Billing managers, document activity, and Shared with me

Delegate billing, track document activity, and see everything shared with you This release lets Account Owners hand billing to trusted members, adds a published-document activity history, gives you a home for everything shared with you, and brings a faster, more consistent way to filter and lay out every list in Klarify. Share billing access with billing managers Billing and subscription are now separate. The Subscription page — plans, billing period, and cancellation — stays with the Account Owner, while the Billing page (payment methods, billing address, invoice email, and payment history) can be delegated. As the Account Owner, open Settings → Billing and use the Billing managers panel to add any member, so they can keep payment details current without needing full ownership of the account. Learn more: Manage billing and subscription. Track what happens to a published document Published process models and global tasks now have an Activity panel that shows a running history — every published version alongside the ownership, performer, and access changes recorded against it, most recent first. Open it from the Activity tab in the left sidebar of any published document you can edit. Learn more: View document activity. Find everything shared with you Your personal page has a new Shared with me tab listing every document other people have shared with you — whether you can edit it or only view it. Each row shows who shared it, when, and your permission, so nothing shared with you gets lost. Learn more: Accountabilities and responsibilities. Filter and lay out lists your way Filtering now works the same across Documents, Drafts, Archive, Advanced Search, Starred, People, and your personal tabs. Every filter is an always-visible pill — set a value with a click, clear one with its x, or reset them all with Clear filters. Text filters support conditions like Contains and Starts with, and date filters use a two-month calendar. A new Edit columns control lets you show or hide columns, and each list remembers the layout you chose. Learn more: Filter and customize document lists. Ask Klarify AI to set document visibility Connected AI clients can now change who can see a process model or global task — setting it to Private, Organization, or Public, one at a time or in bulk across a whole folder. It is available to members with Editor or Manager content access and only acts on documents you can edit, each change previewed for your approval first. Learn more: Document visibility tools. Embed Whale documentation Whale joins Knowby, Scribe, Guidde, and Tango as a supported embed in task instructions. Click Embed, choose Whale, and paste a Whale page URL or embed code to render it inline in your instructions. Learn more: Write task instructions. Add the next element with a keystroke In the process model editor, hover over an element and press T, I, E, or G to drop the next task, intermediate event, end event, or gateway straight into the flow — the same as clicking its connector dot, without leaving the keyboard. Learn more: Keyboard shortcuts. Fixes and improvements The AI Assistant now keeps your chat history in Active and Archived tabs, so archived conversations stay reachable from the assistant panel. Changing the owner of an unpublished first draft no longer affects who can see the published version — access follows the published document as intended. Renaming a draft now updates its title everywhere immediately, including the publish dialog, so you never publish under a stale name. Sticky note text now displays correctly inside the note in Safari. Pressing Enter in a sticky note that ends with a list no longer causes an error.