Viewing translation projects
To view list of projects:
- Open the Dashboard and find Ongoing projects widget;
- Select Workspace > Translation projects item in the navigation menu.
- Click Translation projects at the top toolbar.
Creating new projects
To create a new project:
- Click Create new project...button on the Dashboard;
- Click New button in the project list.
Project creation form will be opened:
As opposite to quotes, when you create a project, this means that you give 'green light' to a company to start translation process.
Here you can provide project name, deadline, specialization, source and target languages, and detailed instructions on the Instructions tab.
To upload files, click Upload multiple files button on the toolbar in the File attachments tab. The following dialog appears:
Here you can upload up to 5 files. Open this dialog again if you need to upload more than 5 files.
Click Save to save a request and send a notification to a manager.
If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click New.
Type your message and click OK.
If project is already in work, you can't make any changes in it anymore. However, there are still two few way to amend projects:
- By clicking Upload files button to upload additional files. Managers will be notified about this action.
- If project has no purchase order number specified, by clicking Upload purchase order button:
This can be done regardless current project status, provided that Purchase order field is empty. - By sending a message to a manager from the Messages tab.
Downloading files
When customer receives notification in any form about fully or partially completed project, customer’s user may go to the customer portal and open a project (or it can be opened directly if project link is included in notification).
In the project view form, you can find Deliverables tab, which displays only files delivered to a client:
This tab has same functionality and buttons as File attachments tab, but displays only files with File type set to Deliverables, Translated file and Proofread file.
From here, customer can download individual files or select multiple files and click Download as zip file, to pack selected files to zip-archive and download it.