OTM Questions & Answers

  • What is required to use OTM?

    Technical prerequisites for using OTM

  • How to get started with OTM?

    Three steps to success

  • What types of access are there in OTM?

    Overview of the front ends

  • Date and currency formats in documents created by OTM

    The formatting of a date or monetary amount in a particular currency is governed by the recipient of the document.

  • Saving a customer in the database

    When is it necessary to enter a customer in the database and what options are there for doing so?

  • How do I forward e-mail from and to my OTM user account?

    Recommended settings

  • Jobs, resources and jobs taken by project managers

    What types of resources can be managed in OTM?

  • Re-sending e-mail to a different address

    When one has used a number of e-mail addresses in the past, it is often difficult to "retrain" clients to use special e-mail addresses to integrate with the workflows of an online translation process management system like OTM from lsp.net. A simple way to redirect request messages which arrive on the "wrong" e-mail account so that they can be used most easily as the basis for setting up a project in OTM is to use the "resend" feature of Microsoft Outlook.

  • Receiving an e-mail inquiry from an existing client and quotation in OTM

    There are a number of ways to create new projects in OTM from lsp.net. The workflow described here shows how to use an e-mail request from an existing client as the basis for a new project quotation.

  • Receiving an order after a quotation in OTM

    The workflow described here shows steps to follow after an order has been received for a quotation generated with OTM from LSP.net.

  • Delivering a job in OTM

    This workflow describes how translated files are uploaded to OTM and delivered to the customer. In this example, the customer has service pages activated from which the delivery can be downloaded. If service pages have not been activated, the notification mail sent will contain an HTTPS link to the delivery which will be valid for two weeks.

  • Generating the invoice and concluding the project in OTM

    After delivering a project in OTM, it's simple to generate and send the invoice. Click on "Invoice" in the progress bar under the project summary near the top of the display to get started.

  • How can resources upload results files for finished jobs?

    File transfer from resource to project manager after a job has been finished

  • Previews of OTM customer portal and ressource service pages (Front ends)

    Customers and resources can access OTM through service pages at no charge. Get an impression of your customers and resources perspectives of OTM by exploring the examples we have set up.