Questions?

They are answered by the XTRF community and our experts

0
Answered

quote template

Marcela 6 years ago in Home Portal / Smart Projects updated 6 years ago 3

Hello! I was wondering if we can add information to our Quote template, such as deliverables, format of the files delivered, medium, etc. Thanks!

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Answered

Creation of project templates

Marcela 6 years ago in Home Portal / Smart Projects updated 6 years ago 8

Hello. I would like to know if it is possible to create templates for projects that always have the same settings. For example, we create multiple projects a day that have the same language pair, the same area of specialization and the same process flow. I have been duplicating them from old projects, but I was wondering if I can create a template that would help me with this. Thank you!

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Answered

Default calculation unit for a specific client

Katie 6 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 1

Hi all!


Our default calculation unit for job type "translation" is source word, but we have one client who we always charge by source page. Is there a way, either in the client profile, in a process template, or anywhere else, to always have the translation job default to source page for a specific client?


Thanks!

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Answered

Customising PO file name

office 6 years ago in Home Portal / Smart Projects updated 6 years ago 2

It would be great if we could customize the PO file name. We'd like it to match our previous naming convention (i.e. job number, the term 'Purchase order', provider name). Is there a way to do this or could you add this to your roadmap?

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Searching answer

How to automate the creation of folders

Rashad_Mamedov 6 years ago in Home Portal / Smart Projects updated by Dennis Rosenbaum 6 years ago 3

Good evening!

Is there a way to make an automatic creation of folder with the project in the client you choose?

Like I have a client named "Shell"

I just create a project choosing this client and on my local disc it creates a folder with the project name

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Answered

Linking projects

office 6 years ago in Home Portal / Smart Projects updated by mark 6 years ago 5

Is there a way to link two projects in XTRF so that the client receives the deliverables under the same project number?

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Answered

Mid-project process changes

office 6 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 6

I have a project into FR, DE, IT and NL. I had planned to use a TEP provider for the translation into NL. Their delivery was too late for the client. I placed the translation and proofreading step with two freelancers (outside of XTRF because I couldn't find a way to add the NL freelancers).


I'm using a process fork and the FR, DE and IT providers have already accepted. How do I update the steps in the workflow to accommodate the NL freelancers? 

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Answered

How to add more than a service to a quote o projecte?

Ainhoa 6 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 4

Hello everybody!


Is there any way to add more than one service to the same quote/project?

We have a file that needs to be half translated and half revised so I need to be able to add 2 services when creating the quote.

 

Thanks :)


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Answered

Traceability of file uploads (GDPR, ISO)

Hi, we just noticed that when a user adds files to a project using Add Files in Files Section (Smart Projects), the system identifies the file as added by the project manager responsible for the project and not by the user. Is this consistent with the requirement of traceability required by GDPR or ISO?

I find it potentially dangerous.

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Answered

How to avoid sharing additional project files, pasckages received during the project wit other team members

Kaspars Klavins 6 years ago in Home Portal / Smart Projects updated by Misha van der Kroon 4 years ago 3

Sometimes we have projects where customers send new additional files which tjan need to be translated bu additional translators. When we add them to project they are shared with all translators. Is there a way to avoid this?