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  1. Streamline
  2. Getting Started with the Streamline platform

Getting Started with the Streamline platform

Getting Started with Intellistack Streamline CLM

  • Using Smarty Scripting in Dynamic Document Templates
  • Use Conditional Logic to Show or Hide Content in Your Streamline Documents
  • Session Identifier
  • Get started faster with Omni Guided Onboarding
  • How to Add a Streamline Workflow Button and Track Session Status in Salesforce
  • Playbook Assistant Use Cases and Examples

General Information

  • Working with Repeating Data (Collections) in Streamline
  • Using Repeating Records in the Outgoing Webhook Step
  • Using Repeating Records in the Deliver Data Step
  • Using Repeating Records in the Search Data Step
  • Using Repeating Sections in the Form Step
  • Date and Time Formatting in Streamline
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