May 15-28, 2026 Streamline Release Notes – Streamline

Recently Released Features

Signer Name Prefill - The signer name supplied at the start of a signing process is automatically prefilled in the signer’s Name field if present on the document.
Replace Overlay Document - Upload an updated version of your overlay document to swap it out while keeping all previously placed fields in their current positions. Merge field positions should be reviewed in case an adjustment is required.
Incoming Webhook File Support — The Inbound Webhook step accepts file attachments alongside JSON payloads, so external systems can deliver both structured data and file content into Streamline in a single call to initiate a workflow. Files received via webhook are stored in the Workflow Data Context and flow to any downstream step — Document Generation, Forms, Data Delivery, Outbound Webhooks — exactly like files from any other source. Workflows that depend on files originating outside Streamline can be triggered fully via webhook, bringing inbound file handling to parity with outbound.
- Receive file attachments alongside JSON payloads in an inbound webhook to start workflows that need both data and files
- Support multiple files per webhook call across base64, multipart form data, and raw binary content types
- Store received files in the Workflow Data Context so they are usable by Document Generation, Forms, Sign, Notifications, and Data Delivery
- Surface file metadata (name, type, size) in the data context for downstream routing and processing decisions
GDrive Dynamic Folders — Our Google Drive integration was enhanced to allow you to automatically create and organize folders based on your workflow data. Instead of selecting a single static folder, you can now build dynamic folder paths using source data and form fields - like "/Department/CustomerName" - ensuring your documents stay organized without manual folder creation.
- Build dynamic folder paths in Google Drive using static text and workflow data fields, like Clients/{customer_name}/{year}
- Create nested folder hierarchies automatically when files are uploaded so document structure scales with workflow volume
- Reuse existing folders when names match instead of generating duplicates, keeping Drive organized over time

Defect Fixes

Data Management

Fixed an issue where date and time values in Logic rules could temporarily display as raw text instead of the normal date picker after refreshing the page.
Fixed an issue where date fields in Search Data steps would display incorrectly when using certain date format preferences, showing duplicate day numbers instead of the proper weekday name format.
Fixed an issue where Data Delivery datetime mappings could fail when the source value was date-only, causing writeout errors about invalid UTC timestamps.
Fixed an issue where hard-coded DateTime values in Data Delivery could fail writeout when locale preferences were not enabled on the workflow.
Fixed an issue where Data Delivery writeout could fail when updating both a datetime field and a string field in the same step.
Fixed an issue where records updated through Data Delivery were not immediately findable in a following Search Data step when filtering by the updated number value.
Fixed an issue where the file upload API would return an unclear server error instead of a helpful error message when invalid entity identifiers were provided.
Fixed 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

Fixed an issue where the Document Builder would crash and become unusable when uploading certain Word documents and accessing the Logic tab.
Fixed an issue where document processing could become slow during periods of high traffic, causing delays in document-related operations.
Fixed an issue where form tasks would not appear in the 'Assigned to You' view for users with a large number of active assignments.

Forms

Fixed an issue where changes in the builder that failed to save would still appear saved.
Fixed an issue where the system incorrectly generated error alerts when trying to assign tasks to users or groups that had been deleted.
Fixed an issue where the builder Elements panel would sometimes become blank after deleting a selected page.
Fixed an issue where users could become stuck in the builder when settings validation failed, preventing them from closing the builder.
Fixed an issue where Description fields that are part of form logic were not showing the logic indicator badge to help users identify which fields have conditional behavior.
Fixed an issue where forms assigned to you were not appearing in the 'Assigned to you' tab, even though they were visible in other parts of the workspace.

Omni Ai

Fixed an issue where deleting a chat that was currently open would cause error messages to appear when trying to access the chat panel.

Platform

Fixed an issue where invitation links failed to generate for users in SSO-enabled organizations.

Workflow

Fixed 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.
Fixed an issue where workflow step names could be saved with incorrect auto-generated numbers when renaming steps in the builder.
Fixed an issue where the system was suggesting workflows that included unauthorized step types beyond the standard data capture, document, signature, and notification steps.
Fixed an issue where project creation workflows could fail due to internal system communication problems during permission setup.
Fixed an issue where file uploads would fail when using workflows embedded on external websites.
Fixed 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.

End of Life

On July 7th, we'll be retiring the original Form step. This will not affect the “(new) Form” step.

Since February 2026, new instances of the original Form step haven't been available to add and the (new) Form step has been ready to take its place. The (new) Form step is more intuitive, more powerful, and better aligned with how you build and automate workflows today. After July 7th, the (new) Form step will be called “Form.

If you have automations still using the previous Form step, now is the time to migrate ahead of July 7. Learn more here.

Coming Soon

Below is a list of features and defect fixes coming in the next few weeks.

Upcoming Defect Fixes

Document Generation

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 custom text entered in the 'Other' option of radio button or checkbox fields was not appearing in generated dynamic documents.

Forms

Fixing an issue where Time fields in dropdown mode only offer time increments, even when time increments is disabled.

Omni Ai

Fixing an issue where signature and date signed information may not display or save correctly when creating or uploading documents.

Related to