This release delivers key enhancements across data governance, formulation accuracy, compliance efficiency, and training workflows. Each update is designed to strengthen platform usability, improve data integrity, and support consistent, secure operations across teams. Below is an overview of the enhancements included in this release.
Gather
Enhanced Customer Visibility
Overview/What’s New?
TraceGains Gather® now provides more flexible customer visibility scoping through Divisions. Administrators can use independent customer-based and location-based restriction toggles to control which customers and locations specific users can access, making it easier to align visibility with regional teams, business units, or other internal responsibilities.
Who will use it?
This update is intended for Gather administrators and teams that manage user access across multiple customers, locations, regions, or Divisions. It is especially useful for organizations that need users to focus only on the customer and location information relevant to their role.
What has changed?
Divisions can now include customer visibility settings in addition to location visibility settings. Administrators can turn customer-based and location-based restrictions on or off independently, creating options such as Customer-only, Location-only, both, or neither. When a restriction is enabled, users see only the assigned items for that category; if none are assigned, they have zero visibility. When disabled, users see all items unless another Division restricts access.
Benefit to Users
This enhancement gives administrators more control over what users see in Gather while preserving existing Division behavior. The toggle-based setup helps reduce unnecessary information, supports cleaner and more focused workflows, and gives organizations more flexibility when managing customer and location access across teams. Overall, customer visibility scoping in Gather helps organizations manage user access more precisely with independent customer and location restriction toggles, while keeping customer and location information easier to navigate.
Document Intelligence
Display Unit of Measure for Text and Comment Attributes in Data Extraction
Overview/What’s New?
Document Intelligence now includes an option to display the Unit of Measure (UOM) for Text and Comment attribute types in the Data Extraction UI. When a UOM is available, the extracted value can appear with its related unit of measure, helping users review extracted information with clearer context.
Who will use it?
This update is intended for Supplier Management users who work with Document Intelligence and review extracted document data. It is especially useful for teams that rely on values where the unit of measure is important for review, such as shelf-life values.
What has changed?
A new display option is available for Text and Comment attribute types. If the option is enabled and a UOM is available, the Data Extraction UI displays the extracted value along with the attribute’s unit of measure. For example, a shelf-life value can display as 365 days instead of only 365.
Benefit to Users
Displaying the UOM alongside extracted values makes document review clearer and reduces the need to interpret values separately. This helps users validate extracted data before they accept or apply the result, supporting more accurate review of supplier documentation. Overall, the new UOM display option helps users review extracted Text and Comment attribute values with better context and greater confidence when a unit of measure is available.
Expanded Document Intelligence Support for Common Supplier Documents
Overview/What’s New?
Document Intelligence in Supplier Management now supports three additional standard document types: Insurance, W-9, and Org Chart. These additions expand the types of supplier documents that can be processed through Document Intelligence, helping teams extract information from more of the common supplier documents they already collect and manage.
Who will use it?
This update is intended for Supplier Management users who collect, review, or extract data from supplier documentation. It is especially helpful for teams that use Document Intelligence to support document intake, organization, data extraction, and review workflows.
What has changed?
Insurance, W-9, and Org Chart are now available as standard supported options in the Document Intelligence list within Supplier Management. This update adds more validated document types based on common supplier document use cases and feedback; it does not introduce custom document type support.
Benefit to Users
By supporting more commonly used supplier document types, this enhancement helps automate the document data entry process and apply user-defined data validation logic. This can reduce manual data entry errors, review time, and approval effort, while improving consistency across supplier documentation workflows. Overall, adding Insurance, W-9, and Org Chart as supported Document Intelligence types helps Supplier Management users process and extract data from a broader range of common supplier documents more efficiently and consistently.
Formula Management
Increased Accuracy of Recipe Calculations with Fat Gain Support
Overview/What’s New?
Formula Management now supports fat gain calculations on base recipes. Users can enter a fat gain percentage so the recipe’s calculated values reflect the expected gain in fat during processing or preparation.
Who will use it?
This update is intended for Formula Management users who calculate nutrition values for recipes where fat gain may affect the final product. It is especially useful for product development, nutrition, quality, and regulatory teams working with formulas that gain fat during processing or preparation.
What has changed?
Users can now enter a fat gain percentage on the base recipe. Formula Management uses that percentage when calculating recipe values, helping the calculated nutrition results better represent the final product after fat gain has been applied.
