From new Word editing/uploading and version control in Intellistack Streamline CLM to image uploads that flow directly into your generated documents, and the new PayPal (Connected Path) integration in Formstack Forms, our recent updates are designed to help you move faster, collaborate more effectively, and integrate with more of your day-to-day systems.
To view full release notes for Formstack products and Intellistack Streamline, scroll down past the highlights. You can also click here to view full release notes from January and by month from the past year.
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Word editing, uploads, and improved versioning in Intellistack Streamline CLM
Intellistack Streamline CLM now supports enhanced Word editing and Word uploads, along with improved version tracking. Upload DOCX files, edit directly within the platform, and maintain a clear version history as changes are made. These improvements make contract collaboration more structured and reduce the risk of working from outdated drafts.
Add uploaded images directly into your documents in Streamline
With Image Mapping, you can take images uploaded through a form—such as a driver’s license or insurance card—and dynamically place them into documents built with dynamic or overlay builders. You can also control image dimensions to ensure they align cleanly with your existing layout and formatting. This makes it easier to generate complete, professional documents without manual file handling.
Stay aligned with comment email notifications in Streamline CLM
Comment Email Notifications help keep collaborators aligned during contract reviews. When someone is tagged in a comment or receives a reply, they’ll be notified by email. During periods of heavy collaboration, notifications are grouped into a digest sent every 15 minutes, striking a balance between visibility and inbox management.
Collect payments with the latest PayPal integration in Formstack Forms
Formstack Forms now includes the new PayPal (Connected Path) integration, giving you access to the latest PayPal features and payment methods. This update allows you to offer more flexibility to customers at checkout while maintaining control over how transactions are handled within your forms. It’s a straightforward way to modernize your payment experience without reworking existing processes.
Automatically deliver documents to OneDrive from Streamline
The new OneDrive integration allows you to automatically deliver completed documents, signed agreements, and processed PDFs from any workflow directly into Microsoft OneDrive. Dynamic folder creation keeps files organized in real time, and file metadata can be returned to power downstream automation steps.
Reuse workflows faster with project and step duplication
You can now duplicate entire projects in Intellistack Streamline, making it easy to spin up new workflows based on proven setups. In addition, builders can rearrange workflow steps using drag-and-drop functionality and duplicate individual steps while retaining all configurations. Together, these updates reduce setup time and help teams standardize processes without added technical overhead.
February 2026 Release Notes
Continue exploring this month’s updates for Formstack products and Intellistack Streamline by reading the full release notes below. You can also click here to view full release notes from January and by month from the past year.
Formstack Forms
New features:
- PayPal eCommerce Platform in Formstack Forms — Added an additional PayPal integration to the Formstack Forms environment enabling the latest features and account times from PayPal. This will add new payment methods for consumers, and give you more control over your integrations.
- Added new PCI-compliance features:
- Added PCI Attestation capability to the Forms List page to allow customers an easy way to validate all the PCI forms with Javascript all at once
- Added the PCI Attestation status to the Forms List Export CSV found on the Forms dashboard
- Reduced Credit Card storage period from 90 days to 30 days
- Added capability in the Theme Editor to edit the alt-text on header and footer images to improve WCAG accessibility.
Defect fixes:
- Fixed an issue where GET form submissions were not working
- Fixed an issue where the "All Forms" API did not include forms in subfolders for Analysts with parent folder access
- Fixed an issue where the embedded form did not update the error color, resulting in WCAG contrast failure
- Fixed an issue where Workflow Preview Page in the builder for V4 forms rendered the V3 view
- Fixed an issue where the Rich Text Editor behaved incorrectly when toggling Fixed an issue where HTML code was stripped when using the Code editor in a confirmation email
- Fixed an issue where Date fields in the v2025 forms API created errors
- Fixed an issue where posting a submission via the API was not triggering the Docs integration
- Improved WCAG accessibility for the live form, specifically showing Area Live regions
- Fixed Stripe integration by removing the button to create new subscription type, which Stripe no longer allows
- Fixed an issue where the Confirmation Page Plugin was not following the date format options selected in a form
Formstack Sign
- Officially retired the Bravo API - it is no longer accessible to any customers.
Formstack Workflows
Defect fixes:
- Fixed an issue where field maps did not persist in the Sign connector
- Fixed an issue with step logic for Approval
- Fixed an issue where the embed code was still available when using a Sign step and the In-Person Signing was selected
Formstack Documents for Salesforce
V 1.368
- Pagination has been improved on the field mapping page, allowing users to select the specific page they want to view.
Defect fixes:
- Enabled portal users to perform merges from Flows
- Resolve the issue causing an error when attempting to send a record with no files using the File feature
Formstack Administration
Defect fixes:
- Fixed an issue where users were not redirected to the intended URL after login.
Intellistack Streamline
New features:
- Image Mapping to Documents — Now you can easily grab an image file, such as an individual uploaded a driver's license or picture of their insurance card via a form, and place it into our dynamic and overlay document builders. You also have control over the dimensions of the image, to ensure it fits great around your existing content.
- Word Editing & Uploads — This enhancement allows internal collaborators to upload internal versions of documents that they may have redlined in Microsoft Word. External parties can also upload documents into Streamline that they have redlined in Word, and redlines will be visible in the Streamline in-app collaboration space.
- CLM - Comment Email Notifications — This feature sends email notifications to collaborators, including via an email digest, to alert participants when they are tagged in a comment or when one of their comments has a response. We're building this with convenience top of mind and ensuring we are not sending out too many emails. In periods of high volume collaboration activity, email digests are only emailed out every 15 minutes.
