Changelog
Follow up on the latest improvements and updates.
RSS
✨ 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
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
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