Changelog
Follow up on the latest improvements and updates.
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new
5.64.0
The following will be released to the Documo platform no sooner than Wednesday, May 20th:
Bug Fixes
EHR
- Fixed an issue where patient search results displayed internal patient IDs instead of patient names, improving readability when looking up patients.
- Resolved a problem in NextGen Document Management where the Encounter field appeared for users who should not have access to it based on their document type settings.
- Fixed a validation error in NextGen Document Management that incorrectly prompted users to select a practice even when one had already been configured.
New Features & Improvements
Workspace – Documents
- Introduced document versioning, giving users the ability to manage, rotate, and annotate multiple versions of a document within their workspace.
new
5.63.0
The following will be released to the Documo platform no sooner than Wednesday, May 13th:
Bug Fixes
Fax
- Fixed an issue where phone numbers were missing from number notification override settings
- Fixed a payload structure mismatch that caused resent webhooks to deliver incorrect data
- Fixed a 500 error that was incorrectly returned when a user attempted to access a cover page without permission
New Features & Improvements
Fax
- Fax webhooks now use a trigger queue, improving delivery reliability and processing consistency
- Faxes can now be added to multiple workspaces simultaneously, giving teams more flexibility in organizing shared documents
Identity & Access
- SAML certificate input now automatically trims whitespace, reducing configuration errors during SSO setup
- Users who log in via PointClickCare (PCC) will now have their last names correctly populated at account creation
new
5.62.0
The following will be released to the Documo platform no sooner than Wednesday, May 6th:
Bug Fixes
Fax
- Fixed an issue where duplicate email notifications were being sent for number porting requests.
- Fixed an issue where device assignments were not being cleared when a subscription was terminated.
- Fixed an issue where custom notification email subjects were not saving correctly.
- Fixed an issue where fax annotations were not rendering when using the bulk "View/Print" action.
- Fixed an issue where outbound number tags were not visible when an inbound tag was also set on the same number.
- Fixed an issue where sending a fax via email was adding an extra blank page to the document.
- Fixed an issue where fax history was not loading on iOS devices.
Portal
- Fixed an issue where the collapsed side navigation menu was slow to respond when expanding menu groups.
Identity
- Fixed an issue where an active user was unable to log in via social login (OAuth) if a deactivated account with the same email address existed in the system.
New Features & Improvements
Fax
- Users will now receive an email notification when a port-out request is automatically approved.
EHR
- Added support for Extended Care Professional as an available EHR option.
- Required picklist fields with only one available option are now automatically pre-filled, reducing manual data entry during document processing.
IDP
- Splitting a document now supports reordering the pages of the document
Portal
- Improved the Create and Edit Webhook windows to support scrolling, making it easier to work with longer configurations.
new
5.61.0
The following will be released to the Documo platform no sooner than Wednesday, April 29th:
Bug fixes
Fax
- Fixed an issue where the Connectors menu item was incorrectly visible to users with the User role.
- Resolved an error that caused number porting confirmation webhooks to fail for toll-free fax numbers.
EHR
- Fixed an issue where the PointClickCare integration was not using the correct branded redirect URL during authentication.
Identity
- Resolved a login failure where an active user could not sign in via SAML if a deactivated account existed with the same email address.
New features & improvements
Fax
- Updated the copy and labels in the My Fax Numbers section for improved clarity.
- Fax numbers are now displayed in a monospace font for easier readability.
- Increased the maximum number of fax numbers that can be included per Caller ID request from 10 to 1,000.
Workspace
- Document deletions in Workspaces are now recorded as events, improving audit trail coverage.
new
5.60.0
The following changes will be released to the Documo platform no sooner than Wednesday April 22, 2026.
New Features & Enhancements
Identity & Permissions
- Added Permission: Manage Workspace role
- Added Permission: Send to EHR role
- Added Permission: Access All Faxes
- Added the ability to filter users by activation status
EHR Integrations
- Implemented field support for ModMed
- Implemented field support for NextGen
- Implemented field support for NextGen Document Manager
Fax
- Added the ability to override inbound notifications on a per-number basis
- Fax details are now included in SFTP sync failure notification emails
- Added the ability to link devices to shipped orders by MAC address
Workspaces
- Added ability to create new tags during tag assignment
- Completed a fully documented API suite for document splitting
- Removed restrictions on editing default fields
- Added the ability to create a Sign Document directly from Workspaces
- Workspace notification emails now link directly to relevant Workspace
Bug Fixes
- Fixed custom fields from a parent account incorrectly displaying in child accounts
- Fixed document names resetting unexpectedly when interacting with the "rename" window
- Fixed workspaces triggering a 500 error due to a duplicate key constraint violation
- Fixed an issue where an unknown column faxMaxConcurrency caused errors in WatchTower fax queries
- Fixed an issue where an active user could not log in if a deactivated user existed with the same email address
- Fixed an issue where the Submit button was not visible for master account users on the Fax Caller IDs screen
new
5.59.0
The following changes will be released to the Documo platform no sooner than Wednesday, April 15th:
Bug Fixes
Fax
- Fixed an issue where archiving a large number of faxes through the portal resulted in an error
- Fixed an issue where tags on fax numbers were not updating in the UI without a manual page refresh
- Fixed an issue where a port-in status would incorrectly revert from "Completed" when a late FOC webhook arrived
- Fixed an issue where the requested FOC date displayed in the UI was off by one day
EHR – NextGen Document Management
- Fixed an issue where required date fields were incorrectly treated as optional during document processing
- Fixed an issue where the document processor was limiting NextGen DM document types to a maximum of 50
Portal
- Fixed a styling issue causing the Webhooks tab to appear unstyled
Workspace
- Fixed an issue where splitting a document incorrectly preserved the original document's type instead of applying the appropriate type to the split result
New Features & Improvements
Workspace – Documents
- Patient names now display in full when hovering over a document, making it easier to identify records at a glance
Fax – Numbers
- Improved handling of port-in webhook errors: the system now correctly processes "PIN is invalid" group statuses, reducing failed or stuck port-in requests
new
5.58.0
The following will be released to the Documo platform no sooner than Thursday, April 9th:
Bug Fixes
Workspace
- Fixed an issue where Document Types could be created under the wrong account.
