Managing Documents
Document List
In the Enterprise TMS, documents are the source file uploaded for translation. Use the document list to quickly find, edit, and manage documents.
Project Summary – An overview of the project you are in. You can perform project-level actions here. This drop-down is separate from the document action drop-down. The project summary is visible wherever you are in the project.
Navigation Tabs – These tabs allow you to manage other aspects of the project.
Add Documents – Add new documents to the project by selecting this button. Alternatively, you can drop files anywhere on the page.
Document List Header
Use the refresh button to update the document list.
Search for documents by name.
Use the document list action drop-down to perform document-level actions.
Manage assignments of your selected documents.
Download your source and/or translated files
Document Filters – Use the filters to return a list of similar documents. You can configure your filters and clear your filters using the blue icons to the right.
Configure Document Table
Change Column Width
To change the column width, find the right edge of the column header
Click and drag to your desired width.
To reset an individual column’s width, click the column header and select Reset column width.
To reset all the width of all columns:
Select a column header.
Click Configure columns.
Select Reset column widths.
Sorting Columns
Select a column header.
Select Sort Ascending or Sort Descending based on your needs.
If the column cannot be sorted, those options will not be available.
Add/Remove columns
Select a column header.
Click Configure columns.
Select the columns that you want to display.
Select Update.
Select Restore Defaults if you want to reset to the default column selection.
Finding Documents
Document Access
Vendor Project Managers will only see documents if their organization is assigned to at least one phase on the document.
Project owners can see all documents in a project, regardless of their organization. It is important that you only make users project owners when necessary.
See Roles and Access for more information about roles in the Project application. For specific information about Project Access permissions see here.
Document List Filters
Filter documents by | Description |
Secondary metadata | Look up documents by matching metadata fields. |
Created By | The user who uploaded the document to the TMS. |
Created Date | Look up documents by the document's created date. The filter works according to the user's preferred time zone. Select preset time options or select custom dates and time. |
Document Due | Look up documents by the due date. The filter works according to the user's preferred time zone. Select preset time options or select custom dates and time. |
Last Uploaded | Find documents by the date they were uploaded. You can use our predefined date ranges or use the Specify Dates option to filter by custom dates and time. |
Priority | Filter by the priority of the document |
Status |
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Source | Find documents by source language and locale. |
Target | The Target filter has two options:
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Choosing Document List Filters
Select the gear icon next to the current filters.
A dialog will appear where you can choose from our available filters.
You can choose up to 10 filters at a time.
Select “Restore Defaults” if you want the revert to the default filters.
Selecting Update will save your choices.
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Manage Document Documentation