August 2025 Intellistack Streamline Release Notes

• Document Repository — The new Document Repository gives you a single, secure location to store and manage contracts and documents created through collaboration and signature workflows. Quickly find documents, check key details, and track upcoming renewals to keep your processes running smoothly. This enhancement also features the new Workspace, where users can view tasks they need to take such as reviewing and signing documents.

• Event Integration: Google Sheets — The Google Sheets integration in Intellistack Streamline enables customers to update a row in a selected sheet within a chosen Google Sheets workbook as part of their workflow. By mapping workflow data to specific cells, customers can seamlessly keep sheets up to date in real time. This is helpful for tasks like logging form submissions or maintaining live status reports. This integration eliminates manual data entry and ensures Google Sheets always reflects the latest information from automated processes.

• Event Integration: SendGrid — The SendGrid integration step in Intellistack Streamline allows customers to send emails from their existing SendGrid account as part of any workflow. Customers can send basic messages with workflow data in the body, or fetch advanced SendGrid templates and automatically populate template variables with real-time workflow data. This integration makes it easy for customers to incorporate fully branded, customized messaging into automated processes.

• Event Integration: Twilio (Text/SMS Notifications) — Connect Twilio to Intellistack Streamline and enable automated SMS notifications triggered from workflows. Ideal for time-sensitive alerts, appointment reminders, or status updates—delivered instantly to any mobile device.

• Event Integration: Amazon S3 — For teams managing secure storage or long-term file retention, our new Amazon S3 integration enables direct file delivery from Streamline workflows to your existing S3 infrastructure—supporting better control, automation, and compliance.

• Project Access Visibility Enhancements — We updated the Project Access Summary View to make it easier for users to see who has access to a project and how—whether directly, through group membership, or via Admin-level permissions. This update simplifies troubleshooting, strengthens security, and removes the guesswork from permission management.

• Workflow Step Access Management — Restrict builder access to specific workflow steps at the organization or project level, enabling secure and compliant user empowerment across your teams.

• Charts — Create personalized, AI-powered charts right from your Intellistack Streamline landing page. Use natural language prompts to track the metrics that matter most—like referral volume or onboarding trends—and see fresh data every time you log in, without the need for dashboards or code.

• New Data Classification — This release includes several behind-the-scenes improvements, including bug fixes and optimizations. We’ve also added support for the following new data classification types:

  • Academic Advisor

  • Bank Name

  • Company Name

  • Course Name

  • Course Number

  • Course Registration Number

  • Credit Card Network

  • Degree Program

  • Department

  • DUNS Number

  • Education Level

  • Employee ID Number

  • Employment Status

  • Enrollment Status

  • GPA

  • Grade

  • Graduation Year

  • Job Title

  • Marital Status

  • Major Field of Study

  • Personal Relationship

  • Place of Birth

  • Political Party Registration

  • Price or Quote

  • Religious Affiliation

  • Revenue

  • Salary

  • Student ID Number

  • Supervisor Name

  • Tribal Affiliation

  These new classifications enhance our ability to identify and protect sensitive data across a broader range of industries and use cases.

Defect Fixes

• Search and Sorting Improvements

  • Repository Table Search: Fixed issue where search results didn’t reflect all documents in the repository.

  • Natural Language Search: Improved streaming response for faster, more intuitive search results.

  • Enhanced Search Criteria Fields: Fixed row ordering when adding multiple criteria; added validation to limit to 10 rows.

  • Document & Workspace Sorting: Resolved sorting issues in document and workspace lists; defaults now show most recent items first.

  • Sortable Date Columns: Added created and completed date columns with accurate sorting functionality.

• Table and Display Enhancements

  • Table Layout & Scrolling: Fixed height, pagination, and horizontal scroll visibility issues to eliminate double scrollbars.

  • Customize Table Dialog: Ensured visible columns are correctly preloaded when customizing tables.

  • Streamline Tables: Addressed horizontal scroll bar visibility and overflow display.

  • Sidebar Behavior: Fixed transparency issues and improved pinning in Integrations tab sidebar.

• Document Display and Versioning

  • Document Versioning: Fixed issue where document summary wasn't updating after initial version creation.

  • Version Display: Improved preview to show document content instead of confusing version comparisons.

  • Document Styling: DOCX formatting now correctly renders bold text and improves merge field conversion.

  • Undefined Fields: Replaced “Undefined” with “N/A” in repository table displays.

• Workflow Reliability and Usability

  • Single-Step Workflow Support: Fixed failures when creating repository documents from one-step workflows.

  • Step Menu Positioning: Resolved misalignment issue when adding first steps to workflows.

  • Step Name Validation: Enforced unique step names with auto-increment fallback.

  • Write-out Step Enhancements: Improved field management, automatic cleanup, and default operations (e.g., "Create").

• Field Mapping and Validation

  • Field Validation: Improved handling of empty fields and toast messages in the Sign builder.

  • Field Positioning: Fixed shifting field placement on docs with varied page sizes.

  • Prefill Mapping: Resolved issues with mapping Sign fields.

  • Enhanced Mapping for Non-Text Fields: Better UI for mapping booleans and dates, with appropriate controls.

  • Custom Field Mapping Reliability: Improved schema handling for consistent data processing.

• Collaboration and Communication

  • Email Notifications: External collaborators now receive correct email updates after approval.

  • Collaborator Feedback: Internal users now get proper feedback when versions are submitted.

  • Email Step Improvements: Refined UI for email steps including field requirements, tooltips, and button states.

  • Enhanced Email Sharing Settings: Fixed scrolling issues in workflow share dialog.

• Navigation and Access

  • Back Navigation: Fixed broken path when returning from Workspace to active collaborations.

  • Workspace Row Interaction: Made entire workspace row clickable for smoother user experience.

  • Access Control: Ensured deleted project docs are properly filtered from workspace access.

• Mobile and UI Enhancements

  • Mobile Form Rendering: Resolved zoom/display issue for iPhones accessing forms via SMS/QR.

  • Settings Icon Display: Fixed displacement issue for projects with long names.

• AI and Data Enhancements

  • AI Chart Display: Resolved delay in rendering AI-generated charts.

  • Webhook Prompt Reliability: Improved prompt engineering for more consistent field extraction.

  • Dataset Picker: Fixed incorrect dataset ID selection to ensure valid config.

  • Invalid Dataset Prevention: Users can no longer select unsupported datasets.

  • Filtering Controls: Improved filter panel behavior and rule removal UX.