memoQ online project - Translations pane

In an online project, you manage the entire life of each document in the Translations pane of the memoQ online project dialog. To process a document in memoQ, do the following:

1.Import the document in the Translations pane.

2.Assign each document from the Translations pane to users on the memoQ server where the project resides. Watch the progress while the translation is going on.

Note: To learn about the various ways to assign documents to translators or reviewers, see the topic on Assigning Documents to Users or Groups.

3.When finished, export the translation with the original formatting from the Translations pane.

In the Translations pane, you find detailed information on the document status, the assignments, the progress, the document versions. You can switch between the structure view and a flat view. In the structure view, the documents are grouped by target language and folder (if subfolders were imported).

You can also search and filter the list in the Translations pane. You can filter for  documents that you need to see, e.g. those assigned to a specific user. Or, you can sort the list by deadline, document name or user role: choose this from the Sort by drop-down list.

The Translations pane can also show detailed information on each document. Select a document, then click the Details button. memoQ will show a summary for the document, including the assignment status, the import filter used, and many more.

Structure view (click the Structure button to see this):

Details view (select a document, then click the Details button):

Flat list view (click the Structure and Details buttons, so that neither of them is highlighted):

How to begin

Open an online project for management: On the Project ribbon tab, choose Manage projects. In the Manage projects dialog, select the project you want to manage, and click the Manage command link below the list. In the memoQ online project dialog, click the Translations icon on the left.

Alternatively, on the Dashboard, type or choose the address of the memoQ server in the server selector box (just below the Dashboard tab), then click the button with the tick mark (). The list of online project appears. Right-click the name of the project you wish to manage, and then choose Open.

The document list

In an online project, the document list shows the following information about each document:

•Name column: Click the Structure button () to display the tree view. You then see the target language on top, followed by the main folder, then the subfolder containing the import folder path of the document, and on third level the document itself. If you import a document with embedded objects and images, then the objects and images are listed below the document. The document gets an arrow before the document. Click the arrow to hide or show the embedded objects and images.

Note: When you divide a document into slices, then you have the master document (parent), and the slices. Slices are displayed the same way as embedded documents, i.e. one level below the parent document in the tree view. In the flat list view, first the parent document followed by the slices, and grouped together at sorting.

Click the Structure button again to switch from the tree view to the simple document name view (flat list view). The Structure icon turns into the following icon: . When you click this button again, the tree view is displayed again. The flat list view contains a row number for each document.

•Click the Grouping button () to group documents. When you are in the flat list view, and have more than one target language, then each document is shown only once when you use Grouping. Otherwise, the document is shown for each target language individually. The Grouping button is only available when you are in the All language mode. Select All languages from the Target language drop-down list in the Translations pane.

•Document status icon: indicates a document where the translation is in progress; indicates that the translation of the document is complete (all segments were confirmed by a translator); indicates that the translation of the document is confirmed by the Reviewer 1; shows that the review is complete (all segments were confirmed by a Reviewer 2/proofreader).

•Progress indicator icon: – the document is finished and delivered; – work has started on the document; – the translator did not start working on the document.

•V: If the documents in the project are under version control, this column shows the current version of each document.

•#: This column shows the number of segments in each document.

•Progress: This column shows three numbers: the first is the progress of the translation, the second is the progress of Reviewer 1, and the third is the progress of Reviewer 2. The progress is shown as a percent value.

Tip: By default, when displaying progress, memoQ compares the number of source words in confirmed or proofread segments to the total number of words in each document. You can change this: right-click in the document list, and point to Base progress on in the popup menu. A submenu appears where you can choose from Segments, Words, and Characters. If you choose Segments, memoQ will compare the number of confirmed or proofread segments to the total number of segments in each document. If you choose Characters, memoQ compares the number of source characters in confirmed or proofread segments to the total number of characters.

•Translator: The name of the translator for the document. This is the name of a user on the memoQ server.

•Deadline (T): The deadline of translation for the document (optional). If the deadline is approaching within 24 hours, an orange indication is displayed next to the deadline. If the deadline is overdue, the indication marker turns red.

The background color of this row also shows the workflow status of the document:

Grey: Work has not yet started on the document;

Blue: Work is in progress;

Green: Work has finished, the document was delivered;

Light red: Work is overdue.

Orange: Work is due within 24 hours.

•Reviewer 1: The name of the 1st reviewer of the document (optional). This is the name of a user on the memoQ server.

•Deadline (R1): The deadline of Review 1 for the document (optional). The background color of this field also shows the workflow status of the document (see above).

•Reviewer 2: The name of the 2nd reviewer of the document (optional). This is the name of a user on the memoQ server.

•Deadline (R2): The deadline of Review 2 for the document (optional). The background color of this field also shows the workflow status of the document (see above).

Next to each assigned user is an icon showing the assignment workflow:

•D indicates the document splitting (Slicing). The master document is highlighted in yellow. The document's parts appear under the D line as normal documents, but the name includes the segment range, like Document: 1-30. When you click the yellow highlighted master document, you can hide or expand the document parts listed in the Translations pane.

