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: Document collections visible to every active member; access to individual documents inside can be restricted
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
Folders themselves are visible to all active members; access is enforced per document
Use folder shortcuts for quick navigation to important areas

Filter and customize document lists

The list pages across Klarify — Documents, Drafts, Archive, Advanced Search, Starred, People (Employees and Positions), and your personal Owner, Performer, Editor, and Shared with me tabs — share the same filtering and column controls above each table.

Filter with pills

Each list shows its available filters as pills above the table. There is no menu to open first — every filter is always visible.

Click a pill to set its value. A pill with no value shows a + icon; once set, it shows the value (for example, Type: Process model) and a clear (x) icon that resets just that filter.
On pages with several filters, Clear filters resets all of them at once.

Filter types include:

Text filters (such as Name) — choose a condition — Contains, Does not contain, Equals (Is), Does not equal (Is not), Starts with, or Ends with — enter your text, and click Apply.
Multi-select filters (such as Type, Folder, or Access) — pick one or more values.
Date-range filters (such as Date published or Date modified) — pick a start and end date on a two-month calendar.

Show and hide columns

Click Edit columns above a table to choose which columns appear. Check or uncheck a column to show or hide it; essential columns such as Name are always shown and cannot be hidden. Your column choices are remembered per list, so each page keeps the layout you set.

Getting Started

Explore the Documents page: Start here to see what’s available in your organization
Check your role: Understand your permissions (Collaborator, Owner, or Performer)
Browse folders: Navigate through the organizational structure
Use search: Find specific documents quickly
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.