Changelog
Follow up on the latest improvements and updates.
RSS
The following will be released to the Documo platform no sooner than November 5, 2026.
New Features & Improvements
Documents & Workspaces
- Enhanced Document Activity Webhooks— You can now set up webhooks to be notified about a comprehensive list of document activities within your workspaces, including creation, updates, views, and sharing events.
- Streamlined Workspace Creation and Management— Creating a new workspace is now quicker, and you'll be taken to a dedicated full-page settings view to easily configure all aspects of your workspace, from IDP to members.
- Customizable Extraction Profiles for Workspaces— You can now define and assign specific extraction profiles to your workspaces, giving you precise control over field definitions and extraction settings for each workflow.
Identity & Access
- Bulk User Management for Product Access and Notifications— Easily update product visibility and fax notification settings for multiple users simultaneously, saving time and simplifying user administration.
- Personalize Your Default Homepage— You can now choose your preferred landing page after logging in, allowing you to quickly access the features you use most often.
SMS
- Enhanced SMS Outbound Messaging Reliability— This foundational update to our SMS messaging system ensures more reliable and consistent delivery of your outbound messages.
Bug Fixes
Fax
- Fixed an issue where fax numbers from accounts terminated before a specific date were not being released correctly.
Documents & Workspaces
- Fixed an issue where OCR was skipped for documents that were split into multiple parts.
The following will be released to the Documo platform no sooner than October 29, 2026.
New Features & Improvements
Fax
- Cancel Scheduled Faxes— You can now reliably cancel faxes that are scheduled for a future time, while the cancel option will no longer appear for faxes that cannot be stopped.
- Clearer Default Fax Caller ID Status— Your fax settings now clearly indicate when your selected default caller ID is no longer available, helping you avoid sending faxes from an incorrect or unavailable number.
- Monthly Toll-Free Number Provisioning Limit— To ensure fair access to toll-free numbers for all users, a monthly limit of 20 numbers has been introduced for provisioning new toll-free fax numbers per account.
Documents & Workspaces
- Send Multiple Documents as a Single Fax— You can now select several documents from your workspace and send them together as one combined fax, streamlining your workflow.
- Retain Document List Position— When you return to your document list after viewing a document, the list will now remember your previous scroll position, pagination, and sort order, saving you time.
EHR
- Flattened EHR Document Uploads— When you upload an annotated document to your EHR, all annotations are now automatically flattened into the document, ensuring they remain a permanent part of the record.
- Multiple Activities for EHR Integrations— EHR integrations now support multiple distinct activities for a single document, allowing you to manage different workflows and fields more precisely within your EHR settings.
Bug Fixes
Portal
- Fixed an issue where the sidebar would incorrectly display features from the impersonating agent's account instead of the impersonated user's account.
The following will be released to the Documo platform no sooner than October 22, 2026.
New Features & Improvements
Fax
- Custom Fields for Fax Numbers— Personalize your fax numbers with custom fields, allowing you to store and manage additional relevant information for each number.
Documents & Workspaces
- Document Activity Notifications— Stay informed about important changes to your documents with new notifications that alert you to activities like creation, movement, signing, and more.
- Direct Links in Document Activity Notifications— Document activity notifications now include a direct link, allowing you to quickly access the specific document that was updated.
- Flattened Document Downloads— Downloaded documents with annotations will now have those annotations permanently embedded, ensuring they cannot be easily altered or removed.
- Enhanced IDP Processed Documents Report— The IDP Processed Documents report now includes data for the parent account, providing a more comprehensive overview of document processing.
Identity & Access
- Streamlined New Account Setup— New billable accounts now automatically prompt you to create an owner user, ensuring immediate access to billing features.
EHR
- Improved EHR Integration Settings— Manage your EHR integration settings more efficiently with new dedicated pages that offer a clearer layout and easier configuration.
