The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact XTRF Customer Success Manager.
Target audience: Administrators, Project Managers
Document Templates in XTRF Platform
In XTRF Platform you can find a set of Document Templates available by default. The default set of the Document Templates is prepared within the BIRT-2 version and give you an opportunity to generate documents for your partners, such as invoices or receivables, in the
DOCX format. This package of files is prepared using the BIRT-4 version and can be downloaded from the XTRF repository. Within the Document Templates you can produce the final version of documents for your partners within a desired layout. Additionally, you can localize the Document Templates conveniently selecting an appropriate language while uploading them to XTRF Platform - the final documents can be then generated in a required language.
This article instructs you how to get a package with already ready-to-use Document Templates and upload them to the Home Portal in XTRF Language Business Platform. Afterwards you can use them to generate the final documents for clients and vendors.
Before Reading a Guide
- The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
- The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.
Semantics in Terms of Document Templates
BIRT-4 version: The abbreviation of Business Intelligence and Reporting Tools (BIRT) Luna software project, Release 4.4.0. You can download the BIRT-4 version project package from the XTRF repository: https://repo.xtrf.eu/soft/tools/eclipse/,
eclipse-birt4.zipfile. For more information go to the official Eclipse website: https://projects.eclipse.org/projects/birt/releases/4.4.0.
I. Download the Document Template Files Package
To get a package with a default set of Document Templates prepared with the BIRT-4 version, perform the following steps:
Go to the XTRF repository location that was provided by us.
|From the XTRF repository download the |
|Extract the |
On your local machine go to the
BIRT-4 Document Templates
From the XTRF repository you can get the thirteen Document Templates created within the BIRT-4 version. These templates are the most commonly used in XTRF Platform in the business translation process with your partners. You can find there ready-to-use templates for invoices or quote confirmation documents. All templates are prepared in English, although they can be easily localized for a given language available in XTRF Platform.
II. Upload a Document Template
To upload a Document Template to XTRF Platform and afterwards, to be able to generate documents in the
DOCX formats in the Home Portal, follow the steps:
Ready Document Template Files
Please mind that the following steps instruct you how to upload Document Templates prepared within BIRT-4 version. Because the Document Templates are not built-in to XTRF Platform, therefore you need to have ready-to-use Document Templates files stored on your local machine before start performing the following steps.
|Sign in to the Home Portal of XTRF Platform.|
|In the accordion menu click the Templates and then select the Document Templates.|
|Click the +Add button. You are redirected to the Create Document Templates display.|
Provide a name of a template you are going to upload. For example, Customer Charges EN-US.
Document Templates Localization Names
It is highly recommended to add a localization symbol to a Document Template name if you want to have a given kind of Document Templates for more than one language. The most important reason for that is that you need to add a Document Template entity for each required language to have the Document Template localized.
Set a type setting to the Autodetect value from the Template Type drop-down menu.
Autodetecting Template Type
It is highly recommended to set the Template Type setting to a Autodetect value. XTRF Platform recognizes the files which are going to be attached for a given Document Template. If you select other option, please mind that you might experience issues while managing Document Templates files. For example, the preview of the document might be unavailable.
Select a language in which you are going to use a given Document Template.
Document Template Language
It is highly recommended to select a language in which you want a given Document Template to get localized. For example, if you want to use your Document Template for German documents, you need to select a German language. After uploading the Document Template and saving all changes your Document Template might be used to generate documents for your partners in German. Please note that the automatic localization of your Document Templates is only executable for the languages defined in XTRF Platform.
(Optional) Select the Default checkbox if this Document Template for a selected language should be used as a default one in your Home Portal.
Default Document Templates
When you add a Document Template to the Home Portal selecting the Default checkbox, your Document Template is going to be added to the list with the default templates, although the language setting might differ from the global one.
Select the Active checkbox if this Document Template should be available for use in your Home Portal.
To upload the desired Document Template file, follow the steps:
Click the Save button. You have just added the Customer Charges Document Template to your bunch of the Document Templates.
Generating Documents in the DOCX Format
If you want to enable you or your employees to generate documents in the
Generating Documents in Many Languages
Please bear in mind that if you want to have the same document available in many languages you need to upload the Document Template for each language separately.