The following will be released to the Documo platform no sooner than October 1, 2026.
New Features & Improvements
Documents & Workspaces
  • Saved Document Filters
    — Your document filters will now automatically save for each workspace, so you don't have to reapply them every time you visit.
  • Document Deletion Permissions
    — You can now control which users have the ability to delete documents within a workspace, enhancing security and data management.
  • New "Done" Document Filter
    — Easily manage your document list by filtering to show only active, done, or all documents, helping you keep your workspace tidy without deleting completed items.
EHR
  • Updated Jane EHR Integration Link
    — The "Schedule Time" link on the Jane EHR tile has been updated to "Contact Support" and now directs you to our support team for assistance.
Bug Fixes
Fax
  • Fixed an issue where FOC emails displayed incorrect dates and times for port-ins, especially when no specific port time was available.
  • Fixed an issue where released fax numbers were not properly unassigned from Teams or removed as primary numbers for users.
  • Fixed a security vulnerability where users could unintentionally modify fax numbers belonging to other accounts.
Documents & Workspaces
  • Fixed an issue where users were unable to remove a workspace from their favorites if they didn't have specific management permissions.
  • Fixed an issue where clicking "Workspace Settings" from the Accounts page would sometimes open the settings for an incorrect account.
Portal
  • Fixed an issue where long text in table cells would sometimes overlap into neighboring columns.
Print Driver
  • Fixed issues with the Print to Fax 2.0 installer that prevented proper installation over older versions and ensured the correct application opens during sign-in.