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Clarity Universal Document Management (UDMS)

Universal Document Management gives Clarity users access to the documents linked to their investments without requiring those documents to be stored in Clarity. UDMS connects Clarity with document platforms such as Microsoft SharePoint and Google Drive, so organizations can keep their existing repositories, security controls, and governance while giving users access from within Clarity.

Value to You:

Access investment documents from within Clarity
Keep documents in your existing enterprise repository
Reduce switching between Clarity and document platforms
Give teams easier access to current project documentation
Retain existing security and governance
Avoid duplicate document storage
Connect project information with its supporting documentation
Work with the document platforms already used across the organization

功能

Universal Document Management (UDMS) connects Clarity directly to your existing platforms—like Microsoft SharePoint and Google Drive—giving teams instant access to investment documents from within Clarity without moving, duplicating, or re-securing files.

• Connect Clarity to your existing document stores

• Access external files directly inside Clarity

• Link document locations to specific investments

• Keep files safely in your existing repository

• Retain existing security and access controls

• Eliminate duplicate file storage and uploads

• Reduce time spent switching between systems

• Consistent, unified access to investment docs

该合作伙伴的更多集成

Paid

Clarity Gamification

Clarity Gamification uses challenges, points, and recognition to encourage users to keep Clarity data accurate and up to date. Organizations can target specific behaviours, such as completing required fields or updating records on time, and give users clear feedback on their progress.

Value to You:

Improve the quality and completeness of Clarity data
Encourage users to keep information up to date
Increase participation in important Clarity processes
Reinforce the behaviours your organization wants to see
Give users visible feedback on their progress
Improve the data used for reporting and decision-making
Improve the quality of data available to AI
Make routine data-quality activities more engaging

Paid

Clarity Nudge

Clarity Nudge connects Clarity with Microsoft Teams so organizations can send notifications, questions, reminders, and requests for information to users where they already work. Users can respond from Teams and send that information back to Clarity, reducing the need to chase updates or ask people to log in for every interaction.

Value to You:

Reach users directly in Microsoft Teams
Get faster responses to questions and requests
Keep Clarity information more current
Reduce email reminders and manual follow-up
Bring Clarity interactions into Teams
Engage people who use Clarity infrequently
Automate reminders and requests for information
Collect timely feedback from users

Paid

Clarity Home Page

Clarity Home Page gives users a relevant starting point for their work in Clarity. Administrators can define a standard home page for the organization, while users can tailor their own view to surface the information, actions, and exceptions that matter to their role.

Value to You:

Put important actions and exceptions in front of users
Reduce time spent navigating through Clarity
Help users work by exception
Bring relevant information into one place
Give different roles a more relevant experience
Improve day-to-day use of Clarity
Give administrators control over the default experience
Let users tailor their own home page

Paid

Clarity Forms

Do you need collect ideas and requests scattered across emails, documents, and chats? Clarity Forms is a configurable Clarity add-on that collects ideas, requests, requirements, and proposals from people with or without Clarity accounts, turning submissions directly into Clarity records, ready for your existing processes and reporting.

Build forms visually using Clarity objects and their available attributes, then share a form link with your audience.
Drag-and-drop layouts, live preview, field validation, and conditional visibility help you create forms that collect the information your team needs.
Manage forms from within Clarity and choose an available authentication mode for each form: Clarity sign-in, a public link, or a one-time passcode.
Customize the experience with your branding and track submissions and engagement over time.

Clarity Universal Document Management (UDMS)

Value to You:

Access investment documents from within Clarity
Keep documents in your existing enterprise repository
Reduce switching between Clarity and document platforms
Give teams easier access to current project documentation
Retain existing security and governance
Avoid duplicate document storage
Connect project information with its supporting documentation
Work with the document platforms already used across the organization

功能

• Connect Clarity to your existing document stores

• Access external files directly inside Clarity

• Link document locations to specific investments

• Keep files safely in your existing repository

• Retain existing security and access controls

• Eliminate duplicate file storage and uploads

• Reduce time spent switching between systems

• Consistent, unified access to investment docs

该合作伙伴的更多集成

Paid

Clarity Gamification

Value to You:

Improve the quality and completeness of Clarity data
Encourage users to keep information up to date
Increase participation in important Clarity processes
Reinforce the behaviours your organization wants to see
Give users visible feedback on their progress
Improve the data used for reporting and decision-making
Improve the quality of data available to AI
Make routine data-quality activities more engaging

Paid

Clarity Nudge

Value to You:

Reach users directly in Microsoft Teams
Get faster responses to questions and requests
Keep Clarity information more current
Reduce email reminders and manual follow-up
Bring Clarity interactions into Teams
Engage people who use Clarity infrequently
Automate reminders and requests for information
Collect timely feedback from users

Paid

Clarity Home Page

Value to You:

Put important actions and exceptions in front of users
Reduce time spent navigating through Clarity
Help users work by exception
Bring relevant information into one place
Give different roles a more relevant experience
Improve day-to-day use of Clarity
Give administrators control over the default experience
Let users tailor their own home page

Paid

Clarity Forms

Build forms visually using Clarity objects and their available attributes, then share a form link with your audience.
Drag-and-drop layouts, live preview, field validation, and conditional visibility help you create forms that collect the information your team needs.
Manage forms from within Clarity and choose an available authentication mode for each form: Clarity sign-in, a public link, or a one-time passcode.
Customize the experience with your branding and track submissions and engagement over time.

为什么选择 Expert Advantage Service Providers?

为什么选择 Expert Advantage Service Providers?

Clarity Universal Document Management (UDMS)

功能

集成信息

该合作伙伴的更多集成

Clarity Universal Document Management (UDMS)

功能

集成信息

该合作伙伴的更多集成