Benefit to Users
This enhancement improves the accuracy of calculated recipes and nutrition values for products where fat gain affects the final formulation. It helps reduce manual workarounds, supports more reliable nutrition reporting, and gives teams a clearer way to model recipe changes caused by processing. Overall, fat gain support helps Formula Management users produce more accurate recipes and nutrition calculations by allowing fat gain percentages to be applied directly in Formula Management.
Simplified Dual Column Nutrition Labels for U.S. Products
Overview/What’s New?
Formula Management now includes a USA Dual Column Simplified nutrition label format. This gives users another labeling option for products that need a dual column Nutrition Facts Panel while using the simplified format where appropriate.
Who will use it?
This update is intended for Formula Management users who create or manage USA nutrition labels. It is especially useful for teams working with products that qualify for simplified labeling and require a dual column format, such as per serving and per container presentations.
What has changed?
A new USA Dual Column Simplified label format has been added to Formula Management. This format supports the simplified version of the dual column per-container label, expanding the available label formats users can select when creating or editing USA nutrition labels.
Benefit to Users
This enhancement gives labeling teams more flexibility when preparing USA nutrition labels. It helps support products that need a dual column presentation without requiring the full standard format, reduces manual workarounds, and helps users create labels that better match their product and regulatory presentation needs. Overall, the USA Dual Column Simplified label format helps Formula Management users create more appropriate, compact dual column USA Nutrition Facts Panels for eligible products more efficiently.
More Flexible Process Step Configuration
Overview/What’s New?
Formula Management now includes a new table-style view for process steps that allows users to configure the columns shown for each step. This gives users a more flexible way to capture detailed process information directly within the recipe or formula workflow.
Who will use it?
This update is intended for Formula Management users who document how ingredients, items, or recipes move through production. It is especially useful for teams that need to capture more granular process details, such as equipment, temperature, timing, or other item-specific information within a process step.
What has changed?
Users now have an additional way to view process steps in Formula Management. The existing card layout remains available, and a new configurable table layout has been added. In the table layout, users can add columns to process steps to track additional data points for each item in that step.
Benefit to Users
This enhancement gives users more control over the information they capture during process documentation. It reduces the need for workarounds outside the process step area, supports more complete production instructions, and helps teams keep recipe, processing, and operational details connected in Formula Management. Overall, the new configurable table view helps Formula Management users document process steps more clearly by capturing detailed process information directly in the recipe or formula workflow.
Child and Infant Nutrition Facts Panel Options
Overview/What’s New?
Formula Management now supports Child and Infant options for supported USA Nutrition Facts Panel formats. These options allow users to select the appropriate age group so nutrition labels use the correct percent daily values for the product’s intended population.
Who will use it?
This update is intended for Formula Management users who create or review USA nutrition labels for products intended for children or infants. It is especially useful for product development, labeling, quality, and regulatory teams that need age-group-specific nutrition information.
What has changed?
Users can now select an age group, including Adult, Child, or Infant, when generating supported USA Nutrition Facts Panel formats. The selected age group determines which percent daily values are calculated and displayed on the label. Child and Infant support is available for supported USA label formats.
Benefit to Users
This enhancement helps labeling teams create more appropriate and accurate USA nutrition labels for child and infant products without relying on manual label adjustments or workarounds. By using age-specific daily values, users can create labels that better align with the product’s intended population. Overall, Child and Infant Nutrition Facts Panel options help Formula Management users create age-appropriate USA Nutrition Facts Panels with clearer daily value information for child and infant products.
Clearer Percent Daily Values for Canada Supplemented Food Facts
Overview/What’s New?
Formula Management now supports alternate rounding for Canada Supplemented Food Facts labels. This option supports Health Canada’s recommended approach to help reduce confusion caused by differences between Supplemented Food Facts labels and conventional Nutrition Facts Tables.
Who will use it?
This update is intended for Formula Management users who create or review Canada Supplemented Food Facts labels. It is especially useful for labeling, quality, and regulatory teams that need to prepare Canadian label information for supplemented food products.
What has changed?
Users can now choose an alternate rounding option when generating Canada Supplemented Food Facts labels. When selected, supplemented food labels can use rounding that is more consistent with Nutrition Facts Table rounding where appropriate, helping address cases where the same nutrient amount could otherwise produce noticeably different percent daily values.
