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Changelog

Follow up on the latest improvements and updates.

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new

5.53.0

The following will be released to the Documo platform no sooner than Wednesday, February 25th:
Bug Fixes
Fax
  • Resolved an issue where multiple tags could not be added within the fax view.
Document Processing
  • Fixed an issue where extraction output in document history did not display all extracted fields.
EHR Integrations
  • Corrected an issue where date values were not being uploaded correctly in NextGen Document Management.
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New Features & Improvements
Fax
  • Added fax forwarding settings, giving users more control over how inbound faxes are routed. Reach out to support to have this enabled.
Workspaces
  • Introduced automatic split detection, enabling the system to intelligently analyze separate documents.
  • Users can now review and apply split suggestions directly within the workspace.
  • Workspace Settings are now accessible from the Account kebab menu for quicker navigation.
EHR Integrations
  • NextGen Document Management now displays the field values used to file a batch, improving visibility into the filing process.

new

5.52.0

The following will be released to the Documo platform no sooner than Wednesday, February 18th:
  • Fixed an issue where fax files were not duplicated properly in the Notify Unregistered workflow
  • Resolved missing resultInfo data from fax webhook payloads for on-net transmissions
  • Corrected an error that occurred when attempting to delete soft-deleted users
  • Improved clarity by changing "Account not active" messaging to "Product not active" in billing status displays
  • Enhanced encounter field handling for NextGen Document Management integration
  • Fixed automation toggle state not persisting when switching between tabs in Workspace Settings

new

5.51.0

The following will be released to the Documo platform no sooner than Wednesday, February 11:
  • Fixed an issue where the Letter of Authorization (LOA) template download link was not working during a port request submission
  • Resolved a problem where field labels weren't resetting when switching between accounts, which could cause extraction errors
  • Fixed text overflow in the Document Type column in Workspace
  • Fixed an issue where port-in rejection notifications weren't being properly processed for fax numbers
  • Fixed an error that prevented SAML metadata downloads when special characters were present
  • Resolved an issue preventing NextGen document management batches from being filed correctly
  • Added support for text fields with predefined dropdown options in extraction
  • Introduced bulk document splitting capability in Workspace
  • Enhanced the document processor to display all document fields for better visibility
  • Expanded available area codes for fax number provisioning
  • The ability to click on a fax in history to preview it without having to first click the kebab menu and View/Print

new

5.50.0

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

new

5.49.0

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

new

5.48.0

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

new

5.47.0

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

new

5.46.0

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

new

5.45.0

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

new

5.44.0

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
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