Workspace Navigation & Sidebar
Optimaite Workspace is organized around a configurable sidebar with five sections, a file explorer for managing documents, and a command palette for fast access to any action.
Sidebar Sections
The sidebar groups navigation into five collapsible sections:
| Section | Items | Purpose |
|---|---|---|
| Overview | Startseite | Your home dashboard |
| Content | Datenraeume, Bibliothek, Unterschriften, Vorlagen, Vorlagen-Bibliothek, Formulare, Empfang | Documents, data rooms, templates, and signatures |
| Automation | Agenten, Workflows | AI agents and workflow automation |
| Build | Sites, Apps | Custom sites and integrations |
| Legal | Recht | Legal research (visible only with active Law entitlement) |
Items you don't have permission for are hidden automatically. You can reorder and collapse sections from the sidebar preferences menu.
File Explorer
The Workspace Explorer sits at the top of the sidebar and provides a VS Code-style file tree:
- Browse all your documents, sheets, slides, and files
- Drag and drop to move files between folders
- Right-click for context actions (rename, duplicate, delete, move)
- Search by filename with Quick Open — press ⌘P
Command Palette
Press ⌘K to open the universal command palette. It blends:
- AI prompts — type a natural language command
- Actions — type
>to find commands (new document, export, toggle theme) - Slash commands — type
/for structured actions - Help — type
?to search help articles
Press ⌘⇧P for the full command palette (actions only, no AI).
Suite Switcher
At the bottom of the sidebar, the account menu lets you switch between Optimaite products:
- Optimaite Workspace (current)
- Optimaite Law — legal practice management
- Optimaite Business — entity and inbox management
The suite switcher preserves context where possible — opening a Law document in Workspace or linking a Workspace artifact to a Law Akte.
Artifact Types
Workspace supports seven artifact types, each with a dedicated editor:
| Type | Route | Editor |
|---|---|---|
| Document | /artifacts/[id] | Full Word editor |
| Slides | /slides/[slideId] | Presentation editor |
| Sheets | /sheets/[sheetId] | Spreadsheet editor |
| Dashboard | /dashboards/[dashboardId] | Dashboard builder |
| Design | /designs/[designId] | Design canvas |
| Motion | /motions/[motionId] | Video/motion studio |
| Page | (various) | Generic page viewer |
Tabs
Open multiple artifacts as tabs — press ⌘T for the tab menu, ⌘W to close, and ⌘Tab to cycle.
Next Steps
- Your First Document — Create and edit your first document
- Data Rooms — Secure virtual data rooms
- E-Signatures — Send documents for signing