Workspace is your personalized command center in Streamline. It gives you a clear view of everything assigned to you and makes it easy to take action on collaboration tasks, signature requests, or form-related steps. Whether you’re reviewing a document, completing a signature, or checking on progress, Workspace highlights exactly what needs your attention so you can move work forward quickly.

Why It Matters

Workspace provides:

• A centralized view of your assigned tasks
• Quick access to documents that require review, feedback, or signature
• Real-time visibility into status, due dates, and progress
• Clear next steps so you always know what to work on

Workspace removes the guesswork and helps keep teams aligned and workflows moving smoothly.

Who Should Use Workspace

Workspace is designed for:

• Signers who need to complete agreements
• Collaborators reviewing or redlining documents
• Form participants who have fields assigned to them
• Admins and workflow owners who want visibility into all session progress
• Group members who share a queue of assignments and claim work from it

If you’ve ever wondered “Where can I see everything that needs my attention?” — Workspace is the answer.

How to Access Workspace

Click the briefcase icon in the left-hand sidebar to open Workspace.

Workspace includes two tabs:

1. Assigned to You

This tab shows the workflow steps waiting on you. An assignment appears here when it is sent to the email address you use to log in to Streamline, or to a group you belong to. Step types include:

• Collaboration steps
• Signature steps
• Form-related steps

Each assignment includes helpful details such as:

• The date the assignment was sent
• The document type and document name
• The step type
• Any due date associated with the assignment
• Any external party representatives involved
• Who has claimed the assignment, when it is shared with a group

How Assignments Are Named

Each assignment is identified by its session name, which comes from the workflow’s Session Identifier. An identifier is built from workflow fields, such as a name or an email address, so a session is recognizable at a glance. Configuring one is optional, and when a workflow has none, the project name is used instead.

If you have access to view session data on that project, the session name appears as the title, with the project name beneath it.

If you do not have that access, you see the project name on its own. Use the sent date, due date, document type, and assignee to tell similar assignments apart.

Claiming a Group Assignment

When an assignment is sent to a group, every member of that group sees it here and any one of them can take it on. Assigned to shows Group, and Claimed by stays empty until someone takes it.

Opening an assignment does not claim it, so you can review the work before deciding to take it. To take ownership, click Claim on the assignment and confirm.

Claiming removes access for the other group members. The assignment still appears in their workspace with your name under Claimed by, but they can no longer act on it.

Releasing a Claimed Assignment

If you claimed something by mistake, or you cannot complete it, click Unclaim and confirm. Other group members can claim it again, and the due date does not change.

Note: Unclaiming releases the assignment only. It does not remove you from the group. Only the person who claimed an assignment can unclaim it, so if a colleague is unavailable, reassign the assignment instead.

Searching, Filtering, and Sorting

You can:

• Search for assignments using details like document name
• Narrow the list to one project with the All projects dropdown
• Filter by claim status, by how the work reached you, or by step type
• Sort by when an assignment was sent or when it is due

The Filter menu has three groups. Scroll the menu to reach Steps.

• Status - Claimed by you, Claimed by someone, Unclaimed
• Assigned to - Only you, You via a group
• Steps - Form, Sign, Collaboration

Sort by offers Newest first, Oldest first, Due soon, and Due later.

Reassigning Assignments

If the wrong person has an assignment, or the right person is unavailable, click Reassign on the assignment to hand it to someone else without restarting the workflow. In the Reassign request dialog:

• Set Assign via to how the new recipient should be reached. The options depend on how the original request was sent, so a phone number is available only when the original assignment was sent by text message.
• Set Authentication to No authentication, or require the recipient to verify their identity.
• Search for a Streamline user, or enter an email address. Any email address is accepted, so the new recipient does not have to be a Streamline user or a member of the project.

The new recipient is notified using the method you chose, and the previous recipient’s link stops working.

Note: Reassigning does not renew the request expiration date. The new recipient inherits the original expiration, so reassign well before a request is due to lapse.

2. All Sessions

The All Sessions tab provides a high-level view across all workflow sessions.

This tab is especially helpful for admins, workflow owners, or anyone needing visibility into overall progress. It shows the sessions in the projects you have been added to.

Here you can:

• View sessions across all projects you have access to
• See the current step, assignees, start date, and time elapsed
• Filter by step type or session characteristics
• Customize the table with Edit columns to show the columns that matter most to you
• Select several sessions and reassign or cancel them together
• Click Refresh to pull in sessions that started while the page was open

Session names are hidden on this tab by default. If you have access to view session data on the project, turn on Show data in the Session name column header to reveal them.

If session names show a lock icon and there is no Show data toggle, you do not have access to that project’s session data. An admin or manager can grant it on the project under Access > Session data. See Session Identifier for how identifiers are configured and how access is granted.

Updating Several Sessions at Once

Select the checkbox on each session you want to change, or use the checkbox in the table header to select everything on the page. A bar above the table shows how many are selected, along with the actions available.

• Reassign sets a new recipient for every selected session
• Cancel cancels the selected sessions

Your selection can span projects, so one reassignment can cover work in several places. To keep a change inside a single project, filter the list to that project before selecting.

Note: Cancel ends the selected sessions permanently. A canceled session shows a status of Canceled and cannot be restarted or restored, so check the selected count before you use it.

Viewing More Session Details

For each session, you can view additional information or take action as needed. If the session includes multiple signers, you can expand the signer list to see everyone involved.

Click the three dots beside a session to open the available settings. The options shown here depend on the assignment type and where the workflow is in its process. Depending on the session state, you may see options such as:

• Session Details – view an expanded timeline of activity and events
• Document Details – open the Document Repository to see metadata and version history, including any redlines
• Project Page – jump directly to the associated project for more context or to review workflow configuration
• Open assignment – open the work itself
• Copy link – copy a link to the session and its current progress
• Resend via email – send the request again to an email address you enter, with a custom message
• Resend via SMS – send the request again to a phone number you enter, with a custom message
• Reassign – update the assigned individual if needed
• Cancel session – cancel the session

Resending keeps the work where it is. It does not change who the assignment is assigned to or claimed by, and it does not change the due date.

Notes and Tips

• If you don’t see any action items listed, it means you haven’t been assigned to any workflow steps yet.

• Documents visible on these tabs are based on your specific project access and role in workflows.

• Assignments reach Assigned to You when they are sent to the email address you use to log in. Work sent to another address for you, such as an alias or a shared mailbox, will not appear there.

• Canceling a session cannot be undone. If you cancel one in error, start the work again as a new session.

Summary

With Workspace, you can:

• Instantly access all collaboration, signature & form tasks assigned to you

• Track status and progress from a single location

• Quickly review, edit, or complete your part of any workflow

• Claim work shared with your group, and release it if plans change

• Reassign or resend a request while the workflow is running