Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Use Clariti’s Global Data Access
Ever struggled to find a document buried in your inbox or a chat that explained why a file was updated? Most teams waste hours toggling between tools just to piece together what’s already been shared.
Clariti’s Global Data Access changes that. It gives you universal access to all your files, mails, chats, and calendars from anywhere, in one place. You don’t just find data; you find it with context.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access all files and conversations from one unified interface.
- Preview documents instantly without switching tabs or tools.
- Search for and open files directly within relevant conversations.
- Keep context intact by viewing files alongside messages and decisions.
Detailed Sections
How-To: Access Files Globally
Clariti’s Files section brings every shared document across emails, chats, and hybrid conversations into one searchable list.
Steps:
- Go to the sidebar and click Files.
- Browse through the list showing file Name, Size, Conversation, Date, and Sender.
- Click any file (e.g.,“Common SEMrush Issues.docx”) to open a full-page preview instantly.
Tips: Use this for quick reference or during meetings when decisions depend on accurate data.
How-To: View Files in Conversation Context
Clariti links every file to the exact conversation where it was shared so, you never lose the “why” behind the “what.”
Steps:
- Navigate to Conversations and open a relevant chat (e.g., “Industry Subscriptions”).
- Use the Search in Conversation bar to type your keyword.
- Filtered results will appear under Chats, Mails, and Files; select the file you need.
- The document opens beside the conversation, keeping context visible.
Tips: Ideal when referencing a file discussed over multiple messages.
How-To: Access Files Inline Within Conversations
Clariti makes it effortless to reopen shared files directly from the message they belong to.
Steps:
- Within a conversation, find the message with a file icon attached.
- Click the “Search in Conversation” bar that’s in the top left corner to preview the file instantly.
- Close or reopen the file anytime without losing your spot in the conversation chain.
Tips: Perfect for revisiting files shared earlier in a discussion.
Supplementary Links
- Clariti Features Overview: Customizable Workspace Layout
- Related Tutorial: Use Chat from Feeds
With Clariti’s Global Data Access, you’re not just retrieving files—you’re reconnecting every piece of data to its decision, keeping your workflow transparent, informed, and clutter-free.
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