New features

Restricted vendor pool

Have you ever worked with partners that have very strict security policies or specific vendor preferences that make vendor selection a PM's nightmare? Well, fear no more, as XTRF has introduced the Restricted vendor pool feature!

For greater control over client-vendor relationships, Home Portal administrators can now create lists of so-called trusted vendors that are permitted to perform work for sensitive clients. This way, no unwanted vendor will have access to the client's sensitive data, and you will not have to search through vendors to find the right one manually.

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To find out more about this feature, see the Use the Vendor Restricted Pool feature (Sensitive Clients and Trusted Vendors) guide.

XTRF to XTM Cloud integration

Welcome to the two-way roadway connecting XTRF and XTM Cloud! From now on, the integration can create a linked project in XTM Cloud based on the information you provide in XTRF. That means you can manage the integrated projects from the XTRF Home Portal without switching between products.

To find out more about the integration, see the XTRF > XTM Cloud integration for Smart projects article.

Improvements

Better client invoice management

No more wondering which invoice is the correct one! XTRF has redesigned the client invoicing mechanisms to ensure that after an invoice is sent to a client, further changes in this invoice will require resending the updated invoice. Now you can stay assured that by clicking the Download Invoice button, you get the same invoice as your clients on the Client Portal. So, what exactly has been changed:

• When an invoice receives the Ready status, a PDF file is automatically generated and can be previewed on the Home Portal. This file will be the only actual invoice that can be downloaded or sent to a client.
  If you need to edit this invoice, revert its status to Not Ready and make the necessary changes. After the invoice's status is set back to Ready, a new PDF file is generated to replace the previous invoice file. This approach guarantees that you always have only one actual invoice file.
  To preview the invoice, scroll down to the bottom of the invoice page.

• No changes in the Invoice Signatory, Invoice Template, and Notes for client fields are possible in the invoices in Ready and Sent statuses. The Refresh Client Data button is also inactive for those statuses.

• The Download Invoice button no longer generates a new invoice but simply downloads the one automatically generated upon the status change.

• The Allow Multiple Template option in the Configuration menu > Clients and Vendors > Client Settings > Invoicing tab enables you to create other invoice-based documents that will be differentiated from the main invoice document.

  • To create an additional invoice-based document, go to the invoice page and click the Add another template button in the Invoice Template section. The Other Templates section will be displayed, where you can select the required template for the new document.

    The documents that are displayed in the Other Templates section are not regarded as invoices by the system and do not use the snapshotting mechanism described above.

  • To preset templates for additional invoice-based documents, go to the Client profile > Main Data tab > Templates subtab > Document Templates section and click the Add another template button to add templates.

Improved language-related filters in Smart projects

Good news for those translating to many target languages! Now you can:

• filter jobs by language right on the Process and Jobs cards.

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• profit from the improved language filtering on the Files card. Now source and target language, as well as all languages assigned to uploaded files, are displayed at the top of the list.

New&Updated CAT tool-related API endpoints

• Use the GET /v2/projects/catToolProjectTemplates endpoint to get CAT Tool project templates in Smart projects.

• Use the POST /v2/projects/{projectId}/createCatToolProject endpoint to create a linked CAT tool project for an integrated Smart project. You can also include a selected CAT tool project template in this request.

• Use the GET ​/v2​/quotes/{quoteId} endpoint to receive Smart quote details:

  • Quote ID.

  • CAT tool instance ID.

  • Quote's template name.

  • Quote's template ID.

Improvements in the XTM Cloud integration

Adding XTM Cloud process templates in XTRF

Fewer clicks to make: XTM Cloud process templates can now be defined within XTRF. It enables you to combine XTM Cloud steps with XTRF manual tasks and create workflows perfectly tailored to your project's specific needs. You can also map XTRF process templates with XTM Cloud project templates for additional automation.

Better Vendor mapping

Configurable Linguist user creation in XTM Cloud

Forget about missing linguists! From now on, when the integration can't match an XTM Cloud linguist to an XTRF vendor, the missing linguist account can be created automatically.

Automatic assignment of missing user details for XTM Cloud linguists

XTM Cloud linguists' missing user details (required roles, source and target languages, and workflow steps) are also taken care of. XTRF can automatically add the necessary details to linguist profiles, ensuring smooth job assignment processes.

Make changes in the ongoing XTM Cloud-integrated projects

Add new source files

You can now add new source files to ongoing XTM Cloud-integrated projects, ensuring your project scope is kept up to date. Newly added source files trigger the generation of bilingual documents and (if enabled) CAT analyses in XTM Cloud, which are then automatically downloaded to XTRF.

Add new target languages

New target languages can also be added to ongoing projects. After adding another language to an integrated XTRF project, bilingual documents and (if enabled) CAT analyses are automatically generated in XTM Cloud and then downloaded to XTRF.

Warnings & Announcements 

Due to XTRF's development policy, starting from version 11.0, XTRF will no longer support Windows-based installations. If you use a Windows-powered server for your XTRF Platform, please contact your Regional Growth Manager to discuss migration options.

As of XTRF 10.0, no new installations will be performed on the Windows platform, but the currently installed systems will continue to be upgradeable until the release of XTRF 11.

From XTRF 10.0 onwards:

• SMS notifications will be disabled. All XTRF-related communication will be conducted through e-mails and XTRF Chat.

• Support of PostgreSQL versions below 13 will be deprecated. As XTRF already supports Postgresql 13 since 9.0 v., you are advised to upgrade the database before upgrading XTRF.

• Existing Apache Velocity macros will be disabled. You are strongly advised to rewrite them in Groovy. For details of how to switch from Velocity to Groovy, see this article.

• Text box content will be limited to 20,000 characters. This limit will help increase system performance and prevent extensive memory consumption and potential stability issues. 
  About 0.3 percent of all content in XTRF exceeds the limit and will be truncated. To avoid losing valuable information, please keep your notes, comments, descriptions, and instructions within a reasonable length and avoid embedding images, as they're the most common cause of oversize.
  The text box length limit will affect every text field in the system.

Minor improvements and relevant bug fixes