) Settings include all the settings at the organization level. Therefore, what you set in the org settings generally will apply to all the organization's documents unless you overwrite it at the document level (in document settings). Click the Org Settings dropdown menu to see its all options, including:

General Settings: to access and edit your organization title and slug.
Style: to set the style and branding features, including logo, favicon, and the general viewer style, at the organization level.
Integrations: to enable/disable integration with Google Analytics, Google Search Console, and Bing Search Console.
Custom Domain: To set up your custom domain
Advanced Settings: to access and edit more advanced options such as enabling feedback, PDF export, and the website URL at the organization level.

b. Approval Processes

You can define parallel and sequential workflow through approval processes by adding different rules and steps.

c. Billing

You can review different plans, upgrade to business, or enterprise plans, add or edit your payment method, and see your invoices.

d. Manage Team

You can see the members of your organization, add or remove members and change their permissions.

e. Share

You can view your organization's homepage and share your organization URL by copy-pasting or QR code through the Share option of the menu.

f. Close

Click the arrow to close the menu and go back to the home. You can also close it by clicking anywhere out of the menu.

Documents are entities that can contain one or more topics, multiple variants, and languages all in a single place. Here's a quick overview of what you can find and manage regarding your documents on your home main page.

List of your documents

You can see a complete list of your documents specified by their titles, icons, and the relevant organization. You may need to scroll down to see all your documents if the list is long.

To see a document description, move over its title.
To open a document in the topic editor, click the document.
To see the published version of a document, click the view live icon next to the document title in the list.
To classify the documents based on organizations, choose the tab specified by each organization name above the list to see the documents of that particular organization (You will primarily find the list of all documents regardless of organizations under the "All" tab).
Type the particular word you are looking for in the blank field on the top right to filter documents by names.
To sort documents by date or name, click the sort button on the top right next to the search field and choose the type you want.

Languages

You can see the number and type of available languages for each document.

The number of available languages for each document is shown in a column to the right of the documents' titles.
To see which languages each document has, move over the language number.

Date and Time

You can see the date and time of creating each document in a column next to the languages. To see more details move over the time and date.

Document Watchers

Any member of an organization can choose to watch or unwatch a document or other entities and processes. Watching a document means following up on its progress by receiving notifications for every change in that particular document. In contrast, unwatching means refusing to receive notifications for changes. In the next column on your document dashboard, you can see if you are watching/unwatching a document, choose to watch/unwatch a document, and see the list of watchers for each document.

By clicking the eye button, you'll start watching the document, and when you click on the eye button with a strikethrough you'll stop watching it.
The dropdown menu next to the eye sign shows the list of watchers of a document.

More options

More options to manage a document are accessible through the three vertical dots menu in the last column on the right. You can access and manage a document's general and advanced settings, styles, languages, variants, and feedback. Open More options and click:

General Settings: to access and edit your document title, slug, and description
Style: to edit a document style features including header color, font color, viewer style, and document theme.
Advanced Settings: to access and edit more advanced options such as enabling feedback, PDF export, and approval processes for your document, whether to show a document in the help center or even completely deleting a document.
Languages: to add a new language, change the default language or delete a language
Variants: to add a new variant, change the default variant, or delete a variant
Feedback: to filter and view feedback on your documents.

New Document

You can create a new document directly from home by clicking NEW on the top right.

The number of new notifications is shown in a red circle on the alert bell icon on the top right of the home window, next to the profile icon. Click the notification alert to see the list of your notifications. Click each notification title to see more details.

Click your profile icon to access your profile settings, contact sonat by sending feedback or asking questions, and sign out of your account.