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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 date

  1. The Snapshot date field shows the time the snapshot is captured. It is filled in automatically.

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 Snapshots panel. Open it from the Snapshots tab in the left sidebar to view all snapshots and autosaved versions.