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Welcome
Introduction
What Is Klarify?
Klarify Essentials
Get Started
Create a Klarify organization
Navigation and Documents Overview
Find documents assigned to you
Set up your organization
Build your organizational structure
Add an organization logo
Create documentation
Owners and performers
Generate an API key
Managing billing
Employees
Create employees
Invite employees to Klarify
Update employee records
Remove employee records
Positions
Create positions
Update positions
Remove positions
Departments
Create departments
Assign positions to a department
Update departments
Remove departments
Locations
Create regions
Create office locations
Update regions
Update office locations
Remove regions
Remove office locations
Teams
Create teams
Update teams
Remove teams
Process Models
Create process models
Model process with BPMN
Assign process owners
Publish process models
Task Instructions
Create task instructions
Write task instructions
Assign task owners
Assign task performers
Publish global tasks
Publish embedded tasks
Document Versions
Understand the document lifecycle
Create snapshots
Restore snapshots
Restore previous versions
Archive documents
Delete drafts
Klarify AI
Klarify AI Overview
Connect Claude Desktop
Connect Microsoft Copilot Studio
Permissions and roles
Tool reference
Troubleshooting
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Activities
This is the content for the Activities page.
