How Client Admins Can Use the Document Tracker Better
Updated on 31 March 2026
< 1 min read
Client administrators often have wider visibility than standard users, which makes the Document Tracker a useful coordination tool.
How admins can use it well #
- Monitor all requests across the organisation, not only individual submissions.
- Spot requests that remain Open or In Progress for longer than expected.
- Help users improve how they label references and submit details.
- Reduce duplicate requests by checking the tracker before a team member resubmits.
- Use tracker visibility to support internal reporting and follow-up.
Best practice: A strong client admin uses the tracker to improve coordination, not only to check status.
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