This topic is for memoQ 8.7. Have an older version? Click here.

Edit project template

You can edit project templates here. A project template helps you create memoQ projects very quickly and consistently.

A project template is a collection of settings, commands, and scripts that help to create a new project where documents and resources are processed automatically, and the project manager has very little to do.

You cannot edit default project templates. (There are two in memoQ translator pro, and three on a memoQ server.) Either you need to make a copy of a default template, or you need to create a new one.

You use templates to create projects: To use a project template, create a project. Open memoQ. On the Project ribbon, choose New project from template or New online project from template.

Same template for local and online projects: You can create local and online projects from the same template. A template has settings for both kinds.

Before you finish editing the template: Review all settings of the template. At the bottom of the Edit project template window, click Preview full list of template settings. The Template overview window appears.

How to get here

Open the Resource Console. Choose Project templates. Select the template you want to edit. Under the list, click Edit.

Or: Right-click the template you want to edit. From the menu, choose Edit.

For online projects: Create and edit a template on the server. Choose a server at the top of Resource console before you select a template.

What can you do?

Set up the project name and languages

 

Set up the predefined values for Client, Project, Domain, and Subject

For online projects, configure settings

Set up LiveDocs

Set up Translation memories

Set up Term bases

Set up Muses

Adjust various project Settings

For online projects or team projects, add People if necessary

Make tasks run automatically: Automated actions

Make memoQ run your own programs or scripts: Scripting

We even wrote a script for you: Process documents using the built-in Find and Replace tool

When you finish

Before you click OK: Review all settings of the template. At the bottom of the Edit project template window, click Preview full list of template settings. The Template overview window appears.

To save the project template: Click OK.

To return to the Resource console, and not change the project template: Click Cancel.