May 1-14, 2026 Intellistack Streamline Release Notes – Streamline

This release period focused on continued improvements, under the hood–performance enhancements, infrastructure upgrades, and reliability initiatives that lay the groundwork for upcoming features.

Defect Fixes

Data Management

Improved Data Search error message.

Document Generation

Fixed an issue where typing in the collaborator name and email fields would cause the cursor to lose focus after each keystroke, requiring users to click back into the field to continue typing.
Fixed an issue where users could click document actions like Save, Submit, or Complete before their recent edits were fully saved, potentially causing those edits to be lost.
Fixed an issue where the name input field in the collaboration builder could appear blank or empty.
Fixed an issue where the sign step in workflows wouldn't accept data from previous workflow steps when set to sequential signing mode.
Fixed an issue where the signing process could get stuck loading when document fields were configured incorrectly.

Forms

Fixed an issue where dragging mapping chips over form fields sometimes highlighted fields that were not valid to drop the mapping chip.

Omni AI

Fixed an issue where refreshing the page after a conversation was completed would cause the chat to appear stuck in a loading state indefinitely.
Fixed an issue where the Omni chat would appear blank instead of showing a loading message while workflows were being created, and users could navigate away during the process.

Workflow

Fixed an issue where starting new sessions could take 4-23 seconds to respond due to internal system delays.
Fixed an issue where the projects page was loading very slowly due to a database performance problem.
Fixed an issue where users could encounter an error when trying to start a session immediately after creating a workflow.
Fixed an issue where large workflow projects could not be saved due to size restrictions, causing 'Payload Too Large' errors.

Coming Soon

Below is a list of features and defect fixes coming in the next 2-6 weeks.

Upcoming Defect Fixes

Data Management

Fixing an issue where setting up integrations with services like Dropbox would fail or timeout when users had large numbers of files in their accounts.

Document Generation

Fixing an issue where document processing could become slow during periods of high traffic, causing delays in document-related operations.
Fixing an issue where custom text entered in 'Other' options for radio buttons and checkboxes on forms was not appearing on generated PDF documents.
Fixing an issue where signature and date signed information may not display or save correctly when creating or uploading documents.

Forms

Fixing an issue where file uploads would occasionally fail and cause forms to reload unexpectedly, requiring users to re-upload their files.
Fixing an issue where description fields that are targets of form logic were not showing the logic indicator badge to help users identify which fields have conditional behavior.

Omni AI

Fixing an issue where refreshing the page after a conversation was completed would cause the chat to appear stuck in a loading state indefinitely.
Fixing an issue where the Omni chat would appear blank instead of showing a loading message while workflows were being created, and users could navigate away during the process.

Platform

Fixing an issue where SMTP email connections using port 465 would fail with connection errors, preventing emails from being sent through certain email providers.

Workflow

Fixing an issue where checking workflow session status could take up to 15+ seconds due to excessive retry attempts, causing slow response times when viewing session information.
Fixing an issue where workflows with similarly named steps (like 'Variable or Fixed' and 'Variable or Fixed 4') would fail to save with an error about steps not being properly linked.

Resources

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