The Questions & Answers forum is not supported by XTRF anymore. Please address all your questions to the XTRF Support.

Has anybody of you implemented or considered adding electronic signature to the PDF files generated by XTRF before they are downloaded/emailed to the recipient? 

I would like to know the opinion of others re. a discussion we are having with the XTRF developpers. There is a great idea behind Smart projects: Standardization of processes, control of the production steps, automation, data and reports.

The price seems to be a loss of flexibility and no direct access to the files which is a major issue for our company, because we regularly encounter the following issues:

• we just wand to look at the processed files 
• we use the processed files for various operations on the content (e.g. analyses, extraction of terms, correcting minor errors)
• people using the files (outside standard tasks such as translation or QA) can be internal, external, registered in XTRF or not. They can work in parallel processes (e.g. extracting information while the translator translates)
• The tools used can be everything on the market + macros and scripts
• The operations on the files can be standard or very individual (one-off issues).

For all these reasons we feel we would lose our flexibility if we are forced by Smart projects to upload and download everything and to squeeze all actions into a task or a procedure. We want to standardize what makes sense, but at the same time access the files on our file server and be able to do some action without up- and downloading the files every time or calling-up an XTRF script.

Are we the only ones with this requirement? Can the others process all their jobs via standard tasks? Our understanding is that sooner or later the Classic projects will be phased out and only the Smart projects will remain.

Is there a way to filter in reports for new client contacts this year? You can do this for Clients by filtering for first project date being within the given year, or maybe created date, but contacts seem to only have last project date, not first project date.  Any suggestions? We don't just consider clients new, but also new contacts.

Hello everyone,

I was wondering what kind of reports are you using the most into XTRF and which ones benefit you the most as well. Have you also generated your own reports in order to gather specific data that you needed but wasn't provided already?

Does anyone know what this means and how to fix it? Has occurred in various projects. No changes to computer other than a recent Firefox update.

Since it's impossible for the client to upload files to a project that are already planned (even though it's not started), how do you plan future projects? Let's say you know a client are going to send you a text for translation on a specific date. The best thing to do is of course to create the project, send out the request and plan everything in advance. But then the client cannot use the client portal to upload the files, since the project is already created. Then we're back to the emails again.

Hi,

I am sorry, maybe I'm not getting this correctly, but it doesn't seem like I can create "preferred vendors" for my clients. 

I'd like to be able to have the criteria "preferred vendor"/"back-up vendor" for each language and for each client, since they are often selected following tests.

Is that possible?

Thanks in advance

Is it possible to assign 2 or more jobs to the same vendor? 

What is the best way to do it?

We work with vendor "Company." A contact from "Company" created a vendor account in August. In October, someone else from "Company" (it seems unknowingly) created a second vendor account for "Company" with a slightly different name (and with a new contact person). Both accounts are currently Active.

Is there a way to merge these two vendor accounts? Or should I just make one account Inactive and add a contact person to the remaining Active account?

When creating a new quote for a client, would it be possible to have access to more information on the client's history?

Such as:

 - non-conformities

 - specific instructions stored as comments in the system (maybe create a section on a client level?)

The goal would be that people working during backups have access to the same amount of information as the usual PM, without leaving the system