Klarstig User Guides
Step-by-step instructions for forms, workflows, signatures, billing and your account.
Start here
- Getting startedHow to Create Your Klarstig AccountSign up with your email, complete the short onboarding and land in your workspace on the Free plan.
- Getting startedBuild and Share Your First FormCreate a form, check its fields, copy the public link and watch the first responses arrive.
- Building formsCreate a Form With AI, From Scratch or From a DocumentDescribe the form you need, start with a blank form, or import an existing document and let Klarstig draft the fields.
- TemplatesStart a Form From a TemplatePick a template from the Template Library, filter by form type or industry, and adapt the copy to your organization.
- Publishing & sharingShare Your Form’s Public LinkEvery form has a public URL you can copy from its Settings tab and send to respondents.
- Submissions & filesView Submissions and Export Them to CSVOpen a form’s Submissions tab to review responses, open each submission’s details and uploaded files, and export everything to CSV.
- Workflows & approvalsAutomate What Happens After a SubmissionAdd a workflow to a form so each submission can be checked against conditions, sent for approval, turned into a PDF or sent for signature.
- Documents & e-signaturesSend a Document for E-SignatureCreate a signature request with a title, the document text and your signers, then follow its status in Signatures.
- Integrations & CRMWhich Integrations Work Today and How to Check Their ActivityPower Automate is available. Payments, Zapier, webhooks, n8n, the developer API and custom HTTPS are in validation, and CRM connections are not yet available.
- BillingHow to Cancel Your Klarstig SubscriptionCancel a paid Klarstig plan from Billing. Cancellation stops renewal at the end of the current paid period; it does not issue a refund.
- BillingHow to Request a Refund and Track Its StatusAsk us to review a subscription charge within 30 calendar days, then follow the review and the payment processing status separately.
- BillingHow to View and Update Your Klarstig Subscription InvoicesOpen your invoice history in the secure billing portal, download PDFs and update the billing details used on future invoices.
- BillingKlarstig Upgrade and Payment OptionsCompare Free, Starter and Pro, upgrade through secure checkout and see which payment methods Klarstig accepts. Klarstig does not accept wire transfers.
- TroubleshootingSign-In ProblemsReset a forgotten password, get past the bot check and sign in through your organization’s SSO.
Browse by topic
- Getting startedCreate your account, find your way around the workspace and build your first form.2 guides
- Account & teamProfile details, workspace roles and who can do what.2 guides
- Building formsCreate forms with AI, from scratch or from an existing document, and configure fields.2 guides
- TemplatesStart from a ready-made template and adapt it to your organization.1 guide
- Publishing & sharingPublish a form, share its public link and offer it in Spanish.2 guides
- Submissions & filesReview responses, open submission details and export your data.1 guide
- Workflows & approvalsAutomate what happens after a submission: conditions, approvals, documents and signatures.1 guide
- Documents & e-signaturesSend documents for signature and keep the signed record.1 guide
- Integrations & CRMWhat you can connect today, what is still in validation and how to check integration activity.1 guide
- AI Customer ServiceCurrent availability of the AI Customer Service add-on.1 guide
- Social PublisherDraft and review social posts, and understand account connection status.1 guide
- BillingPlans, payments, invoices, cancellation, refunds and contract withdrawal.16 guides
- Privacy & securityData export, bot protection, single sign-on and data-processing terms.2 guides
- TroubleshootingFixes for sign-in problems, missing controls and forms that will not submit.3 guides