Changelog
Follow up on the latest improvements and updates.
RSS
The following will be released to the Documo platform no sooner than Wednesday, August 26th:
New Features & Improvements
Fax
- New permission to delete faxes— New permission to delete faxes
- Bulk action to add faxes to a workspace— Bulk action to add faxes to a workspace
- Caller ID List— Caller ID List
- Add descriptions— Add descriptions
- Add manager— Add manager
Documents & Workspaces
- Modality, effort, and visual detail settings— Modality, effort, and visual detail settings
- Update status & sign status— Update status & sign status
- Tune document history retrieval— Tune document history retrieval
- Remove ability to disable sources— Remove ability to disable sources
- Clarify fax retention restrictions— Clarify fax retention restrictions
- Restrict document types per workspace— Restrict document types per workspace
Identity & Access
- Assign role to users in bulk— Assign role to users in bulk
- Validate SAML config Entity ID— Validate SAML config Entity ID
EHR
- Self-service setup for EHRs with user authentication— Self-service setup for EHRs with user authentication
- Auto-search patients & providers on form change for NG DM— Auto-search patients & providers on form change for NG DM
- Handle eCW upload size errors gracefully— Handle eCW upload size errors gracefully
- Multiple platforms of same type— Multiple platforms of same type
Guest
- Invite guest— Invite guest
- Add document— Add document
Bug Fixes
Fax
- Outbound faxes via device injested for suspended accounts
- Null reference crash when setting caller id on unassigned FaxBridge
- Requested FOC date picker sometimes a day early
- Defaults pages complete differs between environments
Identity & Access
- Account navigator ignores selected account
Platform
- Simultaneous requests overwrite each other's activity entries
✨ New Features & Improvements
Fax
- Simplified Caller ID Settings— We've streamlined how caller ID works by removing the option for caller ID account inheritance, making your settings clearer and easier to manage.
- Improved Navigation for Caller IDs— Caller ID settings are now conveniently located under the 'Numbers' section in the side navigation, making them easier to find and manage.
🐛 Bug Fixes
Fax
- Fixed an issue where users could not manage fax plans without specific account management permissions.
- Fixed an issue that prevented filtering fax history by multiple tags simultaneously.
Documents & Workspaces
- Fixed an issue where signing documents from workspaces sometimes led to an inconsistent redirect after completion.
✨ New Features & Improvements
Fax
- See Assigned Teams for Fax Numbers— When managing fax numbers, you can now easily see which teams are already assigned to them.
Documents & Workspaces
- Assign Teams to Workspaces— Easily manage access and permissions by assigning entire teams to specific workspaces.
- Customizable Document Columns (Basic)— Personalize your document view by choosing which basic columns are displayed in your workspace.
- Customizable Document Columns (Fields)— Further customize your document view by adding specific field data as columns in your workspace.
- Upload Signed Document Versions— You can now easily upload signed versions of documents directly to your workspace.
- Document Print History— Document history now includes a record of when a document was printed, enhancing your audit trail.
- Mark Documents as Done— Keep your workspace organized by marking documents as "done" once their tasks are complete.
Identity & Access
- User Transfer Event Tracking— We now record user transfer events, providing a clearer audit trail for user management.
- See Existing Team Members— When adding users to a team, you can now easily see who is already a member.
- Improved Team Assignment Dropdown— A new dropdown filter makes it easier to search for and assign numbers to teams.
EHR
- Category Field for eCW— You can now categorize fields specifically for eCW integrations.
- Customize Picklist Fields with CSV— You can now easily customize picklist fields by uploading a CSV file.
Platform
- Enhanced Webhook Error Logging— We now record response headers from failed webhook requests to help you troubleshoot issues more effectively.
Sign
- Automatic Signed Document Upload— Signed documents are now automatically uploaded to your workspace, saving you a step.
🐛 Bug Fixes
Documents & Workspaces
- Fixed an issue where the PDF viewer toolbar would flicker.
- Fixed an issue where concurrent multi-file uploads would sometimes hang.
- Fixed an issue where date fields would sometimes get stuck in an infinite save loop.
