Changelog
Follow up on the latest improvements and updates.
RSS
✨ New Features & Improvements
Fax
- See Assigned Teams for Fax Numbers— When managing fax numbers, you can now easily see which teams are already assigned to them.
Documents & Workspaces
- Assign Teams to Workspaces— Easily manage access and permissions by assigning entire teams to specific workspaces.
- Customizable Document Columns (Basic)— Personalize your document view by choosing which basic columns are displayed in your workspace.
- Customizable Document Columns (Fields)— Further customize your document view by adding specific field data as columns in your workspace.
- Upload Signed Document Versions— You can now easily upload signed versions of documents directly to your workspace.
- Document Print History— Document history now includes a record of when a document was printed, enhancing your audit trail.
- Mark Documents as Done— Keep your workspace organized by marking documents as "done" once their tasks are complete.
Identity & Access
- User Transfer Event Tracking— We now record user transfer events, providing a clearer audit trail for user management.
- See Existing Team Members— When adding users to a team, you can now easily see who is already a member.
- Improved Team Assignment Dropdown— A new dropdown filter makes it easier to search for and assign numbers to teams.
EHR
- Category Field for eCW— You can now categorize fields specifically for eCW integrations.
- Customize Picklist Fields with CSV— You can now easily customize picklist fields by uploading a CSV file.
Platform
- Enhanced Webhook Error Logging— We now record response headers from failed webhook requests to help you troubleshoot issues more effectively.
Sign
- Automatic Signed Document Upload— Signed documents are now automatically uploaded to your workspace, saving you a step.
🐛 Bug Fixes
Documents & Workspaces
- Fixed an issue where the PDF viewer toolbar would flicker.
- Fixed an issue where concurrent multi-file uploads would sometimes hang.
- Fixed an issue where date fields would sometimes get stuck in an infinite save loop.
The following changes will be made to the Documo platform no sooner than Wednesday, August 5th, 2026:
✨ New Features & Improvements
Documents & Workspaces
- Faster Extraction Processing— We've increased the parallel processing capabilities for extraction requests, leading to quicker document processing times.
Converter
- Improved Landscape PDF Handling— We now automatically rotate landscape PDF pages to ensure they properly fill the fax page when converted to TIFF.
🐛 Bug Fixes
Fax
- Fixed an issue where rotating faxes didn't work when using the bulk View/Print option.
- Fixed an issue where the User Fax Settings page incorrectly displayed the logged-in user's fax settings instead of the settings for the user being viewed.
- Fixed an issue that caused the queue for stuck faxes to get stuck due to an 'Invalid DateTime' error.
- Fixed an issue where the 'POST to FTP' button was visible even when an account had no FTP configuration set up.
- Fixed an issue that prevented users from resending or forwarding faxes belonging to other users.
- Fixed an internal issue related to default result codes for fax messages.
- Fixed an issue that caused fax number porting to fail when a street address contained a lowercase directional (e.g., 'north' instead of 'North').
- Fixed an issue where tags from an original fax were not inherited by a forwarded fax.
Documents & Workspaces
- Fixed an issue that caused a page crash when filtering documents by a single day.
- Fixed an issue where document extraction incorrectly handled certain values, such as MRN, with the wrong data type.
Identity & Access
- Fixed an issue where the 'Contact Us' email link added an extra '+' character to the support email address.
- Fixed an issue where users who were soft-deleted were still being incorrectly provided to Identity Providers.
- Fixed an issue where errors in requesting user roles were not displayed when inviting or creating new users.
EHR
- Fixed an issue where patient searches in the NextGen and NextGen DM platforms returned no results when a Date of Birth was included in the search criteria.
✨ New Features & Improvements
Fax
- Assign Fax Numbers to Teams— You can now assign specific fax numbers to teams, making it easier to manage and organize your fax communications.
- Team Fax Numbers Visible to Users— Users can now see and utilize fax numbers assigned to their teams, streamlining their faxing workflow.
- Filter Fax History by Team— Easily find specific faxes by filtering your fax history by team, improving your search efficiency.
