Uploading Documents

Owned by Copy Space for Confluence (Unlicensed)
Last updated: Feb 26, 2024 by Kenny Teves
5 min read

Overview

On the Add Documents page, you can upload or add documents to an existing project by drag-and-dropping a file or by pasting plain text to the system.

Add documents to a project 

The following sections are instructions on how to add documents, configure import details, and other related setup options for a translation job.

Upload a document

To add documents to a translation project, follow these steps:

  1. In the Project app, open an existing project.

  2. When the project details page opens click the Add Documents option.

  3. On the Add Documents page, you can either:

    • Drag a file from your local folder, and then drop it on the page.

    • Click the Select Files option, and then select the applicable file you want to upload.
      You can also drag and drop files from your device anywhere on the Document List page and the Add Documents page will automatically open. 

Notes:

  • You can see all the documents you have added in the Added Documents section. Click a document to view and adjust its import settings.

  • To add more documents on the Add Documents page, drag and drop more files on the page or click Select Files. 

Configure document details

To adjust import details and file metadata, and to upload reference materials, follow these steps:

Adjust document and import details

  1. Click the pencil symbol beside the file name to edit the file name.

  2. In the Import Options section, enter the following:

    • Import As - Enterprise will autodetect the file type that you have added based on the file extension. However, if necessary, you can change how the file is imported.

    • Importer Version - There is a default Importer Version assigned to each file type supported by Enterprise TMS. The default will be auto-selected. 

      • Choosing a different importer version is not recommended unless you have custom FPRM and SRX files that will work with that version. For more assistance, contact support@lingotek.com. 

    • Advanced Settings - Select Configure to add custom FPRM, Secondary FPRM, and SRX files that should be used when importing documents to Enterprise TMS. If you leave the advanced settings blank the import process will use Enterprise’s default settings. 

    • Tag Simplification - For Importer Version m38 and above, how tags are handled will be determined by the chosen FPRM and SRX filters. If m0 is the importer version, you can choose whether or not to simplify tags by checking the box next to Preserve white-listed format tags surrounding segments.

      • ✔ We recommend that all custom configurations be set up using Import Templates in the Project Settings page. This allows content managers to simply add the documents without adjusting any of the settings. 

Add document metadata

To add document metadata, follow these steps:

  1. In the Primary Meta section, enter all necessary details such as due date, note, and priority level.

  2. In the Secondary Meta section, enter the metadata in the applicable boxes.

  3. Click the Apply to all documents option to apply the changes you are making to the other documents being uploaded.

  4. Click the Require Review checkbox to require the review of the metadata information.
    Read this page to know more about adding metadata information to a document.

Adjust document details

To adjust document details, follow these steps:

  1. From the Source list, select the applicable source locale or language of the document.
    The language you selected in the Project Workflow tab as default for the project will appear as a preferred language in the Source list.

  2. From the Save-To Vault list, select the vault where the translation memory units will be saved during the translation process.

  3. In the Target box, enter the target locales or languages.

  • After you set up all the necessary details, click the Upload option in the lower pane. Once the files upload, click Done to continue working. Click the Processes option on the top right next to the Search bar and monitor the ongoing document import process.

  • When the document import process completes, the documents will appear in the Document List.  

  • In the Added Documents section, you can view whether the upload of the file is successful or not. The Failed symbol appears beside the file that failed to upload.

InDesign Packages

The Add Documents page will detect when you upload a zip file and it will give you two import options.

  1. If you are uploading a normal zip file, you can choose to Extract Automatically which will extract each file in the zip and create a document for each file. 

  2. Choose to Extract as InDesign Package (.zip) if you are uploading an InDesign package. This option will upload the INDD file, fonts, and images to the Adobe Cloud to be converted into a PDF for In-Context translation. This option is available to all enterprise clients.

  3. Please ensure that the uploaded InDesign packaged follows these guidelines:

    1. The INDD file should be in the package root folder. 

    2. The Links and Document fonts folders should be in the package root folder with the INDD file. 

    3. The package root folder should only contain one INDD file. 

    4. The file cannot be larger than 8 GB.

Your feedback matters. Let us know how we can improve.