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What Are You Going to Do?Target AudienceDescription
Configure the basics of XTRF Business Language Platform.Administrators

Go to the article to find out how to configure the key values in XTRF Platform.

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titleGo to the Configuring System Key Settings Guide
urlhttps://knowledgebase.xtrf.eu/x/54YEAw

Set up an outgoing e-mail configuration for proper work of the Home Portal.Administrators

The article guides you how to configure an outgoing e-mail in the advanced Home Portal settings.

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titleGo to the Configuring the Outgoing E-mail in the Home Portal Guide
urlhttps://knowledgebase.xtrf.eu/x/d4IEAw

Configure the basic system values, language.Administrators

In the guide you can learn how to add the basic system values such as language.

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titleGo to the Configuring System Values: Languages Guide
urlhttps://knowledgebase.xtrf.eu/x/voQEAw

Configure the calculation units as a the basic system values.Administrators

In the guide you can find how to add the basic system values such as calculation units.

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titleGo to the Configuring System Values: Calculation Units Guide
urlhttps://knowledgebase.xtrf.eu/x/H4QEAw

Configure the payment details.Administrators

The article describes how to configure the basic payment system values used to create invoices.

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titleGo to the Configuring System Values: Payment Methods and Payment Types Guide
urlhttps://knowledgebase.xtrf.eu/x/5oMEAw

Add new users to the Home Portal.Administrators

The article presents how to create accounts for users in your company.

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titleGo to the Adding a New User Account in the Home Portal Guide
urlhttps://knowledgebase.xtrf.eu/x/nYIEAw

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What Are You Going to Do?
 
Target AudienceDescription
Add Entities to the Database  
          Add a new client Client to the database one-by-one.Project Managers

The article describes the manual client creation.

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titleGo to the Adding a New Client Profile to the Database Guide
urlhttps://knowledgebase.xtrf.eu/x/HoMEAw

Manage a price profile for a new clientClient.

Project Managers,

Accountants

In this article you can find how to:

  • Create a new profile for your clientClient
  • Add a language combinations to the clientClient's profile
  • Add rates to the language combinations

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titleGo to the Managing the Client's Price Profile Guide
urlhttps://knowledgebase.xtrf.eu/x/coIEAw

Manage a new price list for your clientsClients.

 Project Managers,

Accountants

In the article you can learn how to:

  • Create a new price list
  • Add the language combinations
  • Add rated to the language combinations

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titleGo to the Managing the Price List for Your Clients Guide
urlhttps://knowledgebase.xtrf.eu/x/boIEAw

Create manually an entry for your partner.

 Project Managers,

Vendor Managers

The article describes the manual vendor Vendor creation.

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titleGo to the Adding a New Vendor Profile to the Database Guide
urlhttps://knowledgebase.xtrf.eu/x/HIMEAw

Create and manage a price profile for a new vendorVendor.

 Project Managers,

Vendor Managers,

Accountants

You can find out how to:

  • Create a new profile for your vendorVendor
  • Add the language combinations
  • Add rated to the language combinations

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titleGo to the Managing the Vendor's Price Profile Guide
urlhttps://knowledgebase.xtrf.eu/x/SIIEAw

Create and manage a new price list for your vendorsVendors.

Project Managers,

Vendor Managers,

Accountants

In the article you can read more how to:

  • Create a new price list
  • Add the language combinations
  • Add rates to the language combinations

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titleGo to the Managing the Price List for Your Vendors Guide
urlhttps://knowledgebase.xtrf.eu/x/aIIEAw

Send an email to the client Client with invitation to the Customer Client Portal.Project ManagersThe article presents how to invite a client to the Customer Client Portal.

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titleGo to the Inviting Your Client to the Customer Portal Guide
urlhttps://knowledgebase.xtrf.eu/x/IoMEAw

 Send an email within an invitation to the Vendor Portal. Vendor Managers

The article guides you how to invite a person to the Vendor Portal.

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titleGo to the Inviting Your Vendor to the Vendor Portal Guide
urlhttps://knowledgebase.xtrf.eu/x/zAC6Ag

Work with a Localization Project  
 Create a new opportunity or add an offer to an existing opportunity.

Sales,

Project Managers

In this guide you can find a description how to:

  • Create an opportunity from a scratch
  • Add a new offer to the opportunity
  • Send the offer to the client for an approval

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titleGo to the Creating an Opportunity Guide
urlhttps://knowledgebase.xtrf.eu/x/eQAPAw

Create a new quote Quote in the Home Portal.Sales

The article describes how to create a quoteQuote.

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titleGo to the Creating a Quote Guide
urlhttps://knowledgebase.xtrf.eu/x/egAPAw

Create a project Project in XTRF Platform to start working with your vendorsVendors. Project Managers

You can find out how to:

  • Create a projectProject
  • Add a language combination
  • Add costs to your projectProject
  • Add profits to your projectProject
  • Assign your vendors Vendors manually
  • Start your workflow

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titleGo to the Creating a Project Guide
urlhttps://knowledgebase.xtrf.eu/x/KYMEAw

Ask your vendors Vendors if they are willing to undertake a given jobJob.Project Managers

The article presents how to assign your vendors Vendors to a given activitiy.