Documents & Workspaces
- Pin Document Name and Tabs in Processor— The document name and tabs in the document processor can now be pinned, keeping important information visible as you scroll.
- Export Document List— You can now export your document list, making it easier to analyze and manage your documents outside the platform.
- New User Welcome Window— A new welcome window will greet first-time users, guiding them through the initial steps of using the platform.
EHR
- Remember Last EHR Selection— The system will now automatically remember and pre-select your last chosen EHR, saving you time during document processing.
- Select EHR Connections— You can now easily choose and manage your EHR connections directly within the platform.
✨ New Features & Improvements
Fax
- Clearer Report Naming— We've updated the terminology in your Subaccount Custom Reports from 'Plans' to 'Limits' for better clarity and consistency.
- Streamlined Fax History View— The Fax Blast tab in your Fax History will now only appear if your account has fax blasts enabled, providing a cleaner view.
Documents & Workspaces
- Smarter Document Data Extraction— Our document extraction now uses barcode scanning and visual cues from your PDFs to more accurately capture important information.
EHR
- More Reliable Login Process— We've improved the login process to prevent you from entering a login flow that is guaranteed to fail, ensuring a smoother experience.
🐛 Bug Fixes
Fax
- Fixed an issue where the 'Resend Triggers' bulk action was visible to users who did not have the necessary permissions to use it.
- Fixed an issue that prevented the Detailed Report (Legacy) from generating and caused a server error.
Documents & Workspaces
- Fixed an issue where documents in a workspace could not be viewed if their original source fax was deleted.
Identity & Access
- Fixed an issue where regular user sign-in audit events were not being recorded.
✨ New Features & Improvements
Introducing Custom Roles & Permissions
Available now in Toolbox → Roles
You asked for more control over who can do what and we delivered. Custom Roles & Permissions gives admins the flexibility to define exactly what each person on your team can access, down to the feature level.
Create roles from scratch or use an existing one as a starting point. Assign them to users individually or in bulk. And when your team's needs change, update or remove roles just as easily.
Your existing Admin, User, and Owner roles stay exactly as they are. This is purely additive. More control, less risk, and a smoother path to enterprise-wide adoption.
Documents & Workspaces
- Dedicated Document Types Tab— Document Types now have their own dedicated tab for easier management and access.
- Store Source Transmission Info— Documents now store source transmission information, providing more context about their origin.
Identity & Access
- Create Teams— You can now create new teams to organize your users and permissions more effectively.
- Edit Teams— Easily update the details and settings for your existing teams.
- Team Event Log— Keep track of all important activities and changes related to your teams with a new event log.
- Manage Team Members— Effortlessly add or remove members from your teams to control access and collaboration.
- Delete Teams— You can now remove teams that are no longer needed.
🐛 Bug Fixes
Fax
- Fixed an issue where email-to-fax sends could fail due to recipient name length.
- Fixed an issue where the send fax API response returned a null result code.
- Fixed an issue where outbound fax webhook payloads were missing legacy fields.
- Fixed an issue where API fax sends with scheduledDate set to now would fail silently.
Documents & Workspaces
- Fixed an issue where retrying a manual fax import job could duplicate documents.
- Fixed an issue where "Run Classification" could be enabled without an active model.
- Fixed an issue with concurrent duplicate OCR submissions causing errors.
Identity & Access
- Fixed an issue where user synchronization could encounter null violations.
The following will be released to the Documo platform no sooner than Wednesday, July 8:
✨ New Features & Improvements
Roles
- Expanded Role Support— Roles pages (located in the Toolbox) now fully support new roles, allowing for more flexible and precise user management.
Fax
- Improved LOA Upload Feedback— We now provide clear feedback if your Letter of Authorization (LOA) document fails to upload during a port submission, helping you resolve issues faster.
🐛 Bug Fixes
Fax
- Fixed an issue where toll-free provisioning failures were undiagnosable.
- Fixed an issue where the email plugin would encounter errors for fax numbers that did not have any assigned users.
Documents & Workspaces
- Fixed an issue where documents were being purged even if no retention policy had been set.
✨ 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
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