Word Editing & Uploads in Intellistack Streamline

The Word Editing & Uploads feature allows collaborators to work on documents using Microsoft Word while keeping Intellistack Streamline as the system of record. Internal and external collaborators can download DOCX versions of documents, make redlined changes in Word, and upload new versions back into the collaboration space with full version tracking and audit history.

This feature is designed to meet users where they already work today - in Microsoft Word - while maintaining controlled collaboration and document governance inside Streamline.

Who Can Use This Feature

• Available to all Intellistack Streamline CLM customers
• Internal users and invited external collaborators can participate, with permissions enforced by the collaboration space
   

How Word Editing & Uploads Works

Download and Edit in Word

Collaborators can download a DOCX version of a document directly from the collaboration space. Once downloaded, the document can be edited in Microsoft Word using Track Changes and comments.

Upload Updated Versions

After editing, collaborators upload the updated DOCX file back into Streamline. Each upload creates a new document version while preserving Word-native tracked changes and comments.

Key Capabilities

DOCX Download and Upload

• Download collaborative documents as DOCX files
• Upload updated DOCX versions directly into the Streamline collaboration space
• No email-based uploads - all uploads happen inside the Streamline UI
  
   

Track Changes Preservation

• Insertions, deletions, and comments created in Microsoft Word are preserved
• Redlines appear correctly when viewed in Streamline
• Ensures reviewers see exactly what changed and who changed it
   

Internal-Only Versions

• Create internal-only document versions that are not visible to external collaborators
• Use minor versioning (for example, 1.1, 1.2) for internal review cycles
• Major versions (for example, 1.0, 2.0) remain reserved for externally shared documents
   

Immutable Version History

• Every upload creates a new, immutable document version
• Full audit trail includes who uploaded the file and when
• Previous versions cannot be overwritten or altered
   

Notifications

• In-app and email notifications are sent when:
  • New document versions are uploaded
  • Internal versions are created
  • Collaborators take relevant document actions
     

External Access via Email

• External collaborators receive secure download links through invitation emails
• External users do not need direct Streamline accounts beyond their invitation context