• indicates FirstAccept. In the Translator drop-down list, multiple is shown.

Click the ... button to see who is assigned to this memoQ user role.

• indicates GroupSourcing. Click the ... button to see who is assigned to this memoQ user role.

• indicates a single user or a user who accepted a document from FirstAccept.

•indicates that no user is yet assigned to the document.

Select a document, then click the Details button.  The icon for this button then looks the following: . You get detailed information for that document.

The Details pane contains:

•Document type: which kind of document is it (MS Office, XML, HTML, etc.).

•Import path: the path the document was imported from.

•Export path: the path the document is exported when you click the Export (stored path) link.

•Filter configuration: the filter that you used to import this document.

•Size: the file size (segments / words / characters).

Note: If you have embedded objects or images in a document, then you get information on the master document and how many embedded objects or images are contained in this document. Documents, embedded objects and images have the Windows file type icons, e.g. DOCX files have the Word icon, etc.

•Assignments and deadlines:

oIf you have more than one target language, then you see the assignment for this specific target language.

oThe document work phase is displayed: the workflow status of the document can be Not started, Translation (not started), Translation (in progress), Review 1 (not started), Review 1 (in progress), Review 2 (not started), Review 2 (in progress), and Completed. Click the Change workflow status link to change a document workflow phase.

oA table containing the memoQ user role, to whom it is assigned to, the deadline, and the progress.

Below the table, you have several icons:

ofor documents in online projects: Assign, Pre-translate

oadditionally for images: Prepare image localization pack

Click on the icon with the action that you want to perform.

Note: Documents and images have no preview in the Details pane.

Note: There cannot be more than 3 frequent action buttons in the Details pane.

Note: When you have selected a folder in the tree view, and then click the Details button to show the details for this folder, you can also click the Assign button in the Details pane to assign a whole folder to users.

Navigation

You can sort the Translations pane by: name, document status, workflow status, version, size (segments, words or characters), document language, progress (overall, for translation, for review 1, for review 2),  memoQ user role (translator, reviewer 1, reviewer 2), deadline (for translation, review 1, review 2), whether a document has embedded objects, fully assigned (all user roles are assigned for a document). From the Sort by drop-down list, choose your filter criterion. Use the arrow icon next to the Sort by drop-down list to sort the filtered view from A-Z or Z-A.

Search the Translations pane. Enter a word or an expression in the search field. Then click the Search icon (). You can also set up a filter to filter the Translation pane. Click the Edit icon () to invoke the Edit filter dialog to enter filter criteria for the Translations pane. Then click the Search icon () to search the Translation pane based on the filter criteria. The Search icon turns into a red cross. Click the red cross icon to reset the filter.

Note: When you have several target languages for your project, and you choose one from the Target language drop-down list, then the Translation pane only shows information for the selected target language.

Manual assignment of documents to users

To assign a document to a user for a workflow phase, choose the user from the drop-down list in the corresponding column. Example: To assign a document to a translator, choose the user from the drop-down list in the Translator column.

Note: If the preferred user is not in the drop-down list, you need to add that user to the project on the Project users tab of the People pane of the memoQ online project dialog.

To assign multiple documents to a single person in one or more workflow roles, select the documents, and click the Assign link below the document list. The Assign selected documents to users dialog appears. You can also use GroupSourcing and FirstAccept to assign documents to users.

See also:

Auto-assign documents

Document actions

Important: When you are managing an online project, you cannot open a document by double-clicking its name. To view and edit document contents, you need to check out a local copy of the project. To check out a local copy of the project you are managing, use the Check out icon in the memoQ online project window. See the main topic for the memoQ online project window to learn how.

Note: In online projects, you cannot create or use views. This is why there are no tabs in the Translations pane of the memoQ online project dialog, and only the documents are listed. If you need to split up large documents, please refer to Divide a document.

Important: In content-connected projects, different actions are available: these projects take the translation documents from a content source through a content connector service, and the documents are not manually added to the project. Instead, memoQ watches the content source, and automatically updates the project when there is a change in the source. For more information, see the Document actions in content-connected projects section.

To use the commands in the Translations pane of the memoQ online project dialog, click a link below the document list. Some commands work on the selected documents: with such commands, you need to select one or more documents first. Alternatively, you can right-click the selected document, and choose the command from the popup menu.

•Import: Imports one or more documents, and adds them to the project. When you click this link, the Open dialog appears where you can select one or more documents. You can select multiple documents of various types (i.e. you can mix the document types). With the Import command, memoQ will use the default document filter with its default configuration for each file extension. For example, it will import .DOCX files using the Microsoft Office Word 2007 document filter.

•Import with options...: Imports one or more documents, and adds them to the current project. This time, you can specify the import settings for each document. After you select the document or documents in the Open dialog, the Document import settings dialog appears, where you can adjust the import settings specific to the selected document type. You can even select a different document type.
If you select multiple documents of different types, the Multiple file import settings dialog appears where you can choose and configure a document filter for each selected file.

