XTM Portal 26.1

Log in to XTM Portal.

In the menu on the left of the screen, select the Translation request icon.

In the Translation request screen, provide the required details:

1. In the Request details section, make the required settings. Some settings are mandatory (they are marked with an asterisk , in the XTM Portal Translation request form) and others are optional:

   • The Customer dropdown is mandatory. If a default customer has been selected for you, their name will be displayed on-screen. If you have access to other customers apart from your default one, you can select them for your translation request. Use the dropdown list to select the required customer for your translation project.

   • The Project name text field is mandatory. Use it to enter your translation project name. The limit for this field is 100 characters.

   • The Template dropdown is displayed if it has been enabled by your XTM Portal Administrator. In this case, it is mandatory. Use it to select the XTM Cloud template that is to be used for your translation project.

     Tip

     A template stores the settings for creating a project and assigning Linguists to it. It can be customer-specific or global. Global templates are available for creating projects for all customers.

   • The Create project without files for translation toggle switch is optional. Use it to hide the Upload files and Enter or paste text fields and create a non-CAT project, in XTM Cloud. This project will not contain any source files. They can be added in XTM Cloud later, if required. However, you can still upload Reference materials for this project in XTM Portal.

   • The Upload files field is mandatory if you have not selected the Create project without files for translation toggle switch and did not upload any text in the Enter or paste text field. Use it to drop the relevant source file(s) here, or click to browse for them. You can use both the Upload files and the Enter or paste text field at the same time, if required. However, the combined size of the uploaded files, text, and reference materials must not exceed 700MB. Also, a file name cannot exceed the character limit of 162 characters, including the file format.

   • The Enter or paste text field is mandatory if you have not selected the Create project without files for translation toggle switch and did not upload any text in the Upload files field. Use it to paste in the relevant text to be translated. You can use the Enter or paste text and the Upload files field at the same time, if required. However, the combined size of the uploaded files, text, and reference materials must not exceed 700MB.

   • The Reference materials field is optional. Use it to drop the relevant reference materials here, or click to browse for them. In XTM Cloud, Project Managers see and download these files in the Project Editor > General info > Reference materials section and in the Project Editor > Files tab screen. In XTM Cloud, Linguists can see and download reference materials from the Project – Files popup. In XTM Workbench, Linguists can see reference materials and download them from the top navigation bar by selecting Preview > Reference material. In XTM Portal, you and other users who have been granted access to the relevant project can download reference materials in the Project list screen. For details, see Downloading a project's reference materials. Also, a file name cannot exceed the character limit of 162 characters, including the file format.

   • The Source language dropdown is mandatory. Use it to select the source language for your translation project. If you have selected a template for your project, the default source language might already be selected. Also, the list of source languages might be limited, depending on the Customer and Template settings.

   • The Target languages dropdown is mandatory. Use it to select the target language(s) for your translation project. If you have selected a template for your project, the default target languages might already be selected. Also, the list of target languages might be limited, depending on the Customer and Template settings.

   • The Due date picker is optional. Use it to set a deadline for your project (you can specify the date and time).

   • The Use end of day as due date toggle switch. When you select it, in the Due date picker, you can only select the due date for your project, as time is automatically set for the end of the selected day (11:59 PM in your time zone).

   • The Subject matter dropdown is displayed if it has been enabled by your XTM Portal Administrator. In this case, it is optional. If required, select the subject matter for your project.

   • The Share with dropdown is displayed if it has been enabled by your XTM Portal Administrator. In this case, it is optional. Use it to select the relevant XTM Portal users who will be able to see and manage your project in the Project list screen. This user will also be notified about project creation, updates, and completion by email. You can also add email addresses of non-XTM Portal users to the list. To do so, type in their full email address and then select the Create [user email] option below the Share with field.

     Important

     The Create [user email] option only adds non-XTM Portal users to the Share with list. To get access to XTM Portal, they must either sign up to XTM Portal (for details, see Signing up to XTM Portal) or their user account created by an Administrator (for details, see Creating users) .

2. In the Additional info section, in the Description text field, provide any other additional information about your project. The limit for this field is 2000 characters.

3. In the Custom fields section, select the relevant custom field values, if any custom fields have been created for your project, in XTM Cloud, by the XTM Cloud Administrator. If custom fields have been marked as mandatory in XTM Cloud, they are also mandatory in the XTM Portal Translation request form, where they are marked with an asterisk .

Select the Send translation button in the top right-hand corner of the Translation request screen.

The task is submitted to XTM Cloud for translation, in which a project is created. In XTM Portal, a success message is displayed at the bottom of the screen, and you are redirected to the Project list.