XTRF Knowledge Base / XTRF

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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

Languages card

How can I split Jobs in a project?

How to send PO to a vendor?

How to import CSV into an Office Excel sheet

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

Files card

Jobs card

How to deliver translated documents to client?

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

[XTRF 8] [GDPR] How to archive Quotes and Projects

What is difference between named and floating license?

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