Find documents assigned to you
Every employee has a personal page in Klarify that lists every document they have a relationship to, organized into three tabs: Collaborator, Owner, and Performer. Open it from the top of the sidebar, where your own name appears.
The lists are scoped to your current organization.
View documents you collaborate on
The Collaborator tab lists every document where you have been granted explicit edit access. These are the documents you’ve been added to through Custom Access in the publish flow.
Documents that you can only view (read-only access) are not listed here.
View documents your positions own
The Owner tab lists every document whose Owner is a position you hold. Because owners are positions rather than individual employees, anyone filling one of your positions appears as the owner of the same documents.
If you hold more than one position, the tab combines the documents owned by any of them.
For more on how ownership works, see Owners and performers.
View documents assigned to you as a performer
The Performer tab lists every task or task instruction where you appear as a task performer. You can be reached as a performer through any of the following:
- A position you hold
- A team you belong to
- A department you belong to
- A role that matches one of your positions
- The Assign to all positions option, when you hold at least one position
If a document reaches you through more than one of these, it appears once on the tab.
Narrow the Performer list with filters
The Performer tab includes filters above the list. Open the + menu to add one or more of:
- Assigned to — narrow by which of your positions, teams, departments, or roles surfaced the document. Categories appear only for entity types you actually belong to.
- Folder — limit to a specific folder.
- Type — process model, subprocess, global task, or task.
- Access — limit by the document’s access setting.
- Date published or Date modified — limit to a date range.
Use Search within… to filter the visible list by document name.