Note: For some document types, it is highly recommended to use the Import with options... command link instead of simply choosing Import. Such document types are Microsoft Excel, XML, plain text, and the bilingual Word documents.

Important: Use Import or Import with options... to add bilingual documents – DOC, TTX, meoQ XLIFF files – that come from other translation tools.

•Import folder structure...: Displays the Add folder structure dialog where you can choose a folder to import, and configure various settings of the import process. memoQ will import all supported files from the selected folder and its sub-folders. In this dialog, you can also configure the document filter for each file imported.

•Remove: Removes the selected document or documents from the project. The document is deleted from the project folder, but it is not deleted from its original location.

•Reimport document: Reimports the selected document(s). If versioning is enabled, it creates a new major version for the document. If versioning is disabled, it overwrites the previous version.

•History/reports: Opens the History/reports dialog which allows you to see the history of the document or the reports relating to it.

Note: When you one or more documents to an online project, memoQ does not upload it immediately to the server. To upload the documents to the memoQ server, you need to click the tick mark icon in the top left corner of the memoQ online project dialog. This way you do not have to wait for the upload after adding each document. Instead, you can upload all documents in one go after all necessary documents were added.

•Open in WebTrans: Select a document, then click this link to open the document in memoQWebTrans. Your document will open in your default browser in a browser view. You can view the imported document and edit it without checking out your online project. After you opened your document in WebTrans, the WebTrans link in the browser window is clickable and directs you to the Online tasks tab; you can continue working in WebTrans.

Note: When you double click a document in the Translations pane of the online PM window, you get a message that you cannot open a document in the online PM window, but you can open the document in memoQWebTrans instead. memoQWebTrans is included in your memoQ server package. If not, please contact your Sales contact person for further information.

•Export bilingual: Starts the Bilingual document export wizard to save the document contents in one of memoQ supported bilingual formats (two-column RTF, bilingual Word document, and XLIFF).

•Export (dialog): Exports the translation for the selected document or documents. For each document, memoQ will display the Save as dialog where you can choose a location and a name for the document to export. If the document has formatting tag errors, memoQ warns of them, and does not export the document.

•Export (stored path): Exports the translation of the selected documents to the location shown in the Export path column for each document. If a document has formatting tag errors, memoQ warns of them, and does not export the document.

•Confirm and update rows: Opens the Confirm and update rows dialog for the project or selected documents. You can select which segment status you want to confirm to the TM in order to update the TM.

•Asia Online: Submit the selected documents to the Asia Online machine translation portal for machine translation. Asia Online processes the documents, and sends them back; then the documents are automatically updated. When you click this link, the Asia Online jobs dialog appears.

Important: The Asia Online command is not available if your server is not licensed to use Asia Online. You need to acquire a specific license from Kilgray, and also an account with Asia Online, before you can send documents for machine translation.

•Create an image localization pack in selecting one or more images, then click the Prepare image localization pack link. This links is only visible if you imported images into your project. Otherwise, this link is not visible.

•When you as the project manager receive the zipped image localization pack, click the Import localized images command link to import the localized images. This links is only visible if you imported images into your project. Otherwise, this link is not visible.

•Wrap up: Use this link to set a project to finished.

•Statistics: Opens the Statistics dialog to calculate word and character counts, and analyse the documents against the translation memories in the project.

•LQA reports: Opens the LQA reports dialog.

•Pre-translate: Opens the Pre-translate dialog, and pre-translates the selected documents using the translation memories and LiveDocs corpora in the project. All translation memories and LiveDocs corpora must be stored on the memoQ server.

•X-translate: Opens the X-Translate dialog that allows you to fill the document with translations from a previous version.

•Change export path: Opens the Change export path dialog where you can change the export path and set up an export path rule for the selected documents.

Important: in case of some documents, the preview files become too large for memoQ to handle. If the import of a document is too slow, you can try turning preview off. To do this. right-click a document or the empty space in the Documents tab, and, from the popup menu, choose Enable preview for translations. This toggle is turned on by default; if you click it, it will turn off.

•Assign: Opens the Assign selected documents to users dialog where you can assign multiple documents to a single user in one or more workflow roles (Translator, Reviewer 1, Reviewer 2).

•Auto-assign: Opens the Auto-assign documents to translators dialog where you can apply rules for automatic assignments of documents.

•Change workflow status: Opens the Change workflow status dialog: here, you can set the workflow status of a document. The main purpose of this action is to push a document back in the workflow (for example, return the document to the Translator from Reviewer 2).

Document actions in content-connected projects

Navigation

To switch to another pane in in the memoQ online project dialog, click its icon. The name of the active pane is set in bold. To exit the memoQ online project dialog, click the Close ( ) button in the top right corner.

Note: When you check out the online project, the ribbon tabs are available.