XTM Portal 3.0 Administrator Guide (closed Beta version)

Log in to XTM Portal as an Administrator.

In the menu on the left of the screen, select the cog icon . The Settings tab screen is displayed.

In the Settings tab screen, select the GENERAL tab.

In the GENERAL screen, select the TRANSLATION REQUEST tab. In the TRANSLATION REQUEST screen:

1. in the Request details area, you can see options selected for the Translation request. These options will be displayed in the Translation request screen:

   • Customer.

   • Project name.

   • Upload file or paste text.

   • Template/Default workflow.

   • Source language.

   • Target language.

   • Due date.

2. in the Template/Default workflow area, you can switch on the Enable templates toggle:

   • on – If this option is enabled, in the Project templates dropdown, you can select which project templates should be applied:

     • All.

     • Global.

     • Customers.

   • off – If this option is disabled, in the Default workflow dropdown, select the workflow that should be applied.

3. in the Customers area, you can:

   • select one or more Customers for which projects can be created, in XTM Portal. Translation requesters will be able to select the relevant customer for their project from the ones that you enable here. Customers are created in XTM Cloud.

   • select Default customer. This setting is user-specific, it has no influence on other XTM Portal users. They can select their own default customer. The selected customer will be selected by default, in every Translation request that you will complete. If required, you can select another customer from the list of customers entered in the Customers field.

4. in the Translation files area, in the dropdown, you can select the file extensions that will be supported in XTM Portal. By default, all file extensions supported in XTM Cloud plus zip files are supported in XTM Portal. Zip files can also contain files which are not supported by XTM Cloud. To select only specific file extensions to be supported in XTM Portal, select the caret down icon to the right of the File extensions label. Now, in the dropdown, select the relevant file extension. To add more file extensions, click in the File extensions field, and select them one by one from the dropdown. To remove the relevant file extension, select the close icon to the right of the relevant component. To clear all selected file extensions, select the close icon on the right-hand side of the File extensions field.

   To check which file formats are supported in XTM Cloud, go to https://help.xtm.cloud/en/xtm-cloud-documentation.html. Then, select the relevant XTM Cloud version and in the documentation for the relevant XTM Cloud version, search for the "File formats supported in XTM Cloud" topic.

Select the Save button in the top right-hand corner of the screen.