LIVE WEBINAR SEPTEMBER 16

Still asking whether anyone got that fax? Watch us build the fix, start to finish.

Watch it live
Live Webinar • September 16, 12 PM CT

Meet Workspaces: From Fax Inbox to Organized Workflow

A fax that lands is not the same as work that gets done. Workspaces give every team its own shared inbox, with their own permissions and their own routing, so nobody digs through one central pile to find their part. In this session we set one up live from an empty account, then show what happens after a document arrives.
Reserve Your Spot

See how to create shared team inboxes, organize incoming documents, and automate what happens next.

Here is what you will experience:
Workspaces, set up live

See how to create a Workspace from scratch, add users, manage access, route a fax number and connect to your EHR. Workspaces are available to all Documo customers.

A structure that fits your organization

Learn how teams organize Workspaces by location, department or service line, and how to combine approaches as needs evolve.

IDP in action

Watch Documo’s Intelligent Document Processing split a batch fax by patient, classify each document, extract key information, match patients and file results to the chart, with configurable staff review when needed.

You will leave knowing how to structure Workspaces for your own organization, which document work to automate first, and where a person should stay in the loop. We will close on what is shipped today across cloud fax, Workspaces and IDP, and where workflow automation is heading next.
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Event Details

Hosted live on Zoom. Registration is free but required. Can't attend live? Register anyway and we will send you the recording.
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  • When

    Date
    Wednesday, September 16, 2026
    Time
    12 PM CT / 1 PM ET
    Duration
    60 minutes, including Q&A
    Cost
    Free
    • Speakers

      Phil Charron, VP of Product at Documo
      Phil Charron, VP of Product
      Mackenzie Borrman
      Mackenzie Borman, Product Manager

    Built for Healthcare. Designed for The Work After Delivery.

    Documo is evolving beyond cloud fax into the document intelligence layer for healthcare and regulated industries. Workspaces are where that starts: one shared inbox per team, scoped access, and routing into your EHR. Intelligent document processing is what happens next, turning an unstructured batch fax into structured data your workflows can act on. This session covers both, and where the two are heading.

    Join us live and see what Workspaces change.