- Enhanced EHR Document Upload Security— EHR document uploads now securely retrieve files directly from document storage, preventing unauthorized file substitutions.
Portal
- Quick Access to Recent and Favorite Workspaces— Easily navigate to your most-used and recently viewed workspaces directly from the main navigation menu.
Bug Fixes
Fax
- Fixed an issue where notification emails sent to unregistered recipients for faxes did not display the account's custom branding.
- Fixed an issue where fax sends would fail if the sender's sign-in device was removed during the process.
Identity & Access
- Fixed an issue where user emails were not marked as verified after accepting an invitation through SAML Single Sign-On.
The following will be released to the Documo platform no sooner than October 15, 2026.
New Features & Improvements
Documents & Workspaces
- Export Workspace Activity— You can now download a detailed CSV report of all activities within a workspace, making it easier to audit and track document changes.
- Increased Document Upload Limit— You can now upload up to 100 files at once, significantly speeding up the process of adding multiple documents.
- Automated Activities for Moved Documents— Documents moved between workspaces will now automatically trigger any configured intelligent document processing activities, ensuring consistent processing regardless of how they arrive.
- Direct Document Links— When viewing a document in the processor, the browser's URL now reflects the specific document, allowing you to easily share direct links or bookmark individual documents.
- Bulk Document Status Updates— You can now mark multiple documents as "Done" or "Not Done" in bulk, making it quicker to manage document processing statuses.
- Document Deletion Audit Events— All document deletions, whether manual or via retention policies, are now logged as events for improved security and auditability.
Identity & Access
- Bulk Team Assignment for Users— You can now assign multiple users to the same set of teams simultaneously, streamlining user management.
- User Role Assignment Audit Events— All changes to user platform and super roles are now logged as events, enhancing security and auditability.
EHR
- Improved eCW Practice Name Lookup— The system now accurately identifies and displays the full practice name for eCW integrations, providing clearer context for your EHR platforms.
- EHR Registration Audit Events— Actions related to registering or unlinking EHRs are now logged as events, providing a clear audit trail for these critical integrations.
Bug Fixes
Documents & Workspaces
- Fixed an issue where API requests for in-progress document activity incorrectly returned a "501 Not Implemented" error instead of the expected status or an authentication error.
- Fixed an issue where users attempting restricted actions in a workspace would incorrectly receive a "Workspace not found" error instead of a clear permission denial.
The following will be released to the Documo platform no sooner than October 8, 2026.
New Features & Improvements
Fax
- Scheduled Fax History Exports— You can now schedule recurring exports of your fax history, making it easier to analyze trends and diagnose issues without manually generating reports.
Identity & Access
- Account Selector on Settings Pages— Easily switch between accounts directly from your Account Settings and Account Fax Settings pages, simplifying management for multi-account users.
- Account Selector on Roles Pages— You can now manage roles for different accounts more efficiently by using the new account selector on the Roles pages.
EHR
- Cross-Account EHR State Management— You can now manage EHR state, including viewing, creating, updating, and finalizing documents, across parent and sub-accounts directly from the Document Processor's Send tab.
- Streamlined Jane EHR Connection— Users can now easily connect their Documo account to Jane EHR directly from the Jane application, simplifying the setup process for individual users.
Workflow
- Set Document Type in Workflows— Workflows can now automatically assign a document's type, streamlining your document classification and processing.
Bug Fixes
Fax
- Fixed an issue where users could incorrectly add or remove tags on fax numbers belonging to other accounts, or encounter an error when tagging a non-existent number.
- Fixed an issue that prevented faxes from being sent with attachments hosted on storage.googleapis.com.
Documents & Workspaces
- Fixed an issue where switching between "Active," "Done," or "All" document views in a workspace could incorrectly show "No documents found" if you were not on the first page.
Identity & Access
- Fixed an issue where the "Send" button was sometimes disabled without explanation when inviting a new user, due to hidden password validation errors from a previous tab.
