Professional Documents
Culture Documents
Version 3.6
11 June 2015
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Contents
What is i plus? ................................................................................................................... 5
3. Reporting.................................................................................................................. 18
4. Collaboration ............................................................................................................ 20
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5. Interpreting requests................................................................................................. 23
7.6 Steps to view the different layers of your InDesign document: ........................... 34
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This user guide provides details on a range of functionality available via i plus, the secure
cloud-based translation management system from translate plus. Please note that
depending on your subscription level, you may not have access to certain features described
in this document. Therefore when logged in to i plus you may not see these features, or you
may see an access denied or please upgrade message when trying to use them. If you
would like to discuss how to add features to your subscription, please contact your account
manager at translate plus, or contact us via contact@translateplus.com or +44 (0)20 7324
0950.
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What is i plus?
i plus is the cutting-edge translation management system (TMS) from translate plus.
What makes it cutting-edge? Well, i plus has been designed and built in-house, enabling our
team of developers to continually add updates and to personalise its functionality to meet
your specific requirements something that no other off-the-shelf TMS can offer your
business.
i plus allows you to centralise all your requirements, no matter how complex, into one
manageable and easy-to-use platform. Once logged in via any web browser, taking
advantage of our Internet banking-level encryption, you gain complete control over your
workflows, giving you a 360 overview of every current and completed job submitted by your
business! Within this platform you have access to a number of components, each designed
to streamline your process, leading to a reduction in time and cost on every job submitted via
i plus.
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1. Getting started
You can use any web browser, including Internet Explorer, Firefox, Chrome and Safari.
To access i plus, visit https://iplus.translateplus.com/ and enter your user name (typically
your e-mail address) and the password which we will have issued you. If you have forgotten
your password, use the password reset function link, to be e-mailed a temporary password.
If you have not yet been issued with an i plus account, please contact your project manager
or other representative at translate plus. When you log in for the first time, you will be asked
to change your password. You may also be asked periodically to update your password for
security reasons.
To change any details, click on the Edit button at the bottom of the screen. Then click on
the pencil icon to change any field. You can upload a picture, change the contact details
or time zone.
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If you manage other users (you have Group Admin level access), you can add contacts or
change their details by selecting Manage users. You can add a new user using the yellow
icon, delete them with the red cross icon and edit existing users details by clicking on the
pencil icon.
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1.3 Customised homepage and general homepage Clients only
We have a customisation option whereby users can choose to see the general homepage or
a customised homepage that they have chosen based on the services they use the most.
The option to customise will appear the first time you login and you can customise then or
skip and customise later, the option will not pop up again but will always be available through
the footer option View i plus how you want to.
To customise your homepage (either the first time you login or later), you can drag and drop
the options using the Move cursor .
Please note, you cant delete options but reorder them as you want. Once you have finished,
click on the Finish button. If you do not want to customise right now, then click Skip. Then
you will be taken to your new homepage which will be ordered in the same way:
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To use the general homepage, on the same customisation screen, select the button
General Homepage. You can always customise later if you want. The general homepage
holds all the services and tools with easy navigation.
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1.4 What is a quote and what is a request?
Different clients have different policies regarding quotes: some require a quote to be
approved before we start any project; others are happy for us to always proceed based on
agreed pricing, except for unusual or large-volume projects. We would be happy to discuss
the options with you.
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1.5 How to obtain a quote
1) Go to the Services menu and in the drop down list, select Obtain a translation quote
If your language doesnt appear, un-tick this box to view all the languages
Once you have selected your language combination, select the green tick button. You will
then see your language choices in a summary view:
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If you need to make any changes, then select the pencil icon which will open up the full list
again to make your choices.
3) Add key information, and set review and typesetting options if available
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4) Finalise your request by adding source files (the documents which you would want to
be translated) and specifying the deadline
Submit request!
5) Click Submit request your quote will be prepared and sent out to you when it is
ready.