Benefit to Users
This enhancement gives users more flexibility when creating Canada Supplemented Food Facts labels and helps reduce consumer-facing confusion around percent daily values. It supports more consistent label presentation, reduces manual workarounds, and helps users follow Health Canada’s recommended approach for supplemented food rounding. Overall, alternate rounding helps Formula Management users create clearer Canada Supplemented Food Facts labels by supporting more consistent percent daily value presentation and reducing the need for manual workarounds.
Quality Management
Improved Action Form Template Creation from Authoring Records
Overview/What’s New?
Quality Management now supports generating a formatted .docx Action Form template from an authoring record. This enhancement helps users create the related template directly from the controlled document workflow, making it easier to keep the authoring record and generated template aligned.
Who will use it?
This update is intended for Quality Management users who create, manage, or publish controlled documents or Action Forms. It is especially useful for teams that need a consistent way to generate supporting form templates as part of the document authoring process.
What has changed?
Users can now generate a formatted .docx Action Form template from an in-process authoring record and as part of the publish flow. This gives users a more direct way to create template output from the authoring record instead of manually recreating or duplicating document content outside the authoring workflow.
Benefit to Users
This enhancement reduces manual effort during document authoring and publishing by allowing template generation directly from the authoring record. It helps users avoid unnecessary manual recreation or duplication, improves consistency between the authoring record and the generated template, and supports a smoother controlled document workflow. Overall, generating formatted .docx Action Form templates from authoring records helps Quality Management teams keep documents and related forms aligned through a more efficient publishing process.
Stronger Control over File Uploads
Overview/What’s New?
Quality Management now provides more control over when users can upload files or make attachment changes during document authoring. The Upload File button can be enabled or disabled based on the document’s authoring status, helping ensure uploads happen only at the appropriate point in the workflow.
Who will use it?
This update is intended for Quality Management users who create, manage, or review controlled documents through authoring workflows. It is especially useful for teams that rely on structured document workflows and need to prevent file or attachment changes during review or locked workflow steps.
What has changed?
The Upload File button is now restricted based on the authoring record status and related workflow controls. When upload access is disabled for a workflow step, users cannot upload files or change attachments. When upload access is enabled, users with the appropriate access can upload a file as part of the authoring process.
Benefit to Users
This enhancement helps teams maintain stronger governance and cleaner version control around controlled documents by limiting file uploads and attachment changes to the correct authoring status. It reduces the risk of changes being made during review, helps prevent users from uploading to the wrong authoring status or document version, and supports more reliable authoring and publishing processes. Overall, restricting the Upload File button by authoring status gives Quality Management teams a more controlled and consistent way to manage file uploads and attachment changes during document authoring.
Edit Locked Documents in Quality Management Authoring
Overview/What’s New?
Quality Management now includes a controlled way for authorized users to edit locked documents in document authoring. This gives teams more flexibility when limited updates are needed after a document has been locked, while still maintaining version governance and control over who can make changes.
Who will use it?
This update is intended for Quality Management users who manage, review, or maintain controlled documents through authoring workflows. It is especially useful for authorized users with the appropriate role-based permission to update locked authoring records as part of controlled document maintenance or publishing workflows.
What has changed?
A new role-based setting, Editable When Locked, allows permitted users to unlock and edit an otherwise locked authoring record. After the user makes the needed update and saves or republishes the record, the document version remains intact, and the record is republished and relocked.
Benefit to Users
This enhancement supports more efficient document maintenance by allowing approved users to make limited corrections without restarting the authoring process or creating duplicate or conflicting in-process versions. It helps reduce rework, keeps document updates moving, and maintains governance, permissions, and version control for locked documents. Overall, the Editable When Locked option gives Quality Management teams a controlled way to make approved updates to locked authored documents while keeping authoring permissions and version governance in place.
Auto-Archive In-Process Authoring Records
Overview/What’s New?
Quality Management authoring now helps teams manage in-process authoring records by identifying duplicate in-process versions and supporting archive actions during the save process. This enhancement reduces confusion around active drafts and supports cleaner document version control.
Who will use it?
This update is intended for Quality Management users who create, revise, or publish controlled documents through authoring records. It is especially helpful for teams that need to manage document versions carefully and avoid confusion when working with in-process records.