- Fixed an issue where the role displayed for team members was sometimes outdated after their platform role had been changed.
The following will be released to the Documo platform no sooner than October 1, 2026.
New Features & Improvements
Documents & Workspaces
- Saved Document Filters— Your document filters will now automatically save for each workspace, so you don't have to reapply them every time you visit.
- Document Deletion Permissions— You can now control which users have the ability to delete documents within a workspace, enhancing security and data management.
- New "Done" Document Filter— Easily manage your document list by filtering to show only active, done, or all documents, helping you keep your workspace tidy without deleting completed items.
EHR
- Updated Jane EHR Integration Link— The "Schedule Time" link on the Jane EHR tile has been updated to "Contact Support" and now directs you to our support team for assistance.
Bug Fixes
Fax
- Fixed an issue where FOC emails displayed incorrect dates and times for port-ins, especially when no specific port time was available.
- Fixed an issue where released fax numbers were not properly unassigned from Teams or removed as primary numbers for users.
- Fixed a security vulnerability where users could unintentionally modify fax numbers belonging to other accounts.
Documents & Workspaces
- Fixed an issue where users were unable to remove a workspace from their favorites if they didn't have specific management permissions.
- Fixed an issue where clicking "Workspace Settings" from the Accounts page would sometimes open the settings for an incorrect account.
Portal
- Fixed an issue where long text in table cells would sometimes overlap into neighboring columns.
Print Driver
- Fixed issues with the Print to Fax 2.0 installer that prevented proper installation over older versions and ensured the correct application opens during sign-in.
The following will be released to the Documo platform no sooner than September 24, 2026.
Introducing Teams, our new feature that allows organizations to group users and shared resources inside one account for more visibility and bulk editing. Learn more about Teams.
New Features & Improvements
Documents & Workspaces
- Retract Documents from External Review— You can now retract a document that was sent for external review, giving you more control over shared information.
- Enhanced AI Field Generation— Our AI can now intelligently generate and edit extraction fields based on your uploaded documents and account configurations, ensuring best practices are followed.
- Quick Access to Send to Sign— The "Send to Sign" button is now conveniently located in the Document Processor toolbar, streamlining your workflow for sending documents for signature.
Identity & Access
- Team-Based Product Access— Users can now inherit product access from their assigned teams, simplifying permission management and ensuring everyone has the tools they need.
EHR
- Updated eCW Platform Fields— We've reconfigured several fields for the eCW platform, including renaming "Category" to "Document Folder" and adjusting required fields, to better align with your workflow.
- eCW-Specific Terminology— The platform now uses eCW-specific terms, such as "Practitioner" instead of "Provider," in relevant areas to make your experience more intuitive.
- Enhanced eCW Patient Search— You can now search for eCW patients using a combination of first name, last name, and date of birth, making it easier to find the correct patient.
- Standardized Date Format— Date fields across the platform, including in NextGen DM and eCW, now consistently use the MM/DD/YYYY format, making data entry more predictable.
- Simplified Jane EHR Integration Setup— Users can now initiate the connection process to Documo directly from the Jane application, making it easier to set up your Jane EHR integration.
Portal
- Improved Searchable Dropdowns— You can now start searching in dropdown menus with just one character, making it quicker to find what you need.
- Faster Dropdown Loading— Dropdown menus now load items as you scroll, improving performance and making it easier to browse long lists without typing.
- Refined Table Appearance— Tables throughout the platform have received a visual refresh with updated styling, including improved spacing and corner radii, for a cleaner look.
Signature
- Send Multiple Documents as a PandaDoc Bundle— You can now select and send up to 10 workspace documents as a single PandaDoc bundle, streamlining the signing process for multiple documents with one recipient.
Bug Fixes
Documents & Workspaces
- Fixed an issue where the list of assigned members in a workspace would not automatically refresh after adding a new member.
EHR
- Fixed an issue where searching for providers in NextGen DM with the exact term "and" would fail.