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1.6 How to submit a request (job)
1) Go to the Services menu and in the drop down list, select submit a translation request
If your language doesnt appear, un-tick this box to view all the languages
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Once you have selected your language combination, select the green tick button. You will
then see your language choices in a summary view:
If you need to make any changes, then select the pencil icon which will open up the full list
again to make your choices.
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4) Finalise your request by adding source files and specifying the deadline
Submit request!
5) Click Submit request your translation request will be sent to your project manager
and will be started right away. We will be in touch with you soon after if we have any
questions or need to discuss anything with you.
2. Job management
Through the job management section of i plus, you can approve quotes and monitor your
order status.
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2.1 Approving a quote
When a quote is ready, you will receive an e-mail notification instructing you to log in to i plus
to approve or reject the quote.
The Approve quotes function in i plus will show you all quotes that are currently waiting for
your approval.
2) When the full quote opens, please use the options at the top to approve or reject the
quote, or to view or save the quote in PDF format
Please note that we will not start work until you have confirmed approval. If you know you do
not wish to proceed with a request for any reason, we ask that you kindly inform us by
clicking the Reject quote option this helps us keep our systems up to date and thereby
avoid unnecessarily asking you if you would like us to proceed.
To view orders, first select the date range. By default, orders submitted during the last month
are displayed; however, this is easily adjusted by changing the dates.
You can then view all the orders in this date range. By clicking on the Order number, you
can see full details of that order and download the document if it is completed:
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There is also an advanced filter option which allows you to view projects based on: dates,
order numbers, teams, reference numbers, status and languages.
3. Reporting
Within the reporting section of i plus you can view spend, volumes (word counts) and
statistics over a date range, either for requests you have submitted yourself, or for requests
within your team/division, or for requests right across your organisation, subject to your
access level and permissions.
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3.1 Spend and volumes over a period
Use the check box to select whether to view spend, word counts or both, and the date range
option to specify the time period and then press Go.
A full report will open with different pages for each currency used. The report shows:
Use the navigational buttons to navigate through the report, or find particular text. Use the
Select export format drop-down list if you would like to export the report to PDF or
Microsoft Excel format, and then click on the Export link.
If you have requested work in multiple currencies, then an exported Excel file will contain a
separate worksheet per currency.
Select the date range you would like to view the statistics for and select Go.
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A full report will open showing:
4. Collaboration
Within this section you can use secure messaging, the virtual data room, access glossaries
and memories and use the planning calendar.
Simply enter your subject, message and any attachments and click Send.
Click on the file name to download a document. When uploading documents, you can
choose whether to make them available to everyone within your organisation, or just for
yourself.
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4.3 Planning calendar
As a reviewer using the review plus component (see section 6), you can use our calendar
to manage your time by showing when you are available, not available or have limited
availability.
This helps our project managers minimise the risk of sending you review requests when you
know you will not be available.
Once you have selected a glossary, you can see the full list of terms. From here, you can
select the source language and use search and filter options.
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Click on the term to see the full definition, you can choose to see the term in line with the
rest of the content or to see it as a popup. Here is an example of a term using the inline
option:
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The column/field names, filters and other aspects of glossaries or memories available to you
are highly customisable based on your organisations requirements, so the above examples
may differ from the glossary or memory structure you see in i plus. Please feel free to
contact us to discuss the available options.
Access to this may appear alongside Glossaries and memories as a separate CMS
database option, and/or you may have additional shortcuts on your home page to functions
such as follows:
The browse/search function will typically provide similar lookup functionality to that described
in section 4.4 above, while other functionality may be customised based on your business
requirements.
5. Interpreting requests
To obtain a quote for, or to book, an interpreting appointment (in which one of our
interpreters would attend a face-to-face interpreting session), choose the relevant option in i
plus:
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1) Select the source and target languages. As with translation and proofreading requests,
please note that by default only the most requested languages are shown. To see all
possible languages, simply deselect the tick box below.
