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Your first project: upload to export in five steps

This walkthrough takes a single file through the whole pipeline. It's the same flow PMs use daily — the PM guide covers each step in more depth.

1. Create a project​

From the Projects page, start a new project. Creation is a four-step wizard — Project Info → Upload Files → Configure Processing → Processing:

  • Project Info — name the project, pick Source and Target Languages, and choose a Workflow Type: fully Manual, Auto Translation Only, or Automatic End-to-End (Translation and Revision run automatically; Proofreading is always human).
  • Upload Files — add the files to translate.
  • Configure Processing — confirm the detected processing method per file (standard conversion, or OCR for scanned documents).
  • Processing — extraction runs in the background.

Creating a new project

If a file is very large, the platform analyses it first and offers strategies — splitting, filtering, or selective extraction — instead of choking on it. See Large files for what's possible.

2. Analyse (optional but wise)​

Run File Analysis on the project to get word counts by match category — perfect matches, repetitions, new content — the basis for scoping and quoting the work.

3. Translate​

Open the Translate dialog (or let an automated workflow type start it for you). You choose the AI Model, whether to fill empty segments only or overwrite, and which context to include — TM matches, termbase terms, project research. 100% translation memory matches are pre-filled before the AI runs.

Translation runs in the background; a progress banner shows live status, and you'll get a notification when it finishes.

Translation in progress

4. Review in the editor​

Open the file in the Editor to review the output side by side with the source. Edit segments, leave comments, check QA scores, and approve segments as you go. The editor is virtualised, so even files with tens of thousands of segments stay responsive.

The translation editor

5. Export​

When review is done, export the translated document in its original format — a translated .docx comes back as a .docx, with formatting preserved. You can also export XLIFF for use in other tools.

That's the whole loop. Next steps by role: