Create a translation request via the Order Management Solution

Overview

The Order Management Solution lets you receive translation requests from other workspaces in your organization.

Internal stakeholders within your company can request translations from you without having to worry about the underlying workflows and processes, especially if they are not directly involved in localization or translation project management.

How to create a translation request

Step 1: Create a project using a service template

1. On the Home page, select a shortcut to create a new order

   

2. Enter a project name and upload files for translation, then click Create a project

Step 2: Review the project

Once you create a project via a service template, it appears on the Projects page. You can contact your client via the Messages icon to discuss the project details.

Step 3: Get translations

Once the translation is completed by a manager, the project shows 100% status, and you can download the translations. Smartcat also emails you to let you know the project is ready for review.

Execute orders

Step 1: Receive a translation request

Once a translation request is created, Smartcat sends an email notification to the workspace admin. A manager can open it from the email notification or go to their Smartcat account → Home page → Orders.

Step 2: Review the order details

A manager can view the order details and files (click the file to open it in the CAT editor) before accepting the order. To discuss the order details with a requester, a manager can click the chat icon.

A manager can either accept or decline the new order:

• Accept order creates a new project where the manager can start working on the translation as usual

• Decline order opens a popup where the manager can explain the reason for declining

Step 3: Complete the translation

The accepted order appears among other projects on the Projects page. You can translate the documents as you would in regular projects. Once the project is finished, the Completed status is shown. The same status is reflected in the account of the user who requested the order, and they can download the translations.

The requester and the manager now share a completed order with downloadable translations.

Find out how to set up the Order Management Solution in your Smartcat account.