2) Select the date of the assignment using the calendar option and enter the expected
duration in hours and minutes.
3) Complete the details of the location where you need the interpreting assignment to take
place.
4) Select any additional details such as currency, reference and purchase order number
and include notes if necessary.
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5) Submit your request using the button at the bottom.
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6. Using review plus to review translations
The review plus component is designed for clients who wish to put in place a formal review
process, in which translations are reviewed by nominated client staff (for example, in-country
marketing managers or product managers) prior to the translations being finalised and ready
for publication/delivery. As well as saving you time, review plus ensures that all changes
made by reviewers are captured for future use in the translation memory not only in the
current translation project.
Once you have logged in as a reviewer, you are ready to review translations.
3) Click on the Edit icon (in the Action column) for any sentences you want to change.
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4) Click the Save icon to save your changes (or the Cancel icon to discard). The blue
highlighted sentence shows you the last sentence you have edited.
5) When you have reviewed all of the text (please note the page numbers in the bottom,
and the Translation units per page option in the top right), click Approve this
document. We will be automatically notified, and the translated document will be rebuilt
in its original format (e.g. Word, PowerPoint, InDesign, etc.) and our project manager will
finalise the document for delivery.
Please note that you have the option to view the documents in a table view or a tile view and
you can choose by using the options:
Table view:
Tile view:
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7. design plus
design plus is our revolutionary new cloud-based tool that enables easy text editing of
Adobe InDesign files via any web browser without the need for InDesign!
design and translation coordinators, especially ones who deal with InDesign on a
regular basis, and might previously have spent hour upon hour dealing with sticky notes
and highlights in PDF files.
reviewers of InDesign files, especially those who might previously have annotated the
PDF files and send them back to coordinators, expecting them to understand every word
of what they have written.
If you are a subscribed design plus user, once you have logged in, you are ready to use this
tool. Please get in touch with us at contact@translateplus.com if you would like to find out
more and activate a subscription.
design plus operates in a Library View which allows you to view all your projects in a library
from where you can filter down to individual projects and the documents within. To keep the
library view as tidy as possible by default any completed projects are excluded from the list;
however, you can turn this off if you wish.
We use the following Action buttons for projects, folders and file levels:
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1) To get to design plus:
Navigate to design plus / library (for coordinators)
Navigate to design plus / review status (for reviewers)
When you open design plus library, you will see all the projects listed, when you click on
each row, the levels below will open. For the project level amendments, simply click on black
row and the icon options will appear.
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2) Assign a project name and select Create project
3) Then create a new folder for this project. You can assign multiple folders to a project.
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5) Create a new document within the folder by selecting Browse and selecting a
document from your network. You can add an optional comment to this document.
Then click Upload. You can create multiple documents in the same folder.
You will then be able to see the successfully uploaded document in your library
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7.2 Viewing your document:
You can view your document in a Page or Spread view. We recommend Spread view
when working on text that goes across two pages, so that you can clearly see the page
format. Once your document has been uploaded, use the Action buttons to start editing.
Red = overflow (the text typed in is bigger than the text box
allocated to it)
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1) Hover over the text you wish to edit and you will see the pointer becomes hand-shaped
; this means that this text is editable and you can amend it. If the pointer remains as
a point ( ) its because the text is not editable.
2) When the text is visible in the right-hand box, it means you can edit it. Do not delete any
tag characters like and . Please be aware that if any of these characters are deleted
the system will roll back to the last previewed/saved version of the current text frame and
the unsaved changes may be lost.
3) For example, if you want to change the text The tailored solution to Our solution. To
do this, ensure that the correct text from the left-hand box is being edited and then in the
right-hand box, just delete the text you dont want and type in Our solution, in the same
way you would with a Word document.
4) When you have finished amending, you have the choice to Preview only (without
saving) you will see what your new text will look like within the document but nothing
will yet have been saved, so if you stop now, there is no change to the original InDesign
file you uploaded. You can also Discard unsaved changes or you can Save changes
which saves the changes to the original InDesign file in design plus.
5) Once youre completely happy with your amendments, you can save your file. This then
updates the original InDesign file you have uploaded to design plus.
You also have the option to add one or more comments to the document. To create a
comment, simply click on the blue speech bubble found near the bottom of the right-hand
side.
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7.5 Find and replace text
You can find and replace text in the same way you would with Microsoft Word. Click on the
text Find and replace next to the binoculars icon and a pop-up box will appear. Simply
enter the word you want to find and the word you would like to replace and select Replace
all to action.
design plus supports multi-layered InDesign documents, and will show you all the layers as
they are set in the InDesign file. Please note that you cannot edit a layer that is locked for
editing in the source file.
2) Select the layers to view or deselect the layers to disable and then click Show selected
layers
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7.7 Saving, previewing and exporting your files
With design plus you not only have the ability to save and download your files in InDesign,
you can also generate previews in any number of formats.
- Discarding your changes allows you to revert to your previous saved version
You can download your file at any time you choose. You do not even need to edit the
document: you can use design plus simply to convert the file format.
1) Near the bottom of the screen, you will see the download options and you can either
choose to download your Preview version (if you havent saved anything) or your Saved
version.
2) Click on the arrow for the drop-down menu to see all the file options; here you can select
to include or not include the comments you added. If comments are added to text then
they do not show on the downloaded PDFs, but they are visible as notes if downloaded
as an InDesign file (IDML/INDD).
3) Select the option you want and click Download. Please note that if you download as a
JPEG or PNG then please note that each page will be saved as a separate image.
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You can download in the following file formats:
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4) Select whom you would like the reviewer to be
5) Click the Send for review button and the reviewer will be automatically notified by e-
mail
Note: to be able to review a document, the reviewer in question must have i plus login
details. Furthermore, you must make sure you have purchased sufficient licenses to allow all
your review team to access design plus.
Once the coordinator sends a document for review, the reviewer will receive an e-mail
asking them to log in to i plus, and navigate to design plus / review status.
Here they will be able to access the file(s) that have been assigned to them.
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2) Select the tick to accept without reviewing (not recommended)
Once you have finished the review, please select Mark this review complete at the top of
the page, and it will now be removed from the list.
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8. translate online
1) To access translate online, look down the list of i plus services and select translation
status:
Files are visible to you in two separate sections: Pending and In progress. Once you have
started translating a document , it will move from the former to the latter.
Overview of dashboard
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8.1 To translate a document
Provide your translations in the text boxes on the right-hand side. Thanks to the use of
translation memory technology, some translations may have been automatically pre-
populated for you, in which case you can check and amend the translations if necessary.
Real-time preview
If you need to revert to the original source text, just click the green rewind button.
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KEY
New text (red) text that had not been translated until you started
Fuzzy-matched text (blue) text that is very similar to text that has been
translated before, and will be pre-populated for you
All other text (default colour) text that has been translated and therefore
approved previously, and will be pre-populated for you
Translations are saved in real time, so you do not have to worry about manually saving
content.
For XML, DOC, XLS, PPT and many other file formats, you can preview your translation in
real-time in its original format, by clicking on the magnifying glass icon (see above).
For all other formats, we will happily send you a copy of the translation for reference.
When getting ready to finish your translation, please remember to check that you have
covered all pages (see numbers, bottom left)
and all translation units (see Translation units per page option, below, top right).
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Then, when you have completed the translation, please select Mark translation as
complete (button, above, top left).
Now, all you need to do is confirm that you are happy to sign off your translation. Do this by
clicking on the Confirm button. Alternatively, click Cancel and you will be taken back to
the translation page.
Tip: If you have any specific terminology or stylistic remarks you would like to share with us,
please send these in the comments field.
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