Setup Phase

By default, the workflow configuration tab opens to the Setup page.

Configure your default settings for the Projects and Documents that will use the workflow.

  • From the Project tab, select the default language resources that will be used and which managers will be assigned when the workflow template is used on a project.

  • From the Document tab, select the default source and target languages that will be used on the Add Documents page. These source and target languages are also used to configure assignments and due date configurations

  • Set up configurations for automated due dates on the Due Dates tab. 

  • Optionally, from the Pseudo-Localization tab, choose default settings for segmentation and formatting.