The following changes will be made to the Documo platform no sooner than Wednesday, August 5th, 2026:
✨ New Features & Improvements
Documents & Workspaces
- Faster Extraction Processing— We've increased the parallel processing capabilities for extraction requests, leading to quicker document processing times.
Converter
- Improved Landscape PDF Handling— We now automatically rotate landscape PDF pages to ensure they properly fill the fax page when converted to TIFF.
🐛 Bug Fixes
Fax
- Fixed an issue where rotating faxes didn't work when using the bulk View/Print option.
- Fixed an issue where the User Fax Settings page incorrectly displayed the logged-in user's fax settings instead of the settings for the user being viewed.
- Fixed an issue that caused the queue for stuck faxes to get stuck due to an 'Invalid DateTime' error.
- Fixed an issue where the 'POST to FTP' button was visible even when an account had no FTP configuration set up.
- Fixed an issue that prevented users from resending or forwarding faxes belonging to other users.
- Fixed an internal issue related to default result codes for fax messages.
- Fixed an issue that caused fax number porting to fail when a street address contained a lowercase directional (e.g., 'north' instead of 'North').
- Fixed an issue where tags from an original fax were not inherited by a forwarded fax.
Documents & Workspaces
- Fixed an issue that caused a page crash when filtering documents by a single day.
- Fixed an issue where document extraction incorrectly handled certain values, such as MRN, with the wrong data type.
Identity & Access
- Fixed an issue where the 'Contact Us' email link added an extra '+' character to the support email address.
- Fixed an issue where users who were soft-deleted were still being incorrectly provided to Identity Providers.
- Fixed an issue where errors in requesting user roles were not displayed when inviting or creating new users.
EHR
- Fixed an issue where patient searches in the NextGen and NextGen DM platforms returned no results when a Date of Birth was included in the search criteria.
✨ New Features & Improvements
Fax
- Assign Fax Numbers to Teams— You can now assign specific fax numbers to teams, making it easier to manage and organize your fax communications.
- Team Fax Numbers Visible to Users— Users can now see and utilize fax numbers assigned to their teams, streamlining their faxing workflow.
- Filter Fax History by Team— Easily find specific faxes by filtering your fax history by team, improving your search efficiency.
Documents & Workspaces
- Pin Document Name and Tabs in Processor— The document name and tabs in the document processor can now be pinned, keeping important information visible as you scroll.
- Export Document List— You can now export your document list, making it easier to analyze and manage your documents outside the platform.
- New User Welcome Window— A new welcome window will greet first-time users, guiding them through the initial steps of using the platform.
EHR
- Remember Last EHR Selection— The system will now automatically remember and pre-select your last chosen EHR, saving you time during document processing.
- Select EHR Connections— You can now easily choose and manage your EHR connections directly within the platform.
✨ New Features & Improvements
Fax
- Clearer Report Naming— We've updated the terminology in your Subaccount Custom Reports from 'Plans' to 'Limits' for better clarity and consistency.
- Streamlined Fax History View— The Fax Blast tab in your Fax History will now only appear if your account has fax blasts enabled, providing a cleaner view.
Documents & Workspaces
- Smarter Document Data Extraction— Our document extraction now uses barcode scanning and visual cues from your PDFs to more accurately capture important information.
EHR
- More Reliable Login Process— We've improved the login process to prevent you from entering a login flow that is guaranteed to fail, ensuring a smoother experience.
🐛 Bug Fixes
Fax
- Fixed an issue where the 'Resend Triggers' bulk action was visible to users who did not have the necessary permissions to use it.
- Fixed an issue that prevented the Detailed Report (Legacy) from generating and caused a server error.
Documents & Workspaces
- Fixed an issue where documents in a workspace could not be viewed if their original source fax was deleted.
Identity & Access
- Fixed an issue where regular user sign-in audit events were not being recorded.
✨ New Features & Improvements
Introducing Custom Roles & Permissions
Available now in Toolbox → Roles
You asked for more control over who can do what and we delivered. Custom Roles & Permissions gives admins the flexibility to define exactly what each person on your team can access, down to the feature level.
Create roles from scratch or use an existing one as a starting point. Assign them to users individually or in bulk. And when your team's needs change, update or remove roles just as easily.