What has changed?
When users work with authoring records, Quality Management can now make it clearer when duplicate in-process records already exist and provide a way to archive duplicates during the save process. This helps keep only the appropriate in-process record active instead of allowing multiple competing drafts for the same document.
Benefit to Users
This enhancement helps teams maintain cleaner authoring workflows by reducing duplicate in-process records and making version ownership easier to understand. It supports stronger governance, lowers the risk of users editing the wrong draft, and helps keep document authoring activity organized before publication. Overall, auto-archiving in-process authoring records helps Quality Management teams maintain cleaner document version control by making it easier to identify and archive duplicate in-process authoring records.
Specification Management
Add Ingredient Declaration Reports to Specifications
Overview/What’s New?
Formula Management reports, including Ingredient Declaration Reports, can now be added directly to Specifications. This enhancement gives users a more direct way to include formula-based reporting outputs in the related specification record instead of managing that information separately.
Who will use it?
This update is intended for users who manage product information, labels, recipes, and ingredient declarations across Formula Management and Specifications. It is especially useful for product development, labeling, quality, and regulatory teams that need report information to be visible as part of the specification review process.
What has changed?
Users can now add Formula Management reports to a Specification, including Ingredient Declaration Reports. This supports attaching report outputs tied to formulas or recipes directly within the specification workflow, helping keep related product and labeling information together in one place.
Benefit to Users
This enhancement helps teams build more complete specification records by bringing Ingredient Declaration reporting into the Specification experience. It reduces the need to manage reports outside the specification, improves visibility for teams reviewing product information, and supports a more centralized source of truth for formula and specification details. Overall, adding Formula Management reports to Specifications helps teams keep ingredient declaration information, formula details, and labeling information better connected in a more centralized specification record.
Add Consumer Nutrition Reports to Specifications
Overview/What’s New?
Formula Management reports, including Consumer Nutrition Reports, can now be added directly to Specifications. This enhancement gives users a more direct way to include nutrition reporting outputs, such as labels and calculated nutrition values, within the related specification record.
Who will use it?
This update is intended for users who manage product nutrition information, labels, recipes, and related reporting across Formula Management and Specifications. It is especially useful for product development, labeling, quality, and regulatory teams that need consumer nutrition information to be visible as part of the specification review process.
What has changed?
Users can now add Formula Management reports to a Specification, including Consumer Nutrition Reports. This includes the ability to add multiple labels and multiple recipes to a specification, helping teams keep nutrition reporting and specification details connected in the same workflow.
Benefit to Users
This enhancement helps teams build more complete specification records by bringing Consumer Nutrition reporting into the Specification experience. It reduces the need to manage nutrition reports outside the specification, improves visibility for teams reviewing product information, and supports a more centralized source of truth for formula, recipe, label, and specification details. Overall, adding Consumer Nutrition Reports to Specifications helps teams create more complete specification records while keeping consumer nutrition information, formula details, recipe details, and label information better connected.
NutriCalc
More Accurate Folate and Folic Acid Labeling in NutriCalc
Overview/What’s New?
NutriCalc now includes updated nutrient options for folate and folic acid, so these values can be captured and represented more accurately for nutrition labeling. These changes provide clearer nutrient names and additional folate-related options, helping users show folate and folic acid correctly on nutrition labels.
Who will use it?
This update is intended for users who manage or review nutrient data in NutriCalc. It is especially useful for nutrition, product development, quality, and regulatory teams that need to track folate and folic acid values with the correct nutrient type and unit of measure.
What has changed?
The nutrient capture for folate and folic acid has been separated into four folate-related fields, including updated names for existing folate and folic acid nutrients and additional options for naturally occurring folate and folate measured as dietary folate equivalents. These fields are available where folate nutrients are managed or displayed, including preferences, ingredient nutrients, recipe nutrients, and nutrition labels.
Benefit to Users
This enhancement improves nutrition label accuracy by giving users a clearer way to manage folate and folic acid values. By providing more specific nutrient fields and clearer labeling, users can select the correct folate value more confidently, reduce confusion when reviewing nutrition results, and meet labeling expectations without manual workarounds. Overall, the updated folate and folic acid nutrient fields help users manage folate-related data more clearly, accurately, and consistently for nutrition labeling.