Working with translation projects

Eugene Kuchynski — Fri, 23 Apr 2021 11:44:01 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 11:44:01 AM

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 quick access 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, drag and drop them to the file manager, or click Select files to upload button. After uploading files, please use File type button to specify types for uploaded files (by default, uploaded files get Translatable type).

Click Save to save a project request and send a notification to a manager. You can also click Save as draft to save a project without submitting it, to be able to return to it later for submission.

If you wish to ask a question or send another message to a manager, open a project, switch to the Messages tab, and click Add a new message.

Type your message and click OK. Manager will instantly receive a notification about your message.

Note. If you wish to create a project over a quote, please open quote list and select Accept quote button.

If project is already in work, you can't make any changes in it anymore. However, when you open a project, empty fields will still be available for editing. You can enter information there and click Save to save changes.

Additionally, you can upload more files to a project by going to the Files tab and clicking Upload additional files button.

Creating jobs in existing projects

If you've got a new job for a project, you can follow default procedure to create a job. However, if you've got a new file and need to create set of jobs for each project language, you can open an existing project, switch to the Jobs tab and click Create jobs button:

You will see a file selection dialog where you can select recently uploaded file, and click OK. Application will create new jobs, and project manager will be notified about newly created jobs.

Downloading files

When a client receives notification in any form about fully or partially completed project, client’s user may go to the client portal and open a project (or it can be opened directly if project link is included in notification).

In the Files tab, user can find all source files and target files for each language. File manager provides information about work state for each target language. When all files are done, client can click Quick select button on the toolbar, select All completed target files.

State of all target files is indicated by a color and timeline dots showing a status of each file processing phase.

Then you can click Download as zip file, to pack selected files to zip-archive and download it.

Tags: Web, Customer Portal

Working with translation projects

Eugene Kuchynski — Fri, 05 Jun 2020 06:01:39 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 6/5/2020 6:01:39 AM

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.

Note. If you wish to create a project over a quote, please open quote list and select Accept quote button.

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.

Tags: Web, Customer Portal

Working with translation projects

Eugene Kuchynski — Fri, 06 Dec 2019 11:29:29 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:29:29 AM

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.

Note. If you wish to create a project over a quote, please open quote list and select Accept quote button.

Downloading files

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.

Tags: Web, Customer Portal

Working with translation projects

Eugene Kuchynski — Fri, 06 Dec 2019 11:16:00 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:16:00 AM

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.

Note. If you wish to create a project over a quote, please open quote list and select Accept quote button.

Tags: Web, Customer Portal

Working with translation projects

Eugene Kuchynski — Fri, 06 Dec 2019 11:15:16 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:15:16 AM

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.

Note: If you wish to create a project over a quote, please open quote list and select Accept quote button.

Tags: Web, Customer Portal

Working with translation projects

Eugene Kuchynski — Wed, 17 Jul 2019 10:45:18 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:45:18 AM

To view list of projects, select Workspace > Translation projects item in the navigation menu. A list of projects will be opened, from where you can create a new project or view summary information about existing projects.

Click New to start project creation process. Project editing 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.

Select source and target languages, upload necessary files, fill-in other available fields, and select Save. Company manager will get notification about created project, and will prepare necessary jobs.

To exchange messages with company manager, you can use Messages tab.

Note: If you wish to create a project over a quote, please open quote list and select Accept quote button.

Tags: Web, Customer Portal