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Smarter Not Harder: Time-Saving Tips for Document Approval

About this event

Approval best practices!

The review and approval of supplier and item documentation is an integral part of Supplier Management. Expired documents are replenished making the collection of documentation evergreen for most customers. Join our TraceGains experts to hear their advice on time saving tips for document management.
We'll cover:
  • Overview of Documents
  • Approving multiple documents
  • Copying Documents
  • Doc Requirements clean-up
  • Utilizing Workflows for document approval
  • User Defined Dashboards
  • Using Attributes to identify document needs

This session was recorded on May 26, 2022.

Hosted by

  • Guest speaker
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    Krista Wojciechowski Sr. Customer Success Manager @ TraceGains

    Krista is Sr. Customer Success Manager where she focuses primarily in the complex accounts. During her time at TraceGains, Krista has excelled in the Customer Success Management role and will always go above and beyond to help, train, and customize success for her team.

  • Guest speaker
    G
    Megan Alexander Customer Success Manager @ TraceGains

    Megan is a Customer Success Manager on the Customer Success Team. Her focus is leading customers of all stages through the implementation of TraceGains products. She provides best practices and relevant applications to customer business goals.

  • Team member
    T
    Ty Howell De Winkle Manager of Customer Education @ TraceGains

    Ty has worked in various customer success roles, both customer facing and in internally driven initiatives. Currently, as the Manager of Customer Education, they lead the team to develop educational content for use with product onboarding, customer support, and feature adoption.

  • Team member
    T
    Alyssa Wiseley Learning Content Specialist @ TraceGains

    Alyssa fulfills the role of Learning Content Specialist on the Customer Education team. Her focus is creating cohesive, entertaining, and thoughtful written content for the TraceGains Academy.

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