The following will be released to the Documo platform no sooner than October 22, 2026.
New Features & Improvements
Fax
- Custom Fields for Fax Numbers— Personalize your fax numbers with custom fields, allowing you to store and manage additional relevant information for each number.
Documents & Workspaces
- Document Activity Notifications— Stay informed about important changes to your documents with new notifications that alert you to activities like creation, movement, signing, and more.
- Direct Links in Document Activity Notifications— Document activity notifications now include a direct link, allowing you to quickly access the specific document that was updated.
- Flattened Document Downloads— Downloaded documents with annotations will now have those annotations permanently embedded, ensuring they cannot be easily altered or removed.
- Enhanced IDP Processed Documents Report— The IDP Processed Documents report now includes data for the parent account, providing a more comprehensive overview of document processing.
Identity & Access
- Streamlined New Account Setup— New billable accounts now automatically prompt you to create an owner user, ensuring immediate access to billing features.
EHR
- Improved EHR Integration Settings— Manage your EHR integration settings more efficiently with new dedicated pages that offer a clearer layout and easier configuration.
- Enhanced EHR Document Upload Security— EHR document uploads now securely retrieve files directly from document storage, preventing unauthorized file substitutions.
Portal
- Quick Access to Recent and Favorite Workspaces— Easily navigate to your most-used and recently viewed workspaces directly from the main navigation menu.
Bug Fixes
Fax
- Fixed an issue where notification emails sent to unregistered recipients for faxes did not display the account's custom branding.
- Fixed an issue where fax sends would fail if the sender's sign-in device was removed during the process.
Identity & Access
- Fixed an issue where user emails were not marked as verified after accepting an invitation through SAML Single Sign-On.