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XTRF Knowledge Base

Getting started
7
How to insert an image into an e-mail notification template?
How to change my password?
How to set up my agency's email?
What browsers do you recommend?
What is the additional costs of Vendor Portal?
Service, Process, Step & Job concepts
List of topics covered in XTRF Academy guides
General
15
What are Smart Projects?
How do I change the login page logo to my company's?
How can I reduce the number of XTRF logos on emails?
How can customer be involved in the proofreading process?
APIs and Customizations
Dictionary of terms
What has changed in XTRF 7?
Notification Center
XTRF system compliance with GDPR
TLS 1.0 deprecation
more articles →
Vendor Portal
9
How to change registered vendor's e-mail address?
How to invite vendor to Vendor Portal?
Vendor Portal: Creating an invoice upon specification
Vendor Portal overview
Sharing vendor notes with the following vendors
Vendor Portal: Job Offers module
Vendor Portal: Jobs module
Vendor Portal: Holidays module
Vendor Portal: Profile module
Home Portal
Process Designer
How can I control Job auto-starting?
Process Templates
How to create credit notes?
Working with Gantt chart
Copying Smart Projects and Quotes
Managing Smart Views
Smart Project display
File sharing between Jobs
Setting up dates
more articles →
General
35
Setting communication language for Clients
How can I set minimum duration for a job?
How to recognize quotes that have been accepted by the clients?
Managing Services
File categories
Files auto-categorization & language detection​
What can I expect from enabling the Branch functionality?
How to send Project Confirmation to a client?
Order / Quote card
Process card
more articles →
Dashboard
5
Customizing Dashboard in Home Portal
How to set up Filtered Records widget?
How to set up Smart View widget?
How to set up Total Sum widget?
How to set up Website Embedder widget?
Job Offers
5
Setting up Vendor Selection Rules
What are Job Offers and how to send them?
Personalizing Job Offer's e-mail to Vendors
Job Manager
What happens after sending a Job Offer
Automations
16
Automatic Files Delivery
Automatic Jobs Splitting
Automatic Job Dates
Automatic Payables
Automatic Receivables
Automatic PO Sending
Automatic Quote Approval
Automatic Vendor Assignments
Automations panel
How can I automate translation process?
more articles →
Integrations
When will XTRF be compatible with SDL Trados Studio 2019?
How can we integrate our system with XTRF? Is there an API?
A guide to XTRF for Google Sheets Add-On
ProZ.com integration
Google Maps integration
Google Data Studio integration
Integrations with other systems
How to use text messages on XTRF platform?
SSO or Single Sign-on
How to create an API token?
more articles →
memoQ
11
How NOT to import source documents to memoQ right after upload?
How can I get analyses from memoQ through the integration?
Creating and launching a memoQ project linked with a Smart Project
How is data synchronized between memoQ and Smart Project?
How can I delete a memoQ project through linked Smart Project?
Working with memoQ project templates
How to apply memoQ filter configuration through the integration?
Can I integrate a Smart Quote with a project in memoQ?
What does memoQ communicate back to XTRF?
How to use the GroupSourcing functionality in memoQ integration with Smart Projects?
more articles →
Client Portal
4
How to launch a Project in Client Portal?
How can multiple users be given access to one Client Portal account?
How do I reset my Client Portal password?​
How to invite Client to Client Portal?
Troubleshooting
1
Why are my emails not sent?

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