The General Settigs Tab is where you will configure the word count profiles, resource groups, workflows, and invoicing information for the user option.
Please see the following sections to learn more about configuring this portion of the user option settings:
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Settings
The Settings configuration options are where you will configure automation for word counts, resources groups, machine translation, document profiles, and general settings for errors, file uploads, etc.
It appears as shown below when nothing has been configured:
Word Count Profile
Within the Settings section, you have the ability to choose a Word Count Profile for counting the number of words per file and determining what will not be or is included within the word count. If no profile is chosen, then a Default profile will be used.
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To choose a specific word count profile for the client for the option, click on the drop-down menu and make a selection. If you cannot find the right profile or one has not been created, click on View Profiles to see current word count profiles in the system. In this example, the Acme Word Count Profile has been chosen.
Resource Group
Additionally, you may choose a Resource Group to be used for this option. A resource group can include memories and term bases from previous translations. These are then assigned as resources for this new project/order by the client and used for the new translation. By default, no resource group is selected for the option.
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To assign a Resource Group, click on the drop-down menu and choose the appropriate resource group for the client. If you need to view the current groups within the system, click on View Groups. In this example, Acme Resources has been selected.
Machine Translation System
Besides choosing a word count profile and resource group, you also have the option to configure a Machine Translation System (i.e. Microsoft, Google, etc.) for the user option. This is the system that will be used to pre-translate uploaded documents.
First the system will use the translation memories to pre-translate texts and then the Machine Translation System will be used to pre-translation any texts that were not translatable via translation memory. By default, no Machine Translation System is selected for the user option.
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At leaste least one Machine Translation System must be configured to be see selection options in this drop-down menu. To learn more about configuring this information, please see the Machine Translation Systems Settings section of the documentation. |
To make a selection, click on the drop-down menu and choose the Machine Translation System you want to use for this specific user option. If you need to view, configure, or make changes to this information, click on View Systems to the right of the menu.
Document Format Profile
The next available option to configure in the Settings section is the Document Format Profile. This is the profile that informs the system of how text will be extracted from the uploaded file(s) for translation for specific document formats.
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If you have not configured a profile in the system or need to make changes, click on View Profiles to view this information. |
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Uploaded Files Limitations
Next, an option is provided for limiting the size of files that may be uploaded for a client order. The default setting for this option is 500 MB per file and is the maximum allowed file size. The default number of files that may be uploaded for an order is 10. These values may be changed within the Uploaded Files Limitations setting.
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To change this information simply click on the field and type the desired value or use the increment/decrement arrows to the right of the value to change it by one. For example, if you want to limit the file size to 200 MB and only allow the client to upload up to 5 files, this setting would appear as shown below:
Additional Settings
These additional settings reside within the Settings section and can be enabled or disabled by clicking on the checkbox next to the setting's description:
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The Work section applies to the initial status of the order and whether or not a project should be created when the order is submitted by the client. Additionally, you may configure the type of project, it's status, the project workflow, and other items to further automate this process in the system for new orders.
Initial Order Status
The Initial Order Status setting will determine the status of the order when it is submitted and in most scenarios should be set to "In Progress". It is set to "Request" by default in the option configuration.
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To make a selection, click on the drop-down menu and choose the status you want to use when the client selects this option on the order form. In this example, "in progress" will be selected.
Create Project
Next, you may configure whether or not a project will automatically be created when the order is submitted. By default, this option is not enabled, as shown below:
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To enable the option, tick the checkbox for the Create Project setting and additional configuration settings will appear below this option for selecting the project type, workflow, etc.
First First, you must select the Project Type: Standard or Codyt and a Project Status: Preparing, Waiting, or In Progress.
A Standard Project will only create the project. All other configuration and setup will have to be handled manually after it has been created. If a standard project is created, the Project Status may be set to Preparing or In Progress, depending on your specific needs. In the example below, a standard project is created and the status has been set to "Preparing".
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The Costing section is used to configured invoice creating, how to handle incomplete invoices, pricing, and additional settings for the submitted order.
Create Invoice
For the Create Invoice setting, you have the option to:
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To make a selection, tick the radial next to the appropriate description. For this example, the invoice will be created when at least one uploaded file can be word counted. This selection has been made because the Skip Counts & Costs Step setting has been disabled (unticked).
Incomplete Invoice
The Incomplete Invoice setting may be used to ensure that an invoice is created even if one or more costs have not been defined in the pricelist. If this option is disabled (unticked), as it is by default, then a single undefined unitary cost will prevent invoice creation.
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To enable this setting, tick the checkbox to the right of the it's name. When enabled, the setting will have a checkmark in the box with a blue background.
Show Cost Details
The Show Cost Details setting contains three options and your selection will be determined from additional settings for the new user option. For example, if you have enabled the Skip Counts & Costs Step setting, then the default choice of "Hide cost details from the client in the second step of the order process" will not work as the entire second step of the order process should be skipped.
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If the cost detals are displayed, the client will see the word counts and all cost information. If they are hidden, this information will not be displayed during the second step of the ordering process. To change this setting, simply tick the radial for the desired selection to the right of the setting's name. In this example, we will be showing the cost details to the client.
Price List & Services
Finally, you will need to select a Price List and configure Services for this option when chosen on the order form by a client. By default, the Standard Pricelist is chosen in the configuration.
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