Documents

The Documents section includes a view for References and a view for Deliverables. These views display the documents added to the current Project.

Documents

Documents section heading.

References

Displays the list of reference documents included in the active project.

Deliverables

Displays the list of deliverable documents included in the active project by the End-users.

References

The reference documents can include original documents as PDF files, style guides or other relevant background material for the project.

Other users than Project Administrators see only References of task language pairs assigned to them, or those without language specification. (A user's language pair corresponds to the target languages the user is assigned to in the user role settings.)

Users with no language pair assigned in the role settings can see all References.

To be able to save the reference to TMS you have to enter content, for example a checklist, or attach a file.

Items belonging to jobs that are categorized as hidden in the Jobs | All view, are not displayed in References view. To be able to view such items in References view, categorize the job(s) as not hidden in the Jobs | All view.

The list of items in the view can be exported to an Excel file and saved locally.

Context menu commands (Click the item row(s) to open the context menu):

Download

Opens the dialog for downloading the file. You can download the file by clicking the hyperlink on the third tab (with the paperclip icon) of the dialog.

Deliverables

In the Deliverables view you can view and add deliverable documents to the TMS jobs. The Project Administrator can also edit and delete any of the deliverables in their projects.

The deliverables are displayed to an End-user only for language pairs she is assigned to in the project. An End-user assigned to a project without any language pair assigned can see all deliverables in the project. The Project Administrator can see all deliverables of her projects and who posted them.

To be able to save the deliverable you have to enter content, for example a checklist, or attach a file.

Items belonging to jobs that are categorized as hidden in the Jobs | All view, are not displayed in Deliverables view. To be able to view such items in Deliverables view, categorize the job(s) as not hidden in the Jobs | All view.

Context menu commands (Click the item row to open the context menu):

Edit

Opens the Deliverable document dialog in which you can replace the document and download the document by clicking the hyperlink on the third tab (with the paperclip icon). The user who created the deliverable can also edit the document information in the fields of the Information and Categorization tabs of the dialog.

View

Opens the Deliverable document dialog from which you can download the LTB and External Service reports by clicking the hyperlink on the third tab (with the paperclip icon).

Download

Opens the Edit/View/Download/Delete context menu in which you can choose to open the deliverable document or download it to your local computer.

Add a deliverable

To add a new deliverable, click New Deliverable on the toolbar. To download the selected deliverable, click Download on the toolbar or in the context menu. To edit the deliverable, click Edit in the context menu.

When you click New Deliverable, the New Deliverable dialog is displayed.

New Deliverable

_ □ x

The dialog is tabbed. On the first tab you can insert the basic information about the deliverable.

You have to insert the name of the deliverable into the Titles field.

The URL field can be filled when the deliverable exists in the web.

Please insert a description for the content of the deliverable to the Content field.

Information

	Field/Value
	Titles:*
	Names of the deliverables	Insert the names of the deliverables into this field.
	Url:
	www.xyz.com\deliverable	Insert the URL of the deliverable into this field.
	Content:
	Xyz	Describe the content of the deliverable.

Save

You have to select a Job for which the deliverable belongs to.

You can also select the languages for the deliverables.

You can categorize the deliverable by adding several keywords, separated by a comma or semicolon, to the Keywords field. The keywords are displayed in the Deliverables view, where you can also filter the items by the keyword values.

Categorization

	Job:*
	Select a job...	In this field menu you can select the job in which you want to include the deliverable.
	Languages:
	Select languages...	In this field menu you can select the languages in which you want to include the deliverable.
	Keywords:
		In this field menu you can insert the keywords with which you want to tag the deliverable.

Save

You can drag and drop the deliverable file on the third tab.

Files

	Field / Value	Additional Information
	Choose a file to upload as a deliverable. You can also drag and drop files anywhere on this page to start uploading.
	Supported file types: .
	Choose files... or drop files here	Enter the zip package(s) with the files to be processed.

Save

Delete a deliverable

The creator of the deliverable can delete the deliverable by selecting the deliverable in the list, clicking Edit in the context menu, and clicking Delete in the Edit Deliverable dialog.

Export to Excel

The list of items in the view can be exported to an Excel file and saved locally.

Users with the Project Administrator role can delete any deliverable in their projects by selecting the deliverable in the list, clicking Edit in the context menu, and clicking Delete in the Edit Deliverable dialog.