Add Phase

Use Add Phase to add a single workflow phase to the document(s) of your choice.

Choose to add an additional human Translate phase, Review phase, or a Custom phase.

Custom phases can be used to track any additional QA step needed for a particular document (e.g. desktop layout confirmation, legal review, or financial approval).

 Tip: There is no limit to the number of phases that can be added to a document.

 Tip: The new phase will be appended to the end of the document's existing workflow.

To Add a Phase to a document,

1. Click to open a project from your Projects menu.
2. Select the box(es) for the document(s) requiring a new phase.
3. From the Documents bar, scroll to the Actions: menu.
4. Type and select Add Phase.
5. Complete the dialog (instructions below) and click Add Phase to save your work.

 Tip: This will add a new phase for each target language listed on the current document.

 Note: Add Phase does not affect the overarching workflow of the project as a whole; it only affects the documents you select.

Complete the Dialog

Use the options in the dialog to customize the phase to fit your document.

Add a phase name and description, choose assignment settings, and optionally add phase rules.

1. In the open dialog, scroll select the desired options (descriptions below).
2. Enter a phase name, description, due date, reason for modification and add any Rules.
3. When you are ready, click Add Phase to save your work.

For more information about each option, see the list below.

Dialog Options