NOTE: Release notes will now be post on Wednesdays, and releases will be scheduled for Thursdays.
The following will be released to the Documo platform no sooner than September 17, 2026.
New Features & Improvements
Fax
- Search Caller ID Requests by Number— You can now easily find Caller ID requests by typing a fax number into the search bar, making it quicker to locate specific requests.
Documents & Workspaces
- Clearer Document Duplication Option— The "Split" option in the document viewer has been renamed to "Split / Duplicate" to make it clearer that you can also use this feature to create a copy of your document.
- Streamlined Document Viewer Toolbar— We've reorganized the document viewer toolbar to group related actions more logically, including new zoom and rotate options, and it now neatly collapses into an overflow menu when space is limited.
EHR
- Updated Support Contact for Integrations— The "Schedule Time" link on the Integrations page has been updated to "Contact Account Management" and now directs you to the correct team for live support and assistance.
Portal
- Improved Text Readability— We've updated the color of muted text throughout the product to ensure it meets accessibility standards and is easier to read in both light and dark modes.
Bug Fixes
EHR
- Fixed an issue where required encounter fields were not populating correctly when uploading documents to NG DM, which prevented successful uploads.
- Fixed an issue where the EHR list was not scrollable, preventing access to all options and the 'Next' button when many EHRs were present.
The following will be released to the Documo platform no sooner than September 9, 2026.
New Features & Improvements
Fax
- Improved Caller ID Management— Your default Caller ID will now automatically clear if the associated fax number is no longer available, preventing issues with sending faxes.
- Updated Porting Documents— We've updated our Letter of Authorization (LOA) template to use the correct terminology for a smoother porting process.
- Streamlined Fax Numbers Page— The Fax Numbers page now displays more compactly, showing condensed user lists and formatted numbers for easier viewing.
- Retained Approved Caller ID Requests— Approved Caller ID requests will now remain active even if the user who submitted them is deleted, ensuring continuity for your fax operations.
- Assign Caller IDs to Specific Users— You can now assign specific Caller IDs to individual users, giving you more control over who can use which Caller ID for outbound faxes.
- Improved Fax History Filtering— The fax history user filter now more accurately displays faxes directly associated with a specific user, distinguishing them from faxes accessed via team assignments.
Documents & Workspaces
- Share Documents for External Review— You can now easily share Workspace documents with external guests for review, streamlining collaboration outside your organization.
- Track External Document Views— You can now see when an external guest views a shared document in your Workspace document history.
- Send Workspace Documents as Faxes— You can now directly send any document from your Workspace as a fax, integrating your document management and faxing workflows.
Guest
- External Document Approval— Guests can now approve shared documents directly, and their approved versions will be automatically updated in your Workspace.
- Set Expiration for Shared Documents— When sharing documents for external review, you can now set an expiration date, ensuring sensitive information is not accessible indefinitely.
Sign
- Automated Signature Requests for Workspace Documents— When you send a document for signature, its linked Workspace version will now automatically update to show a pending signature request.
The following will be released to the Documo platform no sooner than September 2, 2026.
New Features & Improvements
Fax
- Streamlined Fax Viewing Settings— We've removed an outdated setting to simplify how administrators and owners view faxes.
Documents & Workspaces
- Cross-Account Access Settings— You can now configure settings for managing access across multiple accounts.
- Cross-Account Workspace Management— Easily view and manage workspaces across different accounts from a single list.
Guest
- Guest Document Editing— Guests can now make edits to documents directly within the platform.
Print Driver
- Improved Print Driver Settings— Access and manage your print driver settings more easily with a dedicated screen and intuitive bottom navigation.
Bug Fixes
Fax
- Fixed an issue where the sender fax token appeared blank on sent faxes.
- Fixed an error that occurred when attempting to stream download a fax while it was still being received.
EHR
- Fixed a problem preventing the OpenEMR refresh token from updating correctly.
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