- Fixed an issue where Basic Users were unable to assign a Document Type to a document.
- Fixed an issue where Basic Users could incorrectly see the Create Workspace button.
- Fixed an issue where uploading a document would silently fail with a "Could not convert document to PDF" error, causing the document to disappear.
Fax
- Fixed an issue where the download option was incorrectly disabled for split faxes in a failed state.
EHR Integrations
- Fixed an issue where the ModMed setup modal would not close after a successful integration.
- Fixed an issue where OpenEMR login was not functioning correctly.
Branding
- Fixed an issue where creating a custom domain would fail due to palette validation errors.
Extraction
- Fixed an OCR formatting issue that was causing downstream extraction errors.
New Features & Improvements
Fax
- Admins can now upload images directly within the cover page editor.
- Fax resend and forward operations now use PDF instead of TIFF, improving compatibility and document quality.
Identity & Account
- User deactivation is now handled distinctly from deletion, giving administrators more flexibility in managing user access.
- The sign-up flow now includes additional fields for Company, Industry, and EHR to better capture account context at onboarding.
- The list of available Industry selections has been expanded to better reflect the range of customers on the platform.
EHR Integrations
- Extended field support for OpenEMR has been implemented at both the platform and state management levels.
- Extended field support for ModMed has been implemented at the platform level.
Workspace – Documents
- The date column in document lists now displays the inbox date for clearer chronological reference.
- Documents can now be sorted from oldest to newest.
Portal
- Product access icons in the Portal have been updated for improved clarity.
new
5.57.0
The following will be released to the Documo platform no sooner than Wednesday, March 25th:
Bug Fixes:
Fax
- Resolved an issue where port-out numbers were not included in associations after being soft-deleted.
- Reverted tag colors back to original.
Identity
- Fixed an issue where the SCIM banner was incorrectly displayed for users whose SCIM status had not been set.
New Features & Improvements:
Fax
- Users will now receive email confirmations when a port-out request completes successfully.
- Annotations in fax history can now be edited directly, making it easier to update notes after the fact.
Portal
- The Webhooks page now includes an account filter, allowing users to more easily find and manage webhooks by account.
- Departments can now access the Help tab in the portal.
Workspaces
- Added a Send to EHR action in document history, giving users a time stamp on when and where a document was sent.
- Classification Models have been moved to the Settings area for a more intuitive navigation experience.
- The Split Processor can now be launched directly from the Document Processor, streamlining multi-document workflows.
- When split analysis detects that a document contains multiple segments, users will now see a clear visual indicator — making it easier to identify and act on complex documents.
new
5.56.0
The following will be released to the Documo platform no sooner than Thursday, March 19th:
Bug Fixes
Document Conversion
- Fixed an issue where large PDF files failed to convert to TIFF due to memory limits
Extraction
- Fixed an issue where adding a custom field caused conflicts with system fields during extraction
New Features & Improvements
Fax
- Fax numbers now support descriptions, making it easier to identify and manage numbers across your account
- Annotations in fax history can now be edited after they've been created
- Improved monochrome rendering for documents containing light or thin fonts
new
5.55.0
The following will be released to the Documo platform no sooner than Monday, March 16th:
Bug Fixes:
Fax
- Fixed an issue where the auto-print setting in FaxBridge settings was not being applied to faxes sent on-net
- Fixed an issue where the additional info field was not populated when a Fax Blast encountered an error.
EHR Integrations
- Fixed an error in ModMed where uploading a document would return an "Invalid file/format not supported" message.
- Fixed an issue in NextGen Document Management where the processor displayed a completed status even when an upload had failed.
Workspaces
- Fixed an issue where document details could not be viewed if the user did not have access to the document owner's account.
- Fixed an issue where settings for other accounts were not visible.
- Fixed an issue where the IDP report was not correctly accounting for managed accounts.
- Fixed an issue where the Packet Analysis setting was not saved when creating a new workspace.
New Features & Improvements:
Workspaces Tags
- Tags can now be assigned in Workspaces
- Tags can be created and managed in Workspace Settings
- Tags can be assigned to multiple documents at once using bulk actions
- A new filter has been added to the document list, allowing you to search and filter documents by tag.
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