- Setting to Collect Signer Name — This configurable setting allows customers to choose whether collecting a signer name is required in advance of signing. When collected, the signer name will display in the signature audit trail.
- Event Integration: Microsoft OneDrive — Automatically deliver workflow-generated documents—signed contracts, completed forms, processed PDFs—directly to OneDrive folders. Supports dynamic folder creation and returns rich metadata for downstream automation.
- Copy Projects— Customers now have the ability to duplicate projects inside Intellistack Streamline, giving users a simple, no-code way to reuse workflows. Builders can spin up new projects from proven setups and move faster without technical overhead.
- Rearrange & Duplicate Steps — You can now rearrange workflow steps, allowing Builders to drag and drop steps into the desired order. The update also introduced the ability to duplicate workflow steps, enabling teams to reuse existing configurations without rebuilding them. Duplicated steps retained all settings from the original step, helping streamline workflow creation and save time.
- Session Metadata in Workflows — Streamline now makes workflow session metadata available directly in the workflow context so it is accessible throughout your workflow. Builders can use it to create audit trails and link data across systems to specific workflow executions.
- Added the ability to add signing labels to fields collected during signing.
Defect fixes:
- Administration
- Fixed an issue where last login for a user on the Groups page was blank.
- Data Management
- Fixed an issue in Data Delivery setup where scrolling was not possible after changing the size to 25 records.
- Fixed an issue in Data Delivery with how tables with no Primary Key are handled.
- Fixed an issue where Connected Data Search did not show first in the list and selecting them did not link the dataset.
- Fixed an issue where mapping a Date Time into a Date sent Enhanced Date Time incorrectly.
- Fixed an issue where Data Search errored when searching for Empty in Date and Int fields.
- Fixed an issue where Data Write Out mapping lost source field type when using a single field template.
- Fixed an issue where the date was not formatted correctly on the Shared Page.
- Fixed an issue where the Write Out step had to be deleted and re-added when doing things out of order.
- Document Generation
- Fixed an issue where document field mapping failed to populate values.
- Fixed an issue where the list of contract types was misaligned and the entire input was not clickable.
- Fixed an issue where search results did not show the correct number of results.
- Fixed an issue where the signing page was displayed when the logic condition was not met.
- Fixed an issue where the "Restore version" option did not replace the current document.
- Fixed an issue where certification methods did not escape HTML.
- Fixed an issue where users could not add fields in the static builder when they had orphan fields.
- Fixed an issue where orphan field detection ran before backend data-field validation completed.
- Fixed an issue where a duplicated Data Capture step had broken logic rules (blank conditions and 400 on save).
- Fixed an issue where hyperlinks did not work on the signing page.
- Fixed an issue where the collaboration space showed an expired link page when accessing a canceled version.
- Fixed an issue where users encountered a 403 error when downloading a document from the OnlyOffice server.
- Fixed an issue where formatting was not respected for mapped data placeholders.
- Fixed an issue where signed documents did not surface the file name to other steps.
- Forms
- Fixed an issue where the Forms date field altered the date as you typed.
- Fixed an issue with fixed positioning on the branding logo on the form.
- Fixed an issue where field dragging lagged behind the cursor and prevented mapping on forms over 500 fields.
- Fixed an issue with header preview discrepancy.
- Fixed an issue where center align for images in the Form builder did not carry through to the preview (or session).
- Fixed an issue where "Other" would not deselect in radio button fields in New Forms.
- Fixed an issue where the image display dropdown menu was cut off.
- Fixed an issue where the search component result did not navigate to the component on click.
- Fixed an issue where option fields could no longer be set to compare to options in logic.
- Fixed an issue where radio field default values did not work.
- Fixed an issue where the "fill and read only" action referencing another field did not save.
- Fixed an issue where the default date was off by one at end of day.
- Fixed an issue where the date field shifted the date by one after entering at end of day.
- Fixed an issue where form description images were not responsive on smaller screens.
- Fixed an issue where time format labels did not match values.
- Fixed an issue where long field mappings caused overflow in radio fields.
- Fixed an issue where form execution was slow after the first page on large forms.
- Fixed an issue where moving a field downward inserted it in the wrong position.
- Fixed an issue with the country list where some countries were missing.
- Fixed an issue where the address field always submitted the abbreviation.
- Fixed an issue where option fields retained original values after save.
- Fixed an issue where the options list sometimes failed to paste.
- Fixed an issue where the option editor overflowed when pasting a long list of options.
- Fixed an issue where fields were missing read-only style on the live form when read only.
- Fixed an issue with Logic arithmetic fallback handling.
- Fixed an issue where file upload submissions failed intermittently.
- Fixed an issue where dropdown option inputs needed a white background.
- Fixed an issue where address/Name fields were not selectable in Logic as a Then statement.
- Fixed an issue where the first field in the form did not update correctly in the second step for one customer.
- Omni AI
- Fixed an issue where AI Extraction did not extract nested array fields on the initial test request.
- Fixed an issue where refreshing the page made the Omni window blank.
- Platform
- Fixed an issue where undefined primitiveType was not handled in the mapping panel.
- Fixed an issue where Sign status primitive type was not ensured as "string".
- Workflow
- Fixed an issue where Mailgun email sendout failed to send attachments due to an expired presigned link to the document.
- Fixed an issue with special characters for file upload integrations.
- Fixed an issue where the first field in the form did not update correctly in the second workflow.
- Fixed an issue where the webhook field was not populating.
- Fixed an issue with Logic Rule conflicts.
- Fixed an issue where file-upload links were overwritten by data returned from the last step.
- Fixed an issue where commas in New Forms caused logic to fail.
- Fixed an issue where the logic step in the middle of the workflow showed "End" even though both logic outputs had subsequent steps.
