Questions?

They are answered by the XTRF community and our experts

0
Answered

reference files on vendor portal before accepting

Hi,


Not sure if this topic has already been brought up by someone else... I couldn't spot it in any case, so better safe than sorry.


I don’t know about the other LSP’s, but we process hundreds of InDesign files a week for our clients. We always upload the PDF as a reference file to the project as only very few of our translators have InDesign licenses installed. But, problem is that reference files are not shared with the vendors, before they accept our job offers. So unless we manually send the PDFs in an e-mail, our vendors just accept the job without even having watched the files upfront. Risky business, often leading to frustration.


It would be great to have such files available on vendor portal before job approval by vendor.

0
Under review

How to prevent Accounts from being able to issue quotes for certain clients?

Tomas Buchta 7 years ago in Home Portal / Classic Projects updated 7 years ago 5

Hello, we are trying to find some ways how to (temporarily) disable the possibility to issue quotes for certain clients (who are not paying for example). Is there any way how this can be achieved without actually deleting the client completely?

Answer

Hi Tomas!


You can reassign users to another user group with no right to issue quotes.


It's done in User Groups and Rights. Simply create a new group, or duplicate an existing one and uncheck Add box in the quotes line. 


If you intend to take away the right to create quotes for some clients only, it is not so much doable. 


If you, however would accept only the dedicated users allowed on client data, this might be the option for you:


Let us know what you think!

Maciej

0
Answered

Do smart project have a bundles equivalent?

Jaime Zuniga 7 years ago in Home Portal / Smart Projects updated by Leo Gurman 7 years ago 4

We are getting language-specific files from a client, and would like to use Smart projects but I don't see a way of adding files to be translated to specific languages only.


In a classic project you can use bundles to categorize files that will go through a specific workflow, so I am looking for an equivalent way of doing this in a Smart project.


Does anyone have any idea how this can be done?

Answer

Basically, file categories in Smart projects replaced bundles known from a classic project to steer the file flow in process.


However, if I understand you correctly, the question here is more about having different workflows within one project, which is not exactly possible and two projects with the same ID would have to be created. This has been discussed on our Ideas forum.

0

Where to save feedback on vendor's performance?

Seyma Albarino 7 years ago in Something Else updated by Serena 7 years ago 2

Where can you save feedback on a vendor's performance? We'd like the feedback to be associated with that vendor's profile (so it's convenient for PMs searching for a vendor to read about other PMs' experiences), without the vendor being able to view it. The "internal feedback" in the job evaluation section of a project doesn't seem to be accessible anywhere else.


Any recommended solutions or work-arounds? Thanks!

0
Answered

Training Videos for older versions inaccessible?

Maria Terilidou 7 years ago in Something Else updated by Angel Morato 4 years ago 8

In June (and until July) we were able to open the above mentioned link that had video tutorials about how to optimize the use of XTRF. But since then, every time I click the link, it redirects us to a page which asks for a username and a password. I tried it with my company credentials (the ones I use to log in to the platform, every day) but still no luck. Could you please advise on that?

0
Answered

​How to create a job offer for several vendors and let them bit for it?​

kiev 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 1

How to create a job offer for several vendors and let them bit for it?

Answer

Bidding in job offers is not currently available.

There is a development idea for something like that on another forum. Feel free to upvote it and/or comment.

0
Answered

Vendor Portal link in e-mail template not working

Alexandros 7 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 3

Hi,


It seems that the ${providerPortalURL} in the email templates is no longer working. Checking with Firefox, instead of point to the correct address, this has now added some characters in the end and points to: 
https://xtrf.eurologos-thessaloniki.com/vendors/%E2%80%8B



0
Answered

Share contacts between connected customers

Alexandros 7 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago 3

I don't think this is possible, but I believe it is a useful feature. We have some customers who have several connected companies, but the contact persons for these are the same. 


Would it be possible to share the same contact person with several connected customers, without having duplicate contact persons?

Answer

What is the reason behind sharing contacts between customers? Is it just to avoid duplicates?


If you use Offices functionality to connect customers, one contact can order quotes or confirm them through the Customer Portal in the name of another customer that is in another office. It depends on the setting in contact person's Account Data tab, where they can be given rights to manage quotes/projects ordered by:

  • him-/herself,
  • their department,
  • the default office in the organizational structure,
  • any office in the structure.
0
Answered

Issue with Trados workflows and remote TM's

Tomas Buchta 7 years ago in Home Portal / Classic Projects with CAT integration updated 7 years ago 4

We are facing one specific issue concerning XTRF and the automated workflows that use the Trados integration. It's given by our specific setup where the Trados Agent/Trados Studio is installed on our US server where also all the XTRF resources (TM's, termbases).

Now, the unpleasant issue is that the people in French office (PM's, linguists) don't have direct access to the US server (although they can connect through VPN) so whenever they open a package created by the Agent in Trados Studio they receive an error message that the TM's cannot be accessed so in the end they have to add the TM's manually which takes time especially with multilingual projects.


So we were trying to modify the settings in a way that TM's are always attached into the packages, but it doesn't seem to work.


So far we checked the workflow definitions and tried to change the settings regarding TM (see the attached screenshot). We tried both of the following:

  • Create a new file-based project translation memory for every package
  • Include the existing project translation memory in every package

Neither of it makes any difference, there are still only remote TM's attached in the package.


If anyone has some ideas what to try to get rid of this obstacle we will be really grateful.

Answer
Olaf Staszkiewicz 7 years ago

Hi Tomas,


After having a look into this query, it seems that this case is not related to XTRF after all.

0
Answered

Can anyone tell me how I can merge two client contact persons?

Ted 7 years ago in Home Portal updated by Olaf Staszkiewicz 7 years ago 1

I have duplicates that should really be one record.

Answer
Olaf Staszkiewicz 7 years ago

Hi Ted,


There is no merging contacts. We suggest copying the data, and deleting or maybe rather deactivate one of the doubled records.


And if needed you can always post In the Ideas forum.