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 can customer be involved in the proofreading process?

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?

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

What has changed in XTRF 7?

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?

TLS 1.0 deprecation

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?

Customer support service by UserEcho