reference files on vendor portal before accepting

Jelle Maes 3 years ago in Home Portal / Smart Projects updated by Maciej (XTRF Senior Deployment & Training Specialist) 3 years ago 1


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.


This seems to be a matter of correct sharing settings in the Process Template. You can upload  the auxiliary pdf file and categorize it as a Reference File. Then, you just need to make sure that the job, to which you send a Job Offer, has this category available in the 'from client / PM' section. This should work for you.