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Create snapshots

This guide shows you how to create snapshots of your documents in Klarify.

Snapshots are manual checkpoints that capture the current state of a process model or global task. They allow you to save your progress at key milestones and restore to a previous state if needed. Klarify also creates autosaved snapshots in the background, but manual snapshots let you name and describe the changes you made.

Prerequisites

  • You have the required permissions (see above)
  • A process model or global task is open in the editor

Instructions

Click Save in the top right corner of the editor. The Save snapshot modal opens.

Step 1: Review the snapshot name

  1. The Name this snapshot field is pre-populated with the document name and a timestamp (e.g., “Cook dinner - February 15, 2022 at 10:23 am”).

Step 2: Describe changes (optional)

  1. In the Describe Changes field, enter a description of what you changed since the last snapshot.

Step 3: Save the snapshot

  1. Click Save snapshot.

The snapshot appears in the Changelog panel. You can open the Changelog from the right sidebar to view all snapshots and autosaved versions.