Use · How-to
Add meetings, documents and emails
Every way to bring a source into a project, and how retention and consent work.
Updated 11 Nov 20262 min read
All Tracewright pages
- What Tracewright does
- Quick start: your first project
- Roles and who can do what
- How AI drafting works
- Review flows and electronic signatures
- Traceability and release readiness
- Add meetings, documents and emails
- Record meetings
- Review and approve records, day to day
- Checklists and review meetings
- Baselines and publishing
- Risk management
- Project memory, search and the assistant
- Administrators: first steps
- AI models and governance
- Jira and Polarion
- Microsoft 365, Teams and Outlook
- Alerts to Teams channels and webhooks
- Desktop app and browser extension
- Import from DOORS, Polarion, Jama and other tools
- Troubleshooting
- Frequently asked questions
- Modules
Sources are the evidence records come from. Add them from Sources → Add a source in a project, or from Add a meeting or document on the home page.
Ways to add a source
| Method | What you need |
|---|---|
| Paste a transcript or text | Record how participants were told it was recorded |
| Upload a file | Word, PDF, PowerPoint, Excel, a saved Outlook email (.eml), or an audio or video recording (transcribed by the project's approved model once consent is recorded) |
| Import from Microsoft 365 | A Teams meeting by its join link, or a SharePoint document (your administrator connects Microsoft 365) |
| From my e-mail / meetings / files | Connect your own Microsoft 365 or Google account once; then pick a message (and its attachments), your latest Teams or Meet transcript, or a OneDrive or Google Drive file |
| Send to Tracewright in Outlook | The Outlook add-in sends the open email and chosen attachments |
| Record | See Record meetings |
Only the item you choose is read, when you add it.
The meeting inbox
Recordings Tracewright couldn't file by itself, and Teams transcripts from organisers your administrator watches, wait under Meetings → Inbox with suggested projects and the reason for each. Accept a suggestion, File… to a project, or dismiss a test recording. Link a recurring meeting to a project so its transcripts land there automatically.
Retention
Set Keep until on a source. Audio is kept for the project's audio retention period (30 days by default) and then deleted; the transcript, a fingerprint of the audio and the audit trail stay. Document control can place a legal hold.
When a source raises a flag
If a new source contradicts an approved requirement, or contains personal data, the source shows it and an alert stays open until an SME (for changes) or governance (for personal data) records how it was handled.
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