Your existing Admin, User, and Owner roles stay exactly as they are. This is purely additive. More control, less risk, and a smoother path to enterprise-wide adoption.
Documents & Workspaces
- Dedicated Document Types Tab— Document Types now have their own dedicated tab for easier management and access.
- Store Source Transmission Info— Documents now store source transmission information, providing more context about their origin.
Identity & Access
- Create Teams— You can now create new teams to organize your users and permissions more effectively.
- Edit Teams— Easily update the details and settings for your existing teams.
- Team Event Log— Keep track of all important activities and changes related to your teams with a new event log.
- Manage Team Members— Effortlessly add or remove members from your teams to control access and collaboration.
- Delete Teams— You can now remove teams that are no longer needed.
🐛 Bug Fixes
Fax
- Fixed an issue where email-to-fax sends could fail due to recipient name length.
- Fixed an issue where the send fax API response returned a null result code.
- Fixed an issue where outbound fax webhook payloads were missing legacy fields.
- Fixed an issue where API fax sends with scheduledDate set to now would fail silently.
Documents & Workspaces
- Fixed an issue where retrying a manual fax import job could duplicate documents.
- Fixed an issue where "Run Classification" could be enabled without an active model.
- Fixed an issue with concurrent duplicate OCR submissions causing errors.
Identity & Access
- Fixed an issue where user synchronization could encounter null violations.
The following will be released to the Documo platform no sooner than Wednesday, July 8:
✨ New Features & Improvements
Roles
- Expanded Role Support— Roles pages (located in the Toolbox) now fully support new roles, allowing for more flexible and precise user management.
Fax
- Improved LOA Upload Feedback— We now provide clear feedback if your Letter of Authorization (LOA) document fails to upload during a port submission, helping you resolve issues faster.
🐛 Bug Fixes
Fax
- Fixed an issue where toll-free provisioning failures were undiagnosable.
- Fixed an issue where the email plugin would encounter errors for fax numbers that did not have any assigned users.
Documents & Workspaces
- Fixed an issue where documents were being purged even if no retention policy had been set.
✨ New Features & Improvements
Fax
- Enhanced Webhook Visiblity— You can now view webhooks invoked for various fax events, allowing for better integration with your existing systems.
- Streamlined Fax Number Management— We've improved system efficiency for fax number management by cleaning up an unlinked queue.
Documents & Workspaces
- Flexible Document Ingestion— We've added an optional ZIP path for Intelligent Document Processing (IDP), providing more flexibility for how you upload documents.
🐛 Bug Fixes
Fax
- Fixed an issue where the fax history API incorrectly rejected requests with an empty account ID parameter.
Portal
- Fixed an issue where tooltips were not appearing in the correct location.
- Fixed an issue where contact searches would not return results when initiated from pages beyond the first.
✨ New Features & Improvements
Fax
- Dedicated Fax Blast History— Easily review the status and details of your fax blasts with a new dedicated tab in your Fax History.
Documents & Workspaces
- Real-time Document Updates— Your document list now automatically refreshes to show the latest changes, so you always see the most current information.
- Enhanced Document Filtering— You can now filter your documents by multiple statuses and types at once, making it easier to find exactly what you need.
Identity & Access
- Streamlined User Role Management— A new 'User Assignments' tab makes it simpler to manage and assign roles to your users.
Workflow
- Workflow Templates Now in Beta— Our new suite of workflow templates for renaming, sending to EHR, routing to workspaces, and applying tags is now available for beta testing, helping you automate common tasks.
🐛 Bug Fixes
Fax
- Fixed an issue where fax history updates were not always correctly filtered by account.
- Fixed an issue preventing legacy fax summary reports from loading correctly.
- Fixed an issue that caused fax blasts with attachments to fail.
- Fixed an issue where downloaded fax filenames were not always correctly formatted.
Documents & Workspaces
- Fixed an issue where the document type dropdown was not displaying all available document types.
EHR
- Fixed an issue that prevented sign-in when an organization ID had different casing.
- Fixed an issue where the task creation due date field would clear itself, preventing submission.
Portal
- Fixed an issue where loading spinners would sometimes get stuck until the page was clicked.
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