Difference between revisions of "Project details, Files tab"
(→Project input) |
|||
(139 intermediate revisions by 4 users not shown) | |||
Line 1: | Line 1: | ||
− | |||
− | |||
+ | On the '''Files''' tab of the '''Project''' page you can: | ||
− | + | - Upload files and links to the files received from your customer. | |
− | - | + | - See files and links assigned to and delivered by vendors. |
− | + | - Upload and store files and links delivered to customers. | |
− | |||
− | - Upload and store | ||
- Go to other tabs of the project: '''<u>[[Project details, Details tab|Details]]</u>, <u>[[Project details, Jobs tab|Jobs]]</u>, <u>[[Project details, Finances tab|Finances]]</u>''' and '''<u>[[Project details, CAT logs tab|CAT logs]]</u>'''. | - Go to other tabs of the project: '''<u>[[Project details, Details tab|Details]]</u>, <u>[[Project details, Jobs tab|Jobs]]</u>, <u>[[Project details, Finances tab|Finances]]</u>''' and '''<u>[[Project details, CAT logs tab|CAT logs]]</u>'''. | ||
Line 15: | Line 12: | ||
== '''Project input''' == | == '''Project input''' == | ||
− | This part of the page is intended for uploading input files of the project, i.e. the files you received from your customer. | + | This part of the page is intended for uploading input files of the project, i.e. the files you received from your customer. |
− | To upload files into the system, | + | To upload files into the system, click the '''"Upload"''' button. |
− | + | Or you may add links to external files (file URLs) instead of uploading files to the system by clicking the '''"Add URLs"''' button. | |
− | + | [[File:Input.png|border|1000px]] | |
− | + | <span style="color:red">'''Note:'''</span> You can add several links (file URLs) at once if necessary. To do so, please put each file URL on a separate line: | |
− | [[File: | + | [[File:Urls.png|border|1000px]] |
− | Once you finish uploading, all files and links will be displayed in the list. | + | Once you finish uploading, all files and links to files will be displayed in the list of project input files. |
− | You may download any file or open a link by clicking on their names. Also, you can download all files | + | You may download any file or open a link by clicking on their names. |
+ | |||
+ | Also, you can download all the files at once by clicking '''"Download as ZIP"''' button. | ||
+ | |||
+ | Each file and link can be deleted by clicking the '''"Delete"''' button. | ||
+ | |||
+ | You can also delete a bunch of files and links at once. To do so, tick the ones you don't need anymore and click '''"Delete selected"''': | ||
+ | |||
+ | [[File:Delete.png|border|1000px]] | ||
+ | |||
+ | However, it can be done only if the file and link to the file are not currently used, i.e. have not been included in any job assigned to the vendor. | ||
− | + | You can see the assignments below, in the <U>[[Project details, Files tab#Jobs input|'''Jobs Input''']]</U> section. | |
− | + | <span style="color:red">'''Note:'''</span> You cannot delete project input files or links to files which are assigned to a vendor as the part of a job. The '''"Delete"''' button and check-box are not displayed in that case. | |
− | + | So, if you have already assigned a file to your vendor but need to delete it, please go to the '''Job input files''' section of the related job by clicking on the job code: | |
− | + | [[File:Nodelete.png|border|1000px]] | |
− | [[ | + | Then unlink the file using the '''<U>"[[Manage job input files|Manage input files]]"</U>''' option. |
− | + | After this, you'll be able to remove the file from the project if you have not assigned it to some other vendors too. | |
− | + | =='''File categories'''== | |
− | + | To specify the file category, click "Update", select the category from the drop-down list, and click "Update": | |
− | [[File: | + | [[File:Update file.png|border|1000px]] |
− | + | [[File:Category.png|border|1000px]] | |
− | + | The categories are displayed in Project input section of a project and a Job input section of a specific job (in vendor view as well) | |
== '''Jobs input''' == | == '''Jobs input''' == | ||
− | This | + | This section displays the files which are included in the jobs assigned to vendors (i.e. translators, proofreaders etc.). |
− | [[File: | + | You can download all the files at once by clicking the '''"Download as ZIP"''' button: |
+ | |||
+ | [[File:Jobs inpud download as zip.png|border|1000px]] | ||
− | You may download any file by clicking | + | You may download any file or open a link by clicking on their names. |
− | + | If you click a job code, you'll go to the job details page where you can <U>[[Manage job input files|'''manage job input files''']]</U>. | |
− | + | You may also go to the vendor profiles right from this section by clicking on their names. | |
== '''Jobs output''' == | == '''Jobs output''' == | ||
− | + | Here you can see the files which were delivered by the vendors when they completed their jobs. | |
− | + | You may select the files which you're going to deliver to your client and add them to the project output section: | |
− | |||
− | |||
− | + | [[File:Add selected to Project output.png|border|1000px]] | |
− | + | You may download any file or open a link by clicking on their names or download all files at a time by clicking the '''"Download as ZIP"''' button. | |
− | + | To open the job details page or vendor profile, click the job code or vendor name respectively. | |
== '''Project output''' == | == '''Project output''' == | ||
− | This | + | This section is intended for storing the files and links to files that you're going to deliver to your customer. |
− | |||
− | |||
− | + | Here you can see all the files you've added from the '''Jobs output''' section <U>'''[[Project details, Files tab#Jobs output|as described above]]</U>'''. | |
− | + | If you want to add some additional files or links to files, please click the '''"Upload"''' or '''"Add URLs"''' correspondingly and they to files will be displayed in the respective table: | |
