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 | |
Creating an project | Project Wizard | |
Splitting up translations (partitioning) | 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 | |
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 | |
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 | |
Importing translation memories | crossTank Import Wizard | |
Maintaining crossTank entries | crossTank Maintenance Wizard | |
Importing Terminology | crossTerm Import Wizard | |
Exporting Terminology | crossTerm Export Wizard | |
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 |
