Steps to be Used in Process side panel
This panel is displayed on the right when no step is selected in the Process card.
In the Steps to be Used in Process side panel, you can:
select a step to add it to the process. This panel contains active step types available in the Home Portal, grouped in the following sections:
CAT Tool – steps linked with specific CAT tools steps.
Manual File Delivery (language-dependent steps, such as Translation, and independent, such as File Preparation, DTP, etc.) – steps performed by a vendor in the Vendor Portal (vendors get a list of files shared with the job and are asked to upload result files). Language-independent steps can also be performed by Home Portal users outside the Vendor Portal.
Manual File Verification (Editing, Proofreading, etc.) – verification steps performed by a vendor in the Vendor Portal. Vendors get a list of files shared with the job and are asked to verify each uploaded file and set their verification status to Verified or Needs Correction. Vendors can also upload additional files.
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Script (scripted steps) – automatic steps defined by a user-provided script. The script can react to specific events in the project and perform operations on the job or communicate with remote services.
add new steps or edit the available ones To do so, click the Configure Steps button at the bottom of the side panel. You will be directed to the
Configuration menu > Projects and Quotes > Process Steps (Smart). For details, see the Process Steps (Smart) article.