March 2026 Tracument Update

New Feature: Custom Authorizations

We're excited to announce the launch of Custom Authorizations, a powerful new feature designed to streamline how you collect, manage, and reuse client authorization forms.

If you've ever spent time chasing signatures, uploading documents manually, or reusing the same forms across requests, this feature was built for you.

What Are Custom Authorizations?

Custom Authorizations allow you to send, collect, and store client authorization forms digitally. Once completed, these forms are automatically saved to the client's matter and can be reused for future record requests.

This means fewer manual steps, faster turnaround times, and a more seamless client intake and authorization process. With Custom Authorizations, you can:

• Send authorization forms to clients instantly via email
• Collect secure electronic signatures
• Automatically upload completed forms to the correct matter
• Reuse stored forms for future Full Service Requests
• Reduce administrative work and eliminate repetitive uploads

The result? Faster workflows, fewer errors, and more efficient document management.

Supported Authorization Forms

Custom Authorizations currently support commonly used Canadian authorization forms, including:

• CRA AUT-01
• OHIP
• BC PharmaNet
• Alberta Health — Hospitals
• Alberta Health — Statement of Benefits Paid
• Alberta Netcare

We're continuing to expand this list with future updates.

Ready to Get Started?

Custom Authorizations are now available in Tracument! Start using them today to simplify your workflow, reduce administrative tasks, and speed up your record requests.

Watch our YouTube walkthrough to see it in action:

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New Feature: Dashboard

We're excited to introduce the Tracument Dashboard: a powerful new workflow management feature designed to give you complete visibility and control over your document management and task workflows.

If you've ever found yourself clicking through multiple workspaces just to track pending actions, follow up on requests, or stay organized, this feature was built for you.

What Is the Tracument Dashboard?

The Tracument Dashboard is a centralized workflow dashboard where you can view, track, and act on all outstanding items in one place. It serves as a single source of display for tasks, documents, and client requests by bringing together activity across Documents, Requests, Portal, and Full Service workflows, helping you stay organized, improve efficiency, and respond faster.

With the Tracument Dashboard, you can:

• View all pending actions in one place
• Take action directly from the Dashboard
• Track progress across multiple workflows
• Reduce time spent navigating between screens
• Stay on top of important notifications

The result? A faster, more intuitive way to manage your day-to-day work with smarter workflow automation and improved productivity.

How the Dashboard Is Organized

The Dashboard is divided into three intuitive tabs to help you stay organized and focused:

Outstanding Items

• View all pending actions that require your attention. This is your go-to space for staying on top of what needs to be done.

Completed

• Track items that have been successfully completed. Each item includes details on who completed it and when.

Dismissed

• Monitor items that have been dismissed. Like the Completed tab, this view includes full tracking for accountability.

Both the Completed and Dismissed tabs include timestamp-based tracking, giving you full visibility into actions taken — making auditing, compliance tracking, and accountability easier than ever.

Ready to Get Started?

The Tracument Dashboard is now available! Start using it today to simplify your workflow, enhance document management efficiency, reduce time spent navigating, and stay on top of every action — without the hassle.

Watch our YouTube walkthrough to see the Dashboard in action and learn how to get the most out of it:

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Update: Matters Page Enhancements

What's New on the Matters Page?

The updated Matters page introduces an Action Required summary, giving you a clear, centralized view of all pending tasks within each matter.

This enhancement helps you stay organized, prioritize follow-ups, and manage your document workflows more efficiently,without needing to open each item individually.

With this update, you can:

• Quickly identify outstanding tasks within a matter
• View where actions belong across workflows
• Understand what needs to be completed next
• Improve task visibility and workflow efficiency

The result? A more streamlined matter management experience with better task tracking.

Key Features of the Updated Matters Page

The enhanced layout includes several new features designed to simplify task management and document tracking:

• Action Required Summary showing the total number of pending actions within a matter
• Breakdown of actions across different features and workflows
• New tabs that organize items based on category
• Clear tracking of pending tasks related to requests, sent documents, and incoming documents

These improvements make it easier to manage document workflows, monitor request status, and stay aligned with client activity, all from one place.

Ready to Get Started?

The updated Matters page is now available in Tracument.

Start using it today to streamline your workflow, improve task tracking, and ensure no action is missed across your matters.

Watch our YouTube walkthrough to see the updated Matters page in action and learn how to make the most of its new features: