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      • Quality Management v6.3
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          • Wildcard
      • Structure Attributes
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      • Excel 2000-2003
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      • QuickSilver
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        • Conditionally Mapping an XML Element to a Structure Attribute
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      • Visual XML
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        • Application Examples
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    • System attributes
      • crossTank Entries
  • Project Management
    • Projects
      • Project View
      • Project settings
      • Functions of the Module
      • Project Search
        • Search and Replace
      • Project creation
        • Execution
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      • Document and Project Updates
        • Execution
      • Project status
      • Exporting projects
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      • Change workflow
      • Changing Workflows (Several Documents)
    • Documents
      • Adding a document
      • Adding a target language
      • Aligning Existing Translations
        • Execution
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        • Intermediate States
      • Document Formats and Programs
        • Supported Windows Document Formats
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        • Details of Software Localization
      • Partitioning Documents
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      • Pre-translations
      • Machine Translation
        • Machine Pre-translation
        • Configuration of the Systems
      • Document Settings Templates
        • Creation
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        • Assigning DST
      • Checking out Documents
    • Reports
      • Reports
      • Price Calculation
        • Example 1
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      • Word Count in Across
      • Report Types
      • Creation
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      • Update Report
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    • Quality management
      • Quality Management View
      • QM Criteria
        • QM Criteria (QM v7.0)
        • QM Templates (v7.0)
        • General (QM v6.3)
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        • Display Text (QM v6.3)
      • Manage QM Criteria
      • Integrating QM criteria
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      • Connecting External QM Tools
    • Formats
      • View
      • Creating Templates
      • Editing Templates
    • The Project Archive
      • Restoring
    • crossGrid
      • View
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        • Assembling Data
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          • Provide Entries
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          • Delegation
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    • Project Management Cockpit
      • Context Menus
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    • The Filter Editor
    • crossAnalytics
    • Linguistic Supply Chain Management (LSCM)
      • Basic Information
      • Opening LSCM
      • User Interface
      • Generating Price Lists
      • Mapping Price Lists
      • Creating a Report
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    • crossWAN Project Management
      • Data Preparation and Export
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    • Partitioning
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      • Assignment
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      • Term Extraction
        • Icons and Keyboard Shortcuts
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        • Icons and Keyboard Shortcuts
    • External Editing of Documents
      • Execution
    • The EN 15038 Standard Workflow
    • The ISO 17100 Standard Workflow
    • crossConnect for External Editing
      • Activation
    • Finishing pre-translated tasks automatically
  • Task Processing
    • Working in crossDesk
      • Using crossWeb
      • Text Display
      • Editable Fields vs. Placeables
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      • Translating Documents
    • Paragraph States
      • Change
    • Empty Paragraphs
    • Modes
      • Correction Mode
    • Customizing crossDesk
    • Tasks in Across
      • Confirming/Rejecting Tasks
      • Customizing the Module
    • Comments
    • Bookmarks
    • Paragraph Numbering
    • Sorting Paragraphs
    • Context View/Source View
      • Date, Time, and Number Formats
      • Number Control
      • Joining Paragraphs
    • crossTerm Window in crossDesk
    • crossView
      • Modes
      • Change History
        • Restoring Old Paragraph Versions
    • Fuzzy search
    • Concordance search
    • crossSearch
    • Spell-check and User Dictionary
    • Pre-translations
    • Store Translations Wizard
    • The Target Editor
      • Automatically Inserting crossTank Entries
      • Automatically Inserting Repetitions
      • Adding Translations to crossTank
      • Creating a Term During Translation
      • Auto-completion
      • Fields
      • Objects and Images
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      • Sentence Detection and Segments
        • Editing Segments
    • Preview
    • QM Check in crossDesk
      • Usage (QM v7.0)
      • Mandatory Criteria
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    • Search and Replace
    • Correction
      • Correcting Translations
    • Reviews
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    • Quick Translate
      • Translating with Quick Translate
      • Finishing Quick Translate Tasks
    • Local Data in the Offline Client
  • crossWAN
    • About crossWAN
      • crossWAN Online
      • crossWAN Load
      • crossWAN classic
      • crossWeb for Offline Users
    • Retrieving Tasks
    • Delivering Tasks
  • TM Management
    • The crossTank Manager
      • Rich Translation Memory
        • Exchange Formats
      • Context matches
      • Structure Matches
      • Context-Independent Translations
      • Usage History
      • Auto-Changes and Auto-Adjustments
    • Adding Translations
    • Editing Translations
    • Changing the Status of Translations
    • Merging Translations
    • Deleting Translations
    • Protecting Translations
      • Translation Units
      • Paragraphs in Connection with Pre-Translations
      • Protected Paragraphs in Across Reports
      • Rights Control
    • Searching for Translations
      • Search and Replace
    • Generating a crossTank Summary
    • crossTank Import
      • Mapping Import Data
      • Import Templates
      • Import Statistics
      • TMX Import and Server Context
      • Importing translation memories
        • TM Import Functions
    • crossTank Export
      • Exporting translation memories
    • crossTank Maintenance
      • Changing Attributes
      • Deleting Entries
      • Removing Redundant Translations
      • Changing the Attributes of Multiple Entries
      • Removal of Duplicates
  • Terminology Management
    • Concept-Oriented Terminology System
    • Definitions
      • What is an entry?
    • The crossTerm Manager
    • crossTerm settings
      • crossTerm Instances
        • Management
      • Entries
        • Indexes
        • Text fields
          • Standard text fields
        • Picklists
          • Standard picklists
        • System attributes
        • Attachments
        • Groups
          • Creation
      • Terms
      • Template Management
        • Entry templates
        • Term templates
      • Tooltip Administration
        • Data Categories
        • crossTerm Instances
        • Administrative Index Information
        • Definitions
    • crossTerm Manager User Interface
      • Modes & Layouts
        • User-Defined Layouts
      • Search Area and Hit List Display
      • Concept-Oriented Information
      • Source-Language Terms
      • Target-Language Terms
      • Additional Information
    • Searching for Entries/Terms
      • Search Types
        • Term search
        • Fuzzy search
        • Entry search
        • Keyword search in definitions
        • Concordance search
        • Index search
      • Display of Search Suggestions
      • Quick Filters
      • Filters and Filter Sets
        • Creating User-Defined Filters
        • Creating Filter Sets
        • Public and Non-Public Filters and Filter Sets
        • Search Criteria
        • Logical Operators and Groupings
      • Stemming
        • Language Administration
    • Entry and term elements
      • Add entry and term
        • Superscript & Subscript
      • Homographs
      • Quick Add Terms
      • Indexes
        • Index usage
        • Standalone Entries
          • Creation
        • Index Duplicates
        • Index set up
        • Creating bibliographic entries
        • Creating cross-references to bibliographic entries
      • Cross-References
        • Index Cross-References
        • Entry IDs
        • Check
      • Hyperlinks
    • Editing Entries/Terms
    • Delete Entries/Term(s)
    • Merging Entries
    • Duplicating Entries
    • Manual correction
    • crossTerm Reports
      • Terminology Reports
      • Entry Reports
      • Summaries
        • Generating Entry Summaries
        • Generating Term Summaries
