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Navigation and Documents Overview

This guide covers the main navigation structure in Klarify and how to find your way around the application.

Klarify’s navigation is organized into three main sections in the left sidebar:

Personal Section

Your personal workspace contains:

  • User Profile: View your role permissions (Collaborator, Owner, or Performer views)
  • Drafts: Work-in-progress documents you’re creating or editing
  • Starred: Documents you’ve marked as favorites for quick access
  • Archive: Previously published documents you’ve archived
  • Advanced Search: Powerful search functionality (when enabled)

Organization Section

Your organization’s shared workspace includes:

  • Folders: Organized document collections with customizable permissions
  • Documents: All published processes and task instructions
  • People: Directory of employees, positions, and team structures

Shortcuts

User-defined folder shortcuts for quick access to frequently used areas.

Documents Page - Your Main Landing Area

After logging in, you’ll land on the Documents page - the central hub of Klarify. This page shows:

Process Models

Business process diagrams created using BPMN (Business Process Model and Notation). These visual workflows show:

  • Step-by-step procedures
  • Decision points and branching
  • Responsible parties
  • Timing and dependencies

Task Instructions

Detailed documentation for specific tasks, including:

  • Step-by-step instructions
  • Required resources and tools
  • Expected outcomes
  • Assigned performers

Finding Documents

  • Use the search bar at the top for quick document discovery
  • Browse by folder structure in the Organization section
  • Check your Starred items for frequently accessed documents
  • Look in Drafts for work-in-progress items

Understanding Views

Your view of documents depends on your role:

  • Collaborator View: Can view and comment on documents
  • Owner View: Full editing and management permissions
  • Performer View: Focused on tasks assigned to you

Folder Organization

  • Documents are organized in a hierarchical folder structure
  • Folder permissions control who can see and edit contents
  • Use folder shortcuts for quick navigation to important areas

Getting Started

  1. Explore the Documents page: Start here to see what’s available in your organization
  2. Check your role: Understand your permissions (Collaborator, Owner, or Performer)
  3. Browse folders: Navigate through the organizational structure
  4. Use search: Find specific documents quickly
  5. Star important items: Mark frequently used documents for easy access

The navigation is designed to help you quickly find the information you need while maintaining clear organization and access control.