We recommend that you use a professional translation service for translating to other languages. This could be either an external translation agency or translators in your organization with access to professional translation software.
If your organization does not have access to professional translators and translation software, it is possible to use Paligo's Built-in Translation Editor called Translation View. With this approach, there is no translation memory so the translations need to be managed manually. Only source language topics can and should be edited in Contributor Editor. Translations should always be edited in the Translation View or exported to XLIFF for editing in external translation software.
It's also possible to translate content without using assignments, just by Working in Translation View. But as sharing is separate to an assignment, there is no tracking of the work on the Dashboard. For this reason, we recommend that you use the assignments instead. To find out more, see Translation Management.
If you want a Contributor / Translation Reviewer to review and edit a translation create:
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Translation Assignments to create translation jobs and assign them to the internal translators.
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Translation Review Assignments to review the translations and accept / reject them.
Caution
Do not share the document or send it as a contribution assignment. For an overview of the recommended process, see Workflow for Internal Translation.
For translations, we recommend that you use a professional translation service. This could be an external translation agency or translators inside your organization who use professional translation software with a translation memory. But if you do not have access to professional translation software, it is possible to translate content directly in Paligo too. Paligo has a translation editor, which we call the Translation View, that you can use to add and review translations.
If you are using Paligo's Translation View to add translations, the basic workflow to follow is:
The following procedure has step-by-step instructions for translating your content in Paligo, with links out to articles that contain more details about the Translation View and other features.
When you have prepared the content for translation, you can send it to your translators. We recommend that you use Translation Assignments, as these are tracked in Paligo.
The translators can use Paligo's Translation View to add the translations for your content (see Working in Translation View).
When the translators have finished their work, change the content's state to In translation review.
The translated content can then be reviewed to check that it is complete and suitable. For this, we recommend that you use translation review assignments, see stage 6.
To review the translation, we recommend that you use Translation Review Assignments as they are tracked by Paligo. Whoever reviews the content can use the Translation View to make comments, change the translated content, accept the translation or return it saying that it needs more work.
When the translation review is finished, the content will be set to "Needs work" or "Accepted".
If the translation review is complete and set to "Needs work", Paligo puts the content back into the In translation state. You can then create a new translation assignment and allocate it to the translator, so that they can complete or correct the translation. They will be able to see the comments from the reviewer in the Translation View.
If the translation was accepted in the review, the content is ready for release (see stage 7).
When the content is ready for release, publish it in the translated languages. Change the content's state to Released.
Translation assignments are tasks for translation jobs. They are designed for use when you have translators in your organization and they are going to add their translations directly in Paligo.
When you create a translation assignment, you can allocate it to specific people and then track it in Paligo. So you can see who has been assigned the work, the proposed timescale, and the current status.
When a translation assignment is completed, the next step in the recommended workflow is to review the translated content (see Translation Review Assignments).
Note
Translation assignments are designed for translators who use Paligo to add the translation. They are not needed if you send your translation content to an external translation service or have translators who use professional translation software.
Translation assignments are useful when you want to create a translation job that will be allocated to a particular user and will be trackable from the Paligo dashboard.
To create a new translation assignment:
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Select the
foldercontaining the content in Content Manager.If the content is not in a folder, select the top-level folder Documents.
This will open the Resource View.
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Use the status button to set the content state to In translation.
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Select the dotted menu (...) for the publication or topic in the Content Manager and choose Create assignment.
Tip
Alternatively, you use the dotted menu ( ... ) for the publication or topic in the Resource View to Create Assignment.
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Select an Assignment type:
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Review is for when you want somebody to proofread the content and
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Contribution is when you want a colleague to add, remove or improve content.
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Translation to create translation jobs and assign them to internal translators.
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Translation review to review the translations and accept or reject them.
The assignment dialog changes depending on selected assignment type.
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Select the content that you want the assignee to work on.
If the assignment is generated from the content's dotted menu (...), this content is suggested, but can be changed.
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Select a language for the assignment. You can only choose one language per assignment.
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Apply a favorite profile to the publication or topic.
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Select one or multiple individual users or user groups or a combination of both to work on this assignment.
For user groups, the assignment is allocated to every group member of the selected user group(s).
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Use the calendars to set the Start date (left calendar) and End date (right calendar).
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Check the box Let me leave a message if you want to enter a message to the assignee(s) in the field that appears.
Clear the box if you do not want to add a message.
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Select the Default Settings button (in the lower left corner) to check that the Default Settings dialog are suitable for your assignment.
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Select OK to save any changes to the Default settings. Close the dialog with the X in the upper right corner.
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Select OK to create the assignment.
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The assignee will receive an email with a link that takes them to the content and the assignment will also show in the Assignments Panel.
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As the person who created the assignment, you will also receive an email to confirm that the assignment has started and been finished. You can Track Assignments via the Dashboard and Track Assignments via the Planner.
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When a translation assignment is underway, you can track its progress if:
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You are the person who created the assignment
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You are the translator who has been allocated to the assignment.
Information about translation assignments is shown on the Planner and also on the dashboard.
You can access the Planner by selecting Planner in the top menu. It is only available to Paligo administrators and authors, and it shows a timeline with details of when the assignments are due and who is working on them.
You can also view assignment on your dashboard. Select Dashboard in the top menu to display it, and then look in the Assignments section.
To find out more on tracking assignments, see Track the Assignment Progress.
If you allocate a translation assignment to somebody and they set it to Declined, it means they have rejected the assignment. There are many possible reasons for this, for example, they may not have the time to work on the assignment due to other priorities. If you created an assignment and it was declined, Paligo will notify you via email.
If one of your assignments is declined, go to your Dashboard and look in the Assignments section. The declined assignment is listed in the Done tab. Find it and then, if needed, you can use the cog icon menu to Reassign an Assignment.
Note
To learn how to decline a translation assignment that has been allocated to you, see Translator Instructions for Translation Assignments.
You may need to reassign a translation assignment if the translator has declined the work or has not responded in time. To reassign the translation work, select Dashboard in the top menu, then look in the Assignments section. The translation assignment will appear either in the By You tab or the Done tab. Select its cog icon and choose Reassign, and then use the Reassign dialog to reallocate the work.
For more details, see Reassign an Assignment.
If you are invited to work on a translation assignment, you will receive the invite as an email and it will also appear on your dashboard in Paligo. The following instructions explain what you need to do to translate the content:
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Select the link in your email to open the content in Paligo's Translation View (also known as the translation editor). Alternatively, you can select the link in the title of the assignment on your dashboard. You can now use the Translation View's features to work on the task.
On the left-side is the source language content and on the right-side is the translation you need to work on.
Untranslated content has a prefix in square brackets, with the source language code, for example, [en] for English.
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Decide whether you are going to accept the assignment. If needed, you can decline it. For example, you may be too busy or do not have the language skills needed to complete the translation. To decline the assignment, open the assignment and then select the clipboard icon and Declined. Paligo then notifies the creator of the assignment so that they can give the translation work to somebody else.
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Select an element on the right-side to display a translation dialog. It shows the corresponding text in the source language on the left.
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Either:
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Select Copy source text to copy the original text into the editor. Use the editor to overwrite the copied text with your translation. The copy includes any inline elements (such as the emphasis element) and you can overwrite the text inside them too.
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Enter your translation directly into the editor.
Note
The translation dialog has options for accessing a dictionary, spellchecker, adding special characters such as accented characters and trademark symbols, and undo and redo for your changes.
Paligo also has an auto-translate feature, which uses Google Translate. For more details, see Auto-Translate Content.
For more information on the Translation View, see Working in Translation View.
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Check the box Use gateway to enable IP Allowlisting. Optional
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Repeat this process for the rest of the content that you need to translate.
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Select the clipboard icon and then select Done. This lets other people know that you have completed the translation assignment.
Paligo notifies the person who created the assignment to let them know the assignment is complete. If they are following the recommended workflow for internal translations, they will either send the translation for review or they will approve the content.
Use translation review assignments to allocate a review of a translation to someone in your organization. The translation review assignments are tracked by Paligo so that you can see who has been assigned the work, the timescale for the work, and the current status.
When a translation review assignment is completed, the content is either approved or it needs more work. If it needs more work, Reassign a Translation Review Assignment so that they can make the changes. When they are done, create another translation review assignment process. Repeat this until the content is approved and ready to publish.
Note
Translation review assignments are designed for reviewing the work of translators who use Paligo to add translations.
