Recently Released Features
- Event Integration: Microsoft Teams - Organizations standardized on Microsoft 365 can now route workflow-generated notifications straight to their Teams channels. Builders select a team and channel, compose messages with dynamic data from earlier workflow steps, and let Streamline handle delivery automatically. The integration returns a direct link to each posted message, so downstream steps can reference exactly what was sent.
- Event Integration: Excel Online - Streamline added support for writing workflow data to Excel Online spreadsheets, bringing the same capabilities previously available for Google Sheets to Microsoft customers. Organizations standardized on Microsoft Excel could automatically populate their workbooks with workflow outputs, enabling audit logs, data collection, and reporting.
- File Write Out to Salesforce - Workflows can now write files directly back to your connected Salesforce data sources. When your workflow generates documents, PDFs, or images, you can store them alongside the related record in Salesforce - no separate file storage integrations required. This keeps your data complete and your workflows simpler.
- Workflow Error Visibility - We added better tools to surface and explain workflow session failures as they happen. By making errors easier to understand and notifying builders when sessions break, this update helps teams keep workflows healthy, reliable, and ready for end users.
- Enhanced User Invitation System - We replaced the previous user invitation flow with a guided, two-step process that lets Admins and Managers fully onboard a new user before they ever log in. In addition to assigning role, groups, and project access upfront, inviters can write a personal message and choose a custom landing page for the new user's first session. The result is a personalized invitation email and a first-login experience that gives every new user immediate clarity on their role and where to start.
- Add addendums in the Collaboration space - It is common for additional documents to be supplied during active negotiations. These documents need to go through redlining. We made an enhancement to the collaboration space so that these addendums can now be added to documents and will be part of the final, combined document output.
- SSN, EIN, and Basic String Formatting - Collecting structured data just got smarter. Form builders can now apply preset formats to SSN, EIN, percentage, and currency fields - so data is captured correctly the first time, every time.
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SCIM User Provisioning - User accounts now sync automatically between your Identity Provider and Streamline.
- Create, update, or deactivate users in Okta, Azure Entra ID, or other SCIM 2.0–compliant IdPs and those changes flow to Streamline without manual steps.
- New users appear as soon as they’re assigned in the IdP; name, email, and role changes propagate; and deactivated users are marked in Streamline and stop receiving notifications.
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Configuration is done in your IdP and in Streamline’s SSO Setup Suite.
Available on all plans for organizations with SSO already set up with Streamline.
Note: SSO must be configured with Streamline (SAML or OIDC). The IdP must support SCIM 2.0.
Defect Fixes
- Fixed an issue where webhook data wasn't being processed in the correct format, ensuring webhooks now work properly with automated workflows.
- Fixed an issue where submitting the same search request multiple times would cause an error on the search results page.
- Fixed an issue where leaving date fields empty in search forms would cause an error and prevent search results from loading.
- Fixed an issue where signature field settings would not automatically open when adding a signature field to a document. The settings panel now opens immediately, making it easier to configure signature requirements.
- Fixed an issue where the days filter dropdown and page navigation weren't working properly in the session history table within workspaces.
- Fixed an issue where documents could be processed without required signer contact details, ensuring all necessary information is now properly validated before proceeding.
- Fixed an issue where due dates were not working properly when using the quick send feature for document signing.
- Fixed an issue where an error message would appear when working with form fields in the Dynamic builder.
- Fixed an issue where users weren't seeing a clear "Link expired" message when trying to access a signing document after its due date had passed.
- Fixed an issue where form input fields were not displaying the correct brand colors.
- Fixed an issue where forms would not recognize information that was automatically filled in by your browser, requiring you to manually re-enter the data.
- Fixed an issue where default values were not appearing when building or previewing content.
- Fixed an issue where users couldn't remove the country code from required phone number fields.
- Fixed an issue where pop-up windows would appear distorted or incorrectly formatted on screen.
- Fixed an issue where tables weren't properly marked as required when building forms for Excel Online. This ensures required table fields now work correctly and prevent form submission when left empty.
- Fixed an issue where the project sessions interface was difficult to navigate and use. Users can now enjoy a more intuitive and streamlined experience when managing their project sessions.
Coming Soon
Upcoming Features
- Embedding Workflows
- Document Generation [Repeating Entities]
- GDrive Dynamic Folders
- Streamline Assignments
- Omni Data Insights
- Publish Changes - New Controls
- Org Level End User Custom Domains
Upcoming Defect Fixes
- Fixing an issue where the system would show a misleading success message when attempting to add users, even when no users were actually added to the system.
- Fixing an issue where the title in the Project Access editing window was not displaying correctly.
- Fixing an issue where the project setup process was unclear and pop-up windows were difficult to use. Users can now navigate through projects more smoothly with improved dialog boxes.
- Fixing an issue where default text in long answer fields would display incorrectly when creating forms.
- Fixing an issue where project names were not displaying in the Latest Sessions section of the main dashboard.
- Fixing an issue where the "Recent Projects" list on the landing page appeared compressed and difficult to read.
- Fixing an issue where data source options would unexpectedly rearrange themselves, making it difficult to find the options you were looking for.
- Fixing an issue where payment cards with certain expiration date formats were not being accepted during checkout.
- Fixing an issue where Redox Dataset information was not showing properly in forms, ensuring all data now displays correctly for users.
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