The following will be released to the Documo platform no sooner than October 15, 2026.
New Features & Improvements
Documents & Workspaces
- Export Workspace Activity— You can now download a detailed CSV report of all activities within a workspace, making it easier to audit and track document changes.
- Increased Document Upload Limit— You can now upload up to 100 files at once, significantly speeding up the process of adding multiple documents.
- Automated Activities for Moved Documents— Documents moved between workspaces will now automatically trigger any configured intelligent document processing activities, ensuring consistent processing regardless of how they arrive.
- Direct Document Links— When viewing a document in the processor, the browser's URL now reflects the specific document, allowing you to easily share direct links or bookmark individual documents.
- Bulk Document Status Updates— You can now mark multiple documents as "Done" or "Not Done" in bulk, making it quicker to manage document processing statuses.
- Document Deletion Audit Events— All document deletions, whether manual or via retention policies, are now logged as events for improved security and auditability.
Identity & Access
- Bulk Team Assignment for Users— You can now assign multiple users to the same set of teams simultaneously, streamlining user management.
- User Role Assignment Audit Events— All changes to user platform and super roles are now logged as events, enhancing security and auditability.
EHR
- Improved eCW Practice Name Lookup— The system now accurately identifies and displays the full practice name for eCW integrations, providing clearer context for your EHR platforms.
- EHR Registration Audit Events— Actions related to registering or unlinking EHRs are now logged as events, providing a clear audit trail for these critical integrations.
Bug Fixes
Documents & Workspaces
- Fixed an issue where API requests for in-progress document activity incorrectly returned a "501 Not Implemented" error instead of the expected status or an authentication error.
- Fixed an issue where users attempting restricted actions in a workspace would incorrectly receive a "Workspace not found" error instead of a clear permission denial.