XTRF Knowledge Base / XTRF

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Document Templates and Themes in XTRF

Language settings for clients

How can I set minimum duration for a job?

How to recognize quotes that have been accepted by the clients?

Managing Services

Managing Job Types

File categories

Files auto-categorization & language detection

What can I expect from enabling the Branch functionality?

How can the Client be involved in the proofreading process?

Managing Step Types

How to send Project Confirmation to a client?

Order / Quote card

Process card

How can I split Jobs in a project?

How to send PO to a vendor?

Entering basic data (Order and Languages cards)

Quality Assurance card

History

People card

How to use CAT analyses for defining payables/receivables

Selecting additional contacts in Smart Projects

How to change work files' language or category after upload

Finance card

E-mail notifications for PM and Client in Smart Quotes

Smart Quote and Project statuses

Files card

Jobs card

How to deliver translated documents to Client?

Notification Center

How to invoice a project?

How to measure time spent by your in-house vendors on internal jobs

How to get Smart Views delivered to my e-mail?

Actual Start and Finish Dates

[XTRF 8] [GDPR] How to erase (delete) personal data from Client / Vendor or their Contact Person profile?

How can I see vendor rates?

[XTRF 8] How to delete Quotes and Projects

[GDPR] How to archive Quotes and Projects

What has changed in XTRF 8?

What is difference between named and floating license?

What has changed in XTRF 8.1

What has changed in XTRF 8.2

LISA Evaluation

Vendor Workload view

Smart User Work Log

How do I indicate a vendor is on payroll?

How to issue a Credit Note in XTRF

How to manually edit a Credit Note in XTRF

Speech-to-Text service

Project Groups

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