Guidelines

1. First, you need a Terminologist role to be able to export XTM terminology. To activate the role, go to Users → User list → (select a user) → General → General info and apply the Terminologist role in the Roles section.

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• Select a Customer to export your terms from (you can select all of them).

• Select a Language that you would like to export your terms from (you can choose all of them).Specify the appropriate Status to export your terms from (you can select all of them).

• Select a Translation language to specify the translations that you would like to export (if they exist), alongside their equivalents specified in the Language field (you can select all of them).

• Specify the appropriate Status to export your terms from (you can select all of them).

• Further refine your list using the advanced criteria available by clicking the context menu icon on the right-hand side of the page. Alternatively, leave the fields set to All to export all of your terminology into one file.

• Ensure that you click on the Search button to refresh the list of filtered terms (the Search results section) on the left-hand side of the page. (The list should keep on updating automatically.)

• Finally, click the Export button.

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• Choose the export File type. The following file types are available: XLSX, XLS, TBX, MTF.

• Select Concept and specify which fields are to be included in this section in your export file.

• Select Term and specify which fields are to be included in this section in your export file.

• Select Export only terms from the search to make sure that you only include the terms from the Search results list.

• Select Include term and concept IDs to export terminology based on unique IDs. This improves the management and update of homonyms.

• You can also adjust which term translations are to be exported, in the Translation language field, if you have not done this before or you want to select different terms.

• Once you have made your settings, click Export.

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