Updated Document Expiry
Greater flexibility. Smarter Workflows. Full Alignment Across the Network.
What is changing
TraceGains has expanded expiry format options for all fixed-term standard documents to better reflect how documents are issued and managed in the real world. Moving forward, all fixed-term standard documents now support both fixed-term and date-specific expiry.
Why are the expiry options changing
While the vast majority of documents classified as fixed-term do not specify an explicit expiration or next review date, some do. For those exceptions, TraceGains now offers an essential "out" to ensure all documents are tracked and maintained with the accuracy and flexibility the industry requires.
What it looks like
Most* fixed-term documents will automatically default to fixed-term expiry and users may select date-specific when appropriate. (*Exceptions: Gluten, GMO, Halal, Kosher, and Organic will not automatically default to either option, forcing the user to select either fixed-term or date-specific expiry.)
- Fixed-Term documents do not show explicit expiration or next review dates and are valid in TraceGains for 365, 720, or 1035 days from the effective date.
- Date-Specific documents show explicit expiration or next renew dates and are valid in TraceGains for the exact period specified on the document.
Terminology Update for Clarity
To best support this enhancement, TraceGains is additionally updating the terminology currently used with Gluten, GMO, Halal, Kosher, and Organic documents. Moving forward, this updated terminology will be extended to all fixed-term documents. Specifically:
- The term "Certificate" will now be referred to as Date-Specific.
- The term "Statement" will now be referred to as Fixed-Term.
What is not changing
- All forms remain fixed-term only.
- All date-specific only documents remain date-specific only.
This change reflects our ongoing commitment to improving collaboration between customers and suppliers. They ensure that expiry logic works seamlessly for any document type, across any workflow.
For additional information, please refer to this article: Understanding TraceGains Expiry Definitions
Additionally, we have a short informational video: Bottled Series: Our Regulatory Standard Manager Talks Expiry
TraceGains Gather®
Customer Management
Documents
To simplify managing documents, Document Date columns will now be displayed in multiple areas of the Gather site.
- Document library > Shared files (to the left of Expiring)
- Document library > Location files (to the left of Effective)
- Document library > Item files (to the left of Effective)
- Customer Management > Locations > Documents (to the left of Effective)
- Customer Management > Items > Documents (to the left of Effective)
An additional enhancement is now available under the Document Requests section for bulk selection. For greater ease in navigation and improved usability, the top bar (including Actions dropdown, Search bar, and Filters) and the lower navigation (including records per page and page numbers) remain visible when scrolling down the page. This allows for seamless access to key functions while searching and browsing through your data.
Item Names
An exciting new enhancement designed to improve the security and privacy or proprietary information. When connecting an item to a supplier, users will now be required to enter an Item Name. This change ensures that internal Item IDs remain confidential and are not automatically visible to customers, enhancing the privacy of your data.
Improved Visibility Setting in Item Connection Workflow
We’ve made a small but meaningful update to help suppliers manage visibility more accurately during item setup. Now, when a supplier accepts a customer item connection and creates a new item, there is a prompt to indicate whether the item is sold to more than one customer.
- If the supplier confirms the item is sold to more than one customer (selection Yes), Marketplace visibility setting will automatically set to Is visible.
- When an item is exclusive to a single customer (selection No) Marketplace visibility will be automatically turned off - meaning the item and any associated documentation will not appear on the public Marketplace.
Note: Visibility settings are controlled by suppliers. We encourage customers and suppliers to work together to clarify expectations around exclusivity and proprietary documentation to avoid confusion.
For additional information, please reference the following information:
- article: Visibility & Privacy Overview
- video: Visibility of the Marketplace
Supplier Management
Table Template Enhancements
We have made significant enhancements to the action forms. These updates aim to improve the usability and flexibility of action forms, making it easier to manage and present data effectively.
- Column Widths you can now adjust column widths in action forms, ensuring better visibility and organization of data.
- Show/Hide Columns The ability to show or hide specific columns in action forms has been added, allowing for a more customized view.
- Cascading Rows While cascading rows work within the web interface, this functionality is not yet supported in a Word document generated from the Action Forms.
Exciting User Interface and Experience
We are excited to introduce a cleaner, more organized look! In this refresh, you will notice:
Module based tabs Tabs are now organized by module, allowing easier navigation to specific functions, reducing clutter.
Neutral color scheme This will utilize the traditional blue to emphasize the primary buttons to enhance the ease of searching for important functionalities.
Updated left navigation bar The side navigation is now collapsible, improving visual clarity, and features bold text to highlight your current location when scrolling.
Intelligence Menu Item Under the Supplier Management tab, we have updated how the Intelligence notifications appear. This is applicable to the Items Supplied, Supplier, and Partner pages.
Compact Icon tiles Analytics, self-help resources, and account information now take up less space as icons, streamlining the interface. This is an example of the pop-up when clicking on the Analytics icon:
Additional options
- For a limited time, there is a green button in the upper right corner which will replay the New Navigation Tour!, if you wish to see the highlights once again.
- For a limited time, we are offering the option to toggle between the new UI and the previous UI. Select the user icon.
- Click on the Toggle Navbar and the UI will change back. Once the comparisons are seen, please feel free to return to the other UI following the same directions. This will allow you to gain greater confidence in how these enhancements improve the process.
NutriCalc
Canada Supplemented Food Facts Label
Starting January 1, 2026, most supplemented foods sold in Canada will require the display of a Supplemented Food Facts Label on packaging. By navigating to this card in Reports, you can easily design and prepare these labels in advance, ensuring that you are ready for the new requirements. Embrace the change and make your packaging stand out!
Add or adjust the status of team members
- Navigate to the Account section in the left navigation.
- Select Manage Team.
- Click on the ellipsis to the right of the team member's name.
- Make the appropriate adjustment. In this example, the user has Admin status. It is now possible to adjust the status of other roles within the team.