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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.