If you are using a translation service, you may want to check that the translations are complete, rather than review the content in detail. This also applies if you have translators in your organization, but they use professional translation software rather than Paligo. To check the completion status without using a translation review assignment, see Check if the Translation is Completed.
Use translation review assignments when you want someone in your organization to proofread the translation that has been provided for some content. The translation review assignment can then be tracked on your dashboard and in the planner.
To create a new translation review assignment:
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Select the
foldercontaining the content in Content Manager.If the content is not in a folder, select the top-level folder Documents.
This will open the Resource View.
-
Use the status button to set the topic status to In translation review.
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Select the dotted menu (...) for the publication or topic and choose Create Assignment.
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Select an Assignment type:
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The assignment dialog changes depending on selected assignment type.
-
-
Select the content that you want the assignee to work on.
If the assignment is generated from the content's dotted menu (...), this content is suggested, but can be changed.
-
Select a language for the assignment. You can only choose one language per assignment.
-
Apply a favorite profile to the publication or topic.
-
Select one or multiple individual users or user groups or a combination of both to work on this assignment.
For user groups, the assignment is allocated to every group member of the selected user group(s).
-
Use the calendars to set the Start date (left calendar) and End date (right calendar).
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Check the box Let me leave a message if you want to enter a message to the assignee(s) in the field that appears.
Clear the box if you do not want to add a message.
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Select the Default Settings button (in the lower left corner) to check that the Default Settings dialog are suitable for your assignment.
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Select OK to save any changes to the Default settings. Close the dialog with the X in the upper right corner.
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Select OK to create the assignment.
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The assignee will receive an email with a link that takes them to the content and the assignment will also show in the Assignments Panel.
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As the person who created the assignment, you will also receive an email to confirm that the assignment has started and been finished. You can Track Assignments via the Dashboard and Track Assignments via the Planner.
-
When a translation review assignment is underway, you can track its progress from the dashboard if:
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You are the person who created the assignment
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You are the person who has been allocated to the assignment.
Information about translation review assignments is shown on the Planner and also on the dashboard.
You can access the Planner by selecting Planner in the top menu. It is only available to Paligo administrators and authors, and it shows a timeline with details of when the assignments are due and who is working on them.
You can also view assignment on your dashboard. Select Dashboard in the top menu to display it, and then look in the Assignments section.
To find out more on tracking assignments, see Track the Assignment Progress.
If a reviewer is unable to work on a translation review assignment, you may need to reallocate the work. There are many reasons why this could happen, for example, if the reviewer has other priorities or they do not have the language skills required.
To reassign the translation review work, select Dashboard in the top menu, then look in the Assignments section. The translation review assignment will appear either in the By You tab or the Done tab. Select its cog icon and choose Reassign, and then use the Reassign dialog to reallocate the work.
For more details, see Reassign an Assignment.
Translation review assignments are designed for use when all three of these conditions apply:
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Your organization has its own translators
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The translators are using Paligo to add the translation
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The work of the translators needs to be approved by other people (reviewers).
If you are allocated to a translation review assignment, you will receive an email containing a link to the assignment. You can also open the assignment from your Paligo dashboard.
To accept the assignment and work on it:
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Select the link in your email to open the content in Paligo's Translation View (also known as the translation editor). Alternatively, you can select the link in the title of the assignment on your dashboard. You can now use the Translation View's features to work on the task.
On the left-side is the content in the source language. The translation that you need to review is shown on the right-side.
Untranslated content has a prefix in square brackets, with the source language code, for example, [en] for English.
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Use the Translation View's features to review the content.
Position the cursor over a text fragment (paragraph) to display a pop-up toolbar.
You can use the toolbar options to:
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View a history of the changes made to a text fragment
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Compare the translations of a text fragment, so that you can see the various translations all at once
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Add a comment. The comment can then be seen by authors and contributors, so they can decide on what action to take.
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Mark a text fragment's translation as complete. You should do this to confirm that the text fragment's translation is correct.
For details on how to use these features, see Working in Translation View.
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Select the clipboard icon and then select Approved or Needs work (if the translation needs extra work). This lets other people know that you have completed the translation review assignment.
Paligo notifies the person who created the assignment that you have completed the translation review. If they are following the recommended workflow for translation reviews, their next step will be to either:
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Create a new translation assignment so that any unfinished or incorrect translations can be dealt with.
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Publish the content and put it in the Released state.
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