Part 7

PDF Citations & Projects

A. PDF Citations

  • Tracelight reads PDFs and writes the data into your spreadsheets, with every cell cited to source, and a source viewer in the right-hand panel highlighting exactly where in the PDF each number came from.
A cell citation pointing to the page of the source PDF
The source viewer highlighting the table in the PDF that a number came from

B. Projects

  • Projects organise all your files, chats, and artefacts about a financial model in one place, so you can work faster with all your project context.
  • You can find projects on the right menu in the Platform or above the Tracelight chat box in the add-ins.
  • Share projects with your team (in the Platform) using the Share button next to the project (looks like 3 connected points — see below).
The Projects dropdown above the chat with the option to open a project in Tracelight web
The Platform menu listing projects on the left
A project's menu with the Share button in the top right
The Share project dialog with an invite link and people with access