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