Basic functions

The Explorer is the entry and management point of Signavio Process Manager. In the Explorer you can manage folders and diagrams, create new diagrams, export diagrams, generate reports, as well as publish and embed diagrams. You can also edit your profile settings and manage the administrative aspects of your workspace. You can access the Editor, Collaboration Hub and other functions in the software via the Explorer.

From the Explorer view you have access to all tools that Signavio Process Manager offers.

The Signavio Explorer: Creating a new diagram.

The Signavio Explorer: Creating a new diagram

The Explorer is structured as follows:

  • View

    The central area displays the file contents of the selected folder.

    Double-click diagrams in the Editor to open them. Unread diagram comments are displayed as small speech bubbles attached to the corresponding files. You can switch between the icon view and the list view. At the bottom of the central view is the activity feed and the diagram preview.

  • Menu

    The toolbar with a dropdown menu allows you to access different functionalities. Read more in chapter The Explorer menu.

  • Search function

    The search function is a useful tool to quickly find diagrams. In addition to the full text search, the advanced search option offers you a method to add specific search criteria. You can find a detailed description in the Using the advanced search function and smart folders chapter.

  • Folder tree

    The folder tree on the left allows you to quickly navigate within your workspace. Read more at Working with folders and diagrams.

  • Diagram details

    The notification and activity feed allows you to view and manage the history of a diagram and to modify notification settings of diagrams and folders. By pressing the space bar you can open the preview panel and the version overview of a diagram at the bottom.

  • Personal profile

    You can customize the Explorer by adjusting your personal profile settings according to your needs.