    • crossTerm Import
      • Mapping
      • GUID mapping
      • Templates
      • Log file
        • Creation
      • Exclusion Files
      • Existing Terminology
      • Importing Terminology
        • The TBX format
          • Import
        • The CSV Format
          • Import
          • Preparations
          • Mapping
        • Star Martif import
        • The MultiTerm format
          • Import
    • crossTerm Export
      • Templates
      • Exporting Terminology
    • crossTerm Data Maintenance
      • Execution
    • crossTerm Web
      • Homographs
      • Sending Comments
      • Logging of Unsuccessful Searches
      • Opening crossTerm Web
        • Anonymous access
        • Login via Windows Authentication
      • Working with crossTerm Web
        • Creating an entry
        • Edit entry
        • Delete entry
        • Search
          • Concordance search
          • Search for entry
          • Search for terms
          • Keyword search in definitions
          • Auto-completion
        • Settings
      • crossTerm Web Rights
        • Editing
        • Interaction of Rights
      • crossTerm Web Suggestion Module
        • Controlling the Access
        • Suggesting terms
        • Further processing of term suggestions
      • crossTerm Web Skins
    • crossMining
    • crossSearch
  • Browser-based Work
    • Working Browser-based with crossWeb
      • Browser Settings
      • Login
      • Customization
      • User Settings
        • General
        • crossDesk Web
      • My Tasks
      • Terminology
      • crossView
    • Project Management
      • Projects
      • Tasks
      • Creating Projects
      • Document Check-out
    • Translation
      • crossDesk Web
        • Customization
    • Review
      • Review Mode
      • Standard Mode
      • Reviewing Translations
    • External Document Editing
  • Editing of Special Formats
    • HTML Documents
      • Tagged HTML
    • XML Documents
      • Visual XML vs. Tagged XML
      • Tagged XML v2
      • Consideration of DTDs and XSDs
      • Encoding
      • XHTML Documents
    • SGML Documents
    • FrameMaker Documents
      • MIF Documents
      • Translating MIF Documents
        • MIF Elements
        • Creating Previews
      • Font Mapping
        • Font mapping
    • Word Documents
      • Editable Fields vs. Placeables
      • Linked Objects
      • Bookmarks
      • Change tracking (DOCX)
        • Usage
      • Hidden Text (DOCX)
      • Document Properties (DOCX)
    • TXT Documents
      • Encoding
    • Excel Documents
      • Processing
      • Formulas, Numbers, and Dates
    • PowerPoint documents
    • InDesign and InCopy Documents
      • Conversion
      • Translations of special formats
      • Kerning and Tracking
      • Tagged XML or Visual XML
      • Set Visual XML
      • Previews
    • QuickSilver documents
      • Translation
      • Icons
      • Centrally Defined Components
      • Sanity Check of Prefix Components
    • PO Documents
      • Processing
      • Extraction of Translation Units
    • MC Documents
    • XLIFF Documents
      • Bilingual XLIFF Files
      • Cloneable Elements
      • Paired Elements
      • QM Check (QM v6.3)
    • crossTransform
      • Extension
      • Setup
      • Adding Formats
    • Software Localization
      • Quality Management (QM v6.3)
      • Customizing Shortcut Keys
      • Localizing Dialog Boxes
        • Customizing Dialog Elements and Buttons
      • Localizing Menus
      • Localizing String Tables
        • Displaying String IDs
    • Localization of mobile apps
    • Localizing Display Texts
      • The Across-Specific DTXML Format
      • Localizing Display Texts in crossDesk Web
  • Menus, Icons, and Keyboard Shortcuts
    • Reference: Icons
      • Across Client
      • crossDesk
        • crossView
          • Software Localization
          • MIF Documents
          • QuickSilver Documents
        • Context View/Source View
        • Target Editor
        • Search Center
        • crossTerm
        • Status Bar
      • crossTank Manager
      • crossTerm Manager
      • crossWeb
        • Paragraph States
        • crossView
        • Context View/Source View
        • Target Editor
        • Search Center
        • crossTerm
      • Alignment
      • Term Extraction & Translation
    • Reference: Keyboard Shortcuts
      • General
      • crossDesk
      • crossTank
      • crossTerm
      • crossDesk Web
      • Finishing Tasks
      • Source Languages as Reference
    • Reference: Menus
      • File
      • View
      • Tools
      • Help
      • crossTank Manager
      • crossTerm Manager
    • Reference: Context Menus
      • Projects and Tasks
      • Users
      • crossDesk
      • crossTerm Manager
      • crossWeb

