Idea Delivered Partially

Automatically attach a Certificate of Translation Accuracy

Some clients require a Certificate of Translation Accuracy, which is digitally signed by project managers. Is it possible to upload such a file as delivery manually? I'm not sure that it is, but even so, it would be even better if the template could be uploaded and auto-filled with the given date to be attached automatically with every delivery.

Adrian Perea

  • Hello Ray,

    I think that covers it. I will initiate a PS customization engagement for such requests going forward.

    Thank you,

    Adrian

  • Hi Adrian, you can achieve this using a Project Custom Attribute of type Attachement to capture and store the Certificate (or any other document).

    Since such documents are by definition custom, there is no out-of-the-box user interface with a form to enter these details, but one could quite easily be created as a UI Customization. These Human Action Servlets can be attached to the Complete Workflow Step button, for example, and can require entering data, and even user credentials as a means of electronic signature, or whatever fields you require. Professional Services can help you here.

    Thanks

    Ray