Changelog

Follow up on the latest improvements and updates.

RSS

The following will be released to the Documo platform no sooner than Wednesday, January 28:
  • Resolved issue where inbound faxes were incorrectly marked as outbound in Sandbox environment
  • Fixed port-in rejection webhooks to properly detect and process rejection notifications
  • Fixed issue where ModMed documents were missing from the unassociated queue
  • Corrected date of birth format in patient search to display as MM/DD/YYYY
  • Removed timestamp from NextGen date values for cleaner data display
  • Resolved extraction failures caused by unsupported date/time formats
  • Added document splitting capability with full history tracking
  • Enhanced NextGen Direct Messaging with batch file upload functionality
  • Added ability to select patient directly alongside field mapping in NextGen Direct Messaging
The following will be released to the Documo platform no sooner than Wednesday, January 21st:
  • Resolved an error where attempting to send a password-protected PDF via the fax API would fail
  • Corrected a bug where clicking "rotate right" once in the fax history viewer caused the image to rotate twice on screen, though the saved version was correct
  • Resolved an issue where malformed headers in API requests would return a 500 error instead of a more appropriate error response
  • User email changes are now properly recorded in the events log
  • The "Replace Current Number" function now updates both the fax number and the associated caller ID in a single operation
  • Workspace fields and extraction requests now support complex object values, enabling richer data structures
The following will be released to the Documo platform no sooner than Tuesday, January 20th:
  • Resolved issue where subaccounts could incorrectly access porting notification settings
  • Corrected subaccount permissions for number porting requests via API
  • Resolved notification failures when fetching number cancellation reasons
  • Fixed file processing errors when handling certain TIFF documents
  • Resolved PDF conversion issues for TIFF files with color profiles
  • Corrected text extraction errors that could cause processing failures
  • Enhanced token management for NextGen and PointClickCare integrations
  • Streamlined document name editing with fewer clicks required
  • Improved document processor interface layout
  • Added field and type selection capabilities for NextGen document management
  • Improved patient selection workflow
  • Enhanced document upload process with clearer status indicators
  • Enhanced error messages when provisioning numbers
  • Added port completion time information in notification emails
The following will be released to the Documo platform no sooner than Tuesday, January 6th:
  • Bug fix for cover page names reverting to previous names
  • Bug fix for numbers not transferring to new account when an account is migrated
  • Bug fix for notification email subjects not saving
  • Bug fix for "Account not active" shown for Sign subscription
  • Bug fix for porting notifications not sent to parent account
  • Bug fix for IDP icon disappearing after opening the processor
  • New options for bulk downloading documents in Workspaces - options include one combined PDF, one combined TIFF, or Zipped file
  • View action will be removed from Workspaces. When clicking on the document, this automatically brings you to the processor
  • Deletion of documents stuck in uploading state is now allowed
The following will be released to the Documo platform no sooner than Tuesday, December 9th:
  • Bug fix for users being able to navigate to product pages when access hasn't been granted
  • Bug fix for fax forward/resend not keeping original subject
  • Bug fix for support role users not being able to access some pages
  • Cancelled port ins will show the reason in the portal and emails
  • Port in times will now display in the portal
  • Port in page now has a search bar for searching specific numbers
  • The ability to now order FMCs via API
  • Port in requests preserve log for cancelled requests on the port in page
  • Bug fix for document status not automatically updating in the workspace
  • Bug fix for workspace being created even though an error is shown
  • Bug fix for ocr.v1.ocr-to-pdf.complete webhook not including correct document in the payload
  • Move and delete bulk actions added to Workspaces
  • The ability to now sort workspaces by different parameters
  • Truncating text in Documents column in Workspaces
  • Document endpoint payload structure has been standardized across multiple endpoints and webhooks
  • Document Manager is now available for NextGen® Software integration
The following will be released to the Documo platform no sooner than Wednesday, November 12th:
  • Bug fix for changes not being saved when updating a port request
  • Bug fix for not receiving email notifications for invalid numbers when sending email to fax
  • Bug fix for fax.v1.number.add webhook not being triggered after provisioning a number
  • Update to region search when provisioning numbers by region
  • Bug fix for missing email notifications for port requests and web portal displaying outdated status information
  • Bug fix for list of workspaces not loading for 'Add to Workspace' feature in Fax History
  • Bug fix for fax usage modal not opening on billing page
  • Workspaces option now available in 'Product Visibility' section in the portal
The following will be released to the Documo platform no sooner than Tuesday, October 28th:
  • Product Access reflects the new Documo services icons
  • Updated cards on Help modal
  • Update to only send one webhook when assigning multiple document fields simultaneously
  • Workspace columns have been rearranged
  • Bug fix where users were unable to set up a data source in Workspaces
  • The ability to add a Fax from Fax History to a Workspace
  • The ability to "Favorite" your Workspaces and filter by all Favorited Workspaces
  • IDP icon displays on each Workspace that has IDP actions automatically configured
The following will be released to the Documo Platform no sooner than Tuesday, October 14th:
  • Access level will be removed from API keys for any keys that are newly created. Old keys will not be affected. Access will be checked on the user's role that's assigned to the key.
  • Enhancements have been made to the side navigation bar, allowing navigation from the collapsed state
  • Bug fix for "Config was not found" error when switching from FTP to disabled
  • Bug fix for getting an error when cancelling a port request
  • Bug fix for preventing child resellers to be set to owner roles
  • Bug fix for not being able to edit BTN during port request draft
  • Bug fix for 'Descendants' toggle not working in FMC reports
  • Bug fix for user roles not being able to see a Workspace they were invited to
  • More document filters have been added to Workspaces
  • We have included document object in webhook payloads for IDP documents
The following will be released to the Documo platform no sooner than Thursday, October 1:
  • Reinstating
    Fax Blast Accepted
    email
  • Bug fix for the ability to block faxes from Documo numbers
  • Bug fix for internal server error when setting default fax optimization to auto
  • Rename
    Purge Immediately
    option in Account Fax Settings to
    Do not retain (purge within hours)
  • Bug fix for PDF form fields not appearing in IDP processor window
  • Added Document Filters - Source Fax number to Workspaces
  • Added Document Filters - Document Type to Workspaces
  • Auto-update was added for Document Type column in Workspaces
  • Added Edit Workspace Menu inside of the Workspace
  • Added the Document ID to the info/history window
The following will be released to the Documo platform no sooner than Tuesday, September 16th:
  • Bug fix when receiving an error while creating an Email to Fax domain
  • More specific error given when port out PIN creation throws an error
  • Bug fix for porting emails not displaying numbers
  • Bug fix for API key emails not sending
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