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    • Use custom project properties

    Learn how to set up custom fields in Smartcat for various purposes such as generating reports and managing orders, available for Unite and Enterprise subscription plans.

    Custom fields is a feature exclusively available on the Unite and Enterprise Smartcat subscription plans. You can use custom project properties – or custom fields – for a variety of super-useful purposes in Smartcat.

    Popular use cases:
    1. As a "product mapping" tool for generating reports
    2. For the New Branded Custom Portal – our order management solution
    3. To display additional information on projects, linguist profiles and linguist clients.

    Getting up and running with custom fields

    Follow these steps to get up and running with custom fields for your Smartcat projects.

    Step 1: Create custom fields

    Creating custom fields is available for workspace admins.

    • Log in to your Smartcat account > select a workspace

    • On the Home page, click on Workspace settings in the navigation menu

    Choose custom fields in the top left menu.

    You can create custom fields for projects, freelancers’ profiles, vendor profiles, and clients.

    Step 2: Configure your custom fields

    Let's quickly go through the process of configuration, which is made up of four short sections.

    i. Projects

    Click Add field for project

    Fill in the following information

    Label: custom field name

    ID: It can be the same as your customer field name

    Type:

    There are 2 types of custom fields: a text field (user can enter text in it) and a drop-down menu with different values to choose from

    Custom fields will appear in projects > Settings > Additional Information

    ii. Freelancers

    Click Add field for freelancer.

    Following the same steps, you can create custom fields that will be displayed in freelancer profiles

    Open a linguist’s profile from your Team members list > Additional Information:

    iii. Vendors

    Click Add field for vendor.

    Following the same steps, you can create custom fields that will be displayed in vendor profiles

    Open a vendor's profile from your Team page > My vendors > Additional Information

    iv. Clients

    Click Add field for client.

    Following the same steps, you can create custom fields that will be displayed in client profiles

    Open a client’s profile from your Home page > Clients > Additional Information

    With the information in this article, you should now be able to create a wide range of custom properties for your Smartcat translation and localization projects!