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titleGo to the Assigning a Vendor within Availability Requests Guide
urlhttps://knowledgebase.xtrf.eu/x/uIUEAw

Close your project Project after finishing all activities.Project Managers

You can find how to proceed to get all the activities done.

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titleGo to the Closing a Project Guide
urlhttps://knowledgebase.xtrf.eu/x/RYYEAw

Create an invoice for your projectProject.

Accountants,

Project Managers

You can learn how to create an invoice for completed jobsJobs.

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titleGo to the Creating an Invoice for Your Client Guide
urlhttps://knowledgebase.xtrf.eu/x/0IYEAw

Create a report.Managers

Find out how to create a report from scratch to address your data visualization needs.

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titleGo to the Creating a Report Guide
urlhttps://knowledgebase.xtrf.eu/x/d4EZAw

Restore content in notifications.Project Managers

The article instructs you how to restore default content of the notification templates.

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titleGo to the Restoring Default Content of a Notification Template Guide
urlhttps://knowledgebase.xtrf.eu/x/OgJGAw

Link your clientsClients.Project Managers

You can learn how to connect your clients Clients with each other, although they stay in different offices.

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titleGo to the Managing Client Offices Guide
urlhttps://knowledgebase.xtrf.eu/x/BgBjAw

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What Are You Going to Do?Target AudienceDescription
Create a new view.

Administrators,

Project Managers

Create a new view to preview and manage your data in the Home Portal.

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titleGo to the Creating a New View Guide
urlhttps://knowledgebase.xtrf.eu/x/vwQ8Aw

Add a system value.

Administrators, Project Managers

System values are pieces of information that have an influence on your environment. The system values such as languages, payments or calculations calculation units you should configure while when starting working to work with XTRF Platform; others you can define when you need more than the default ones. 

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titleGo to the Configuring System Values: Job Types Guide
urlhttps://knowledgebase.xtrf.eu/x/T4QEAw

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titleGo to the Configuring System Values: Specializations Guide
urlhttps://knowledgebase.xtrf.eu/x/9YQEAw

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titleGo to the Configuring System Values: Discounts & Surcharges Guide
urlhttps://knowledgebase.xtrf.eu/x/HYUEAw

Add a new workflow.

Administrators, Project Managers

By default, you have the predefined Workflow Definitions in the Home Portal. However, however, you can add a new one which meets your needs. To learn how to create the a Task Workflow Definition or Project Workflow Definition, go to the following guides.

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titleGo to the Creating the Task Workflow Definition Guide
urlhttps://knowledgebase.xtrf.eu/x/R4MEAw

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titleGo to the Creating the Project Workflow Definition Guide
urlhttps://knowledgebase.xtrf.eu/x/Q4MEAw

Manage files in the newly created Workflow Definition.Administrators, Project Managers

When you have added a new Workflow Definition you should know how to distribute files in it. The article gives you an example how to do it.

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titleGo to the Managing Files in Task Workflow Definition Guide
urlhttps://knowledgebase.xtrf.eu/x/eIIEAw

Configure the Customer Portal.AdministratorsThe article describes how to prepare the Customer Portal for your clients.

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titleGo to the Configuring the Customer Portal Guide
urlhttps://knowledgebase.xtrf.eu/x/OwJGAw

Prepare Services for a clientClient.

Administrators, Project Managers

Services are a system value representing your translation process workflows in a marketing language. To find out more how define and manage Services in XTRF Platform see the below article.

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titleGo to the Services for Your Clients Guide
urlhttps://knowledgebase.xtrf.eu/x/W4YEAw

Add a Document Template to XTRF Platform prepared within BIRT-4 version software project.Administrators, Project Managers

Templates are used to generate the final documents with a desired look and feel. Every time when you change the Document Templates locally, you need to add it to the Home Portal of XTRF Platform. The article below instructs you how to make the Document Template available in the XTRF Platform.

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titleGo to the Adding BIRT-4 Type Document Templates Guide
urlhttps://knowledgebase.xtrf.eu/x/zAI8Aw

Personalize a Document Template prepared within BIRT-4 version software project.Developers

If you are familiar with the Business Intelligence and Reporting Tools (BIRT) version, you can adjust the Document Template available in the XTRF repository to your needs. To learn how to do it, follow the steps in the below guide.

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titleGo to the Customizing Your BIRT-4 Document Template Guide
urlhttps://knowledgebase.xtrf.eu/x/zQI8Aw

 Generate an access token for a  Home Portal's user.Administrators, Project Managers

An access token is used to authenticate a user with an external application using the Home Portal API. Token based authentication is definitely more secure because the information is not stored on the server or in a session. To see how to generate the access token for a user read the below article.

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titleGo to the Generating New Access Token for the Home Portal API Guide
urlhttps://knowledgebase.xtrf.eu/x/NAArAw

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