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Job templates
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  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • +List views and data entry forms: usage and customization
    • Dashboards
    • +Reference data
    • -Documents
      • +Quotes
      • -Translation jobs
        • +Translation job list
        • Job editing form
        • +Job tasks and receivables
        • Creating jobs from CAT tools and analysis files
        • Invoice creation on the base of selected jobs
        • Job templates
        • Printing an order confirmation for a job
        • Quick job creation function
        • Time tracking
      • +Translation projects
      • +Invoices and payments
      • +Translation assignments and outsourcing
      • +Incoming invoices
      • Payments outgoing
      • Credit notes
      • Expenses
      • Income
      • Quotes from vendors
    • +Security system
    • +Service functions
    • +Data export and import
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
    • +Portal for customers
    • +Portal for Vendors
    • +Integrations in Business Manager
    • +CV
  • +Trados Business Manager Connector plugin
  • +Trados Business Manager plugin
  • +FAQ
  • TBM 5 documentation
  • Download links for older versions

Job templates

Creating a new translation job template

  1. Open any job and find Save as a template button on the toolbar:


  2. Select it and enter name of a new template. The system will create and save a new template. Please note that this button is unavailable if opened job has unsaved changes.

Using translation job templates

  1. Find Quick job creation button on the toolbar of the job list.
  2. Expand Job templates node to view all saved templates.
  3. Select desired template to create a new job from it:

Managing/deleting translation job templates

  1. Click Quick job creation > Create from template and then select Manage templates option.
  2. You will see list of existing templates, which includes only two columns: template name and job reference.
  3. Here you can rename existing templates (double click to open editing form) or delete them.

Tags:

documents
translation
jobs
templates
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