+ | [[File:Project out add additional files.png|border|1000px]] | ||
− | + | You can remove files and links to files from this section by selecting them and clicking the '''"Unlink selected"''' button, and delete additional files by clicking the '''"Delete"''' button: | |
− | + | [[File:Project out files unlink delete.png|border|1000px]] | |
− | |||
− | + | Here you may also download any file or open a link by clicking on their names and download all the files at once by clicking the '''"Download as ZIP"''' button. | |
− | |||
− | |||
− | |||
− | |||
== '''Project tabs''' == | == '''Project tabs''' == | ||
Line 105: | Line 106: | ||
Apart from the '''Files''', the project has the following tabs: | Apart from the '''Files''', the project has the following tabs: | ||
− | [[File: | + | [[File:Flk.png|border|500px]] |
*The '''<u>[[Project details, Details tab|Details tab]]</u>''' contains the project details you entered during the project creation and update, click to see the details. | *The '''<u>[[Project details, Details tab|Details tab]]</u>''' contains the project details you entered during the project creation and update, click to see the details. | ||
Line 114: | Line 115: | ||
*The '''<u>[[Project details, CAT logs tab|CAT logs]]</u>''' calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools. | *The '''<u>[[Project details, CAT logs tab|CAT logs]]</u>''' calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools. | ||
+ | |||
+ | [[File:Redirect.jpg|40px|link=Project details, Files tab]] Back to the '''table of contents'''. |
Latest revision as of 11:10, 6 September 2022
On the Files tab of the Project page you can:
- Upload files and links to the files received from your customer.
- See files and links assigned to and delivered by vendors.
- Upload and store files and links delivered to customers.
- Go to other tabs of the project: Details, Jobs, Finances and CAT logs.
Contents
Project input
This part of the page is intended for uploading input files of the project, i.e. the files you received from your customer.
To upload files into the system, click the "Upload" button.
Or you may add links to external files (file URLs) instead of uploading files to the system by clicking the "Add URLs" button.
Note: You can add several links (file URLs) at once if necessary. To do so, please put each file URL on a separate line:
Once you finish uploading, all files and links to files will be displayed in the list of project input files.
You may download any file or open a link by clicking on their names.
Also, you can download all the files at once by clicking "Download as ZIP" button.
Each file and link can be deleted by clicking the "Delete" button.
You can also delete a bunch of files and links at once. To do so, tick the ones you don't need anymore and click "Delete selected":
However, it can be done only if the file and link to the file are not currently used, i.e. have not been included in any job assigned to the vendor.
You can see the assignments below, in the Jobs Input section.
Note: You cannot delete project input files or links to files which are assigned to a vendor as the part of a job. The "Delete" button and check-box are not displayed in that case.
So, if you have already assigned a file to your vendor but need to delete it, please go to the Job input files section of the related job by clicking on the job code:
Then unlink the file using the "Manage input files" option.
After this, you'll be able to remove the file from the project if you have not assigned it to some other vendors too.
File categories
To specify the file category, click "Update", select the category from the drop-down list, and click "Update":
The categories are displayed in Project input section of a project and a Job input section of a specific job (in vendor view as well)
Jobs input
This section displays the files which are included in the jobs assigned to vendors (i.e. translators, proofreaders etc.).
You can download all the files at once by clicking the "Download as ZIP" button:
You may download any file or open a link by clicking on their names.
If you click a job code, you'll go to the job details page where you can manage job input files.
You may also go to the vendor profiles right from this section by clicking on their names.
Jobs output
Here you can see the files which were delivered by the vendors when they completed their jobs.
You may select the files which you're going to deliver to your client and add them to the project output section:
You may download any file or open a link by clicking on their names or download all files at a time by clicking the "Download as ZIP" button.
To open the job details page or vendor profile, click the job code or vendor name respectively.
Project output
This section is intended for storing the files and links to files that you're going to deliver to your customer.
Here you can see all the files you've added from the Jobs output section as described above.
If you want to add some additional files or links to files, please click the "Upload" or "Add URLs" correspondingly and they to files will be displayed in the respective table:
You can remove files and links to files from this section by selecting them and clicking the "Unlink selected" button, and delete additional files by clicking the "Delete" button:
Here you may also download any file or open a link by clicking on their names and download all the files at once by clicking the "Download as ZIP" button.
Project tabs
Apart from the Files, the project has the following tabs:
- The Details tab contains the project details you entered during the project creation and update, click to see the details.
- The Jobs tab is used to assign the jobs to the vendors (e.g. translators, proofreaders etc.), click to see the details.
- The Finances tab is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
- The CAT logs calculates discounts for each type of match if you have fuzzy matches logs generated by CAT tools.