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Answered

How to set files uploading options with Memsource integration?

nabylm 3 years ago in Home Portal / Smart Projects with CAT integration updated 3 years ago 3

Hi,

I would like to know how to set files uploading options in Xtrf/Memsource?If I could set them by default it would be even better.

Indeed, when I upload file through Xtrf (using the integration), I don't have the possibility to set these options, such as:
-Notes or master slides for powerpoints
-"Replace font" for Indesigns
etc...

Thank you for your help.


Answer

+1
Answer

I believe the integration uses the master settings in your MS account, so if you set them there, they will be used. If, like us, you want to use different settings for different projects/clients, you need to use the Memsource templates and select them in your workflow (or set them in your workflow definitions if they are always the same for a given workflow).


This is for the integration with Classic Projects, by the way, as there is no integration with Smart Projects yet.

GOOD, I'M SATISFIED
Satisfaction mark by nabylm 3 years ago
+1
Answer

I believe the integration uses the master settings in your MS account, so if you set them there, they will be used. If, like us, you want to use different settings for different projects/clients, you need to use the Memsource templates and select them in your workflow (or set them in your workflow definitions if they are always the same for a given workflow).


This is for the integration with Classic Projects, by the way, as there is no integration with Smart Projects yet.

Great! Thanks a lot, I'll just create templates.