Wizards

Wizards are assistants that help users carry out a task by guiding them through the corresponding activities of a program step by step. This means that even users with limited experience, at least when it comes to the standard tasks of the program, can use Across effectively in a short amount of time. If you would like to work productively without investing much time up front, you should use the Wizards to guide you through the task you would like to perform.

One of these wizards is for example the Project Wizard which guides you through the project setup quickly and easily.

In order to give you an overview of your options, all Wizards are listed in what follows.

Requirement/Task
Wizard
Access
Creating user groups
Defining rights for a group
Creating a user crowd
Group Wizard
Administration > Groups > New
Create sets of default settings that are assigned to user groups
Editing preset settings
User Settings Template Wizard
Administration > User Settings Templates > New
Creating users
Defining group memberships
Assigning profiles
Maintaining contact data
Managing login details
Setting user types
Determine language skills and rating of users
Defining subjects for users
Retrieving user key (save, send)
User Wizard
Administration > User > New
icn_wiz_user-wizard
Ctrl+Alt+U
Creating an project
Project Wizard
Projects > Projects > New
icn_project-wizard
Ctrl+Alt+P
Splitting up translations (partitioning)
Partition Wizard
Projects > Projects > Partitioning
Projects > Tasks > right-click > Partitioning
icn_partition-wizard
Updating translation/source document
Update Wizard
Projects > Projects > Update
Context menu of a task: Update
Importing and assigning translated text pairs
Alignment Wizard
File > Alignment
Generating reports
Report Wizard
Projects > Projects > Reports
Projects > Tasks > Reports
icn_report-wizard
Changing the assigned workflow of several documents subsequently
Multi Document Workflow Change Wizard
Context menu of a project: Workflow
Transmitting finished translations to crossTank
Store Translations Wizard
Automatically on finishing of a task
Context menu of a project, document or target language: Store Finished Translations to crossTank
Returning translation to the original format (check out)
Check-Out Wizard
Projects > Projects > Check Out
icn_check-out-wizard
Ctrl+Alt+O
Saving projects as project file
Archiving projects as project file
Exchanging projects as project file
Project Export Wizard
File > Export Project
Importing project files
Project Import Wizard
File > Import Project
Create/change format templates for target documents
Style Wizard
Projects > Styles > Styles
Importing crossWAN Tasks
Exporting crossWAN Tasks
Import/Export crossWAN Tasks Wizard
Tools > Import/Export crossWAN Tasks Wizard
Importing crossTank packages
Importing crossTerm packages
(for MS Across v6.3 - TS Across v7.0 supply chain scenarios)
Import crossTank/crossTerm Packages Wizard
Tools > Import crossTank/Term Packages Wizard
Delegating projects
crossGrid Delegation Wizard
Projects > crossGrid > Create
Defining which data will be transferred to the Trusted Server
crossGrid Package Wizard
Projects > crossGrid > Build
Download or import tasks assigned to your ALS in the form of GWU files
crossGrid Retrieve Wizard
Projects > crossGrid > Retrieve
Transferring completed tasks to the delegating Across server or in the form of GRU files.
crossGrid Deliver Wizard
Projects > crossGrid > Deliver
Creating a workflow
Workflow Wizard
Administration > Workflows > New
Adding tasks to an own workflow
Workflow Extension Wizard
Select your own workflow under Administration > Workflows, click Expand in the Task List tab
Creating quality management lists
Defining the time at which the QM list is checked in the workflow
QM Criteria List Wizard
Tools > System Settings > General > Quality Management > Manage QM criteria > New
Exporting a translation memory (in whole or in part)
crossTank Export Wizard
In the crossTank Manager:
Export translations
icn_wiz_cTank-export-wizard
Ctrl+E
Importing translation memories
crossTank Import Wizard
In the crossTank Manager:
Import translations
icn_wiz_cTank-import-wizard
Ctrl+l
Maintaining crossTank entries
crossTank Maintenance Wizard
In the crossTank Manager:
Maintenance
icn_wiz_cTank-maintenance-wizard
Importing Terminology
crossTerm Import Wizard
In the crossTerm Manager:
Import terms
icn_wiz_cTerm-import-wizard
Ctrl+l
Exporting Terminology
crossTerm Export Wizard
In the crossTerm Manager:
Exmport terms
icn_wiz_cTerm-export-wizard
Ctrl+E
Create user-defined filters for the term search
crossTerm Filter Wizard
In the crossTerm Manager:
Managing User-Defined Filters/Filter Sets > Add
Tools > Managing User-Defined Filters/Filter Sets > Add
Creating a filter set (combine several filters in a certain order)
crossTerm Filter Set Wizard
In the crossTerm Manager:
Managing User-Defined Filters/Filter Sets > Filter Sets > Add
Tools > Managing User-Defined Filters/Filter Sets > Filter Sets > Add
Changing data categories of several terms/entries
crossTerm Mass Operations Wizard
In the crossTerm Manager:
Select several entries/terms, in the context menu select Change data categories

Specific wizards for offline users

Requirement/Task
Wizard
Access
Retrieving/downloading tasks
Importing CRU files
Retrieve Task Wizard
File > Retrieve Tasks
Uploading target documents
Referring CRU files back
Deliver Task Wizard
File > Deliver Tasks
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