Handle transcripts as sensitive business records. Define who can access raw files, who can access edited transcripts, and how long each should be retained. Consistent policy is more important than ad hoc decisions.
Limit workspace access to people involved in delivery.
Store final exports only in approved secure folders.
Delete raw uploads when they are no longer needed.
Review retention rules quarterly with your team.
Compliance checklist
Do not share transcript links publicly for sensitive projects.
Use company-managed accounts rather than personal accounts.
Document retention periods per client or project type.
Escalate legal or policy exceptions before sharing files.
Need a hand?
Our support team can walk you through this workflow.