Changelog
Follow up on the latest improvements and updates.
RSS
✨ 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.
✨ New Features & Improvements
Fax
- Tag validation for fax blasts— Tags are now validated when sending fax blasts, helping prevent errors before a blast is sent.
- Fax summary report respects permissions— Users will now only see data in the fax summary report that they have permission to access.
Documents & Workspaces
- Compress documents— You can now compress documents directly within your workspace to reduce file size.
- Simplified OCR menu— The OCR options have been consolidated into a single, cleaner menu item for easier use.
- OCR-to-PDF tracked separately in activity log— When a document is converted from OCR to PDF, it now appears as its own distinct activity in the document history.
🐛 Bug Fixes
Fax
- Fixed an issue where blank pages appeared when downloading a split fax as a PDF.
- Fixed an error that occurred when trying to split and download a fax.
- Fixed a bug where fax settings (such as priority and other fields) would revert to their previous values instead of saving properly.
Documents & Workspaces
- Fixed an error that prevented OCR data from being saved correctly.
- Fixed a bug where renaming a workspace caused the edit button to disappear.
Document Classification
- Fixed an issue where documents failed to have a document type assigned during classification.
new
5.66.0
New Features & Enhancements
EHR Integration
- Ability to search patients by Person Number in NextGen Document Management
- Patient search now runs automatically when navigating to supported EHR workflows
- Improved token handling for organizations using custom domains
Workspaces
- Ability to remove individual pages from documents
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Bug Fixes
Fax
- Fixed an issue where port-out requests were missing from number history
- Fixed an issue where the displayed FOC (Firm Order Commitment) date was off by one day
- Fixed an issue where the "Cancel Port In" button remained visible on already-completed port requests
- Fixed an issue where the fax.v1.number.portedwebhook was no longer firing after a number port completed
- Fixed an issue where toll-free number auto-provisioning during signup would fail without displaying an error message
EHR Integration
- Fixed an issue where dates were displayed inconsistently across certain EHR state views
Workspaces
- Fixed an issue where documents would remain stuck in an "uploading" state after a multi-file upload
new
5.65.0
The following will be released to the Documo platform no sooner than Wednesday, May 27th:
Bug Fixes
Workspace
- Fixed an issue where the OCR-to-PDF conversion process was not correctly generating updated document versions.
Identity & Access
- Resolved a missing "Change Password" form that prevented users from updating their password.
Extraction
- Fixed a missing Edit button on the field management page that prevented users from modifying extraction fields.
New Features & Improvements
Workspace
- Added a Print option in the document processor, allowing users to print documents directly from within the workspace.
- Added a Refresh button to the document list, giving users a quick way to reload and see the latest documents without refreshing the entire page.
- Improved the empty state view in the document list for a cleaner, more informative experience when no documents are present.
- Documents can now be date stamped as part of the document versioning workflow.
Extraction
- Introduced a new field rule — "Restrict Field Setter Until Other Field Set" — which allows administrators to configure fields so that one field cannot be filled until a prerequisite field has been completed first.
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
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