Welcome to EasyTranslate's new translation management system!
2. Account Creation, Login/out and Password
3. Ordering and receiving translations via the new platform
4. Accepting or rejecting a quote
6. Browsing quotes, orders and invoices
1. General information
1.1 Introduction
The Plunet customer portal is part of the new EasyTranslate project management system. It allows you to easily request translations, transfer documents in a secure way, accept quotes, and get an overview over your current and previous orders. This manual gives you an overview over the most important functions.
1.2 Security
The customer portal is accessed via a secure HTTPS connection. All data is stored on a server located on our premises in Denmark and saved daily in two different locations.
1.3 Languages
The customer portal interface is available in several languages. You can change the language settings after the login.
1.4 Support
Should you experience problems with the customer portal, please contact the EasyTranslate team at service@easytranslate.com.
2. Account Creation, Login/out and Password
2.1 Account creation
EasyTranslate has created a user for you to access the customer portal. With just a few clicks you can now create your account using the username and link to the portal that you have received via email.
Follow these easy steps to set up your user account:
- Click on the link in the email
- Enter the security code and click on continue
- Enter the verification code that was sent to the email associated with your user name. If you did not get an email, please check if the user name you entered is correct. If the problem persists, please contact EasyTranslate at service@easytranslate.com
- Create a strong password ( At least 10 characters long, at least one capital letter, at least one number, at least one special character, at least one lower case letter)
- The account setup is now complete. You can now click on “Go to login” and get started using your new password.
2.2 Login
Bookmark and use https://plunet.worldtranslation.com to log in with your username and password going forward.
NOTE
If you use the wrong password three times in a row, your account will automatically be locked for 24 hours. To unlock the account earlier, please contact us at service@easytranslate.com and we will initiate a password reset flow.
2.3 Change Password
You can change your password at any time by following these steps:
- Click "Home" in the menu bar and select Settings.
- Enter the old password and a new password of your choice. The password must comply with the rules described above.
- Click "Save"
2.4 Forgotten Password
- On the login screen, click on “Forgot your password?”
- Enter your username and the security code and click on “Continue”.
- Please enter the verification code that was sent to the email associated with your username. Then press “Confirm”.
If you did not get an e-mail, please check if the user name you entered is correct. If so, press “Resend code” and enter the code you received. If the problem persists, please contact EasyTranslate at service@easytranslate.com. - Create a new, strong password (see above). After entering your new password in both fields to confirm they match, click “Change password” to save your new password.
- The “Password changed” pop-up will appear and you will receive an email confirmation stating that your password has been successfully changed. You can now press the “Back to Login” button and log in to the system using your new password.
2.5 Logout
You can leave the customer portal at any time by clicking on the icon in the top-right corner of the navigation toolbar and choosing Logout. You will be automatically logged out after 30 minutes of inactivity.
3. Ordering and receiving translations via the new platform
3.1 Dashboard
Upon log in you are directed to your Dashboard, which gives you and overview of all your requests, quotes, orders and invoices in compressed form.
By clicking on one of the categories (e.g. "Orders | In progress"), you see more detailed information.
You can always return to the dashboard by clicking on Home in the menu bar and selecting Dashboard.
Depending on your access rights, the dashboard either shows the requests, quotes, orders and invoices for you and your colleagues, or just the ones that you are responsible for. If you want this to be changed, please contact EasyTranslate at service@easytranslate.com.
3.2 Placing a request
Click on "Create a request".
If you would like to receive a quote, please choose “Request a quote”.
If you would like to directly place an order without receiving a quote first, please choose “Request an order” (you can still receive an overview over the translation cost).
The creation of a request involves four steps:
Step 1: General:
A request number, e.g. R-01475 is created for each request. The status of the request is "In Preparation"; this will change when you submit the request to EasyTranslate.
You can fill out the following fields:
- Project name (mandatory): Please enter a project name for your request, e.g. "Translation of printer manual".
- Description/Message (optional): Please enter any relevant information or instructions for your project manager.
- Reference number (optional): If you want us to use a reference number for this project (e.g. your own order number), you can enter this here.
- Rush Request (optional): If you want us to process the request as a rush request, please tick this field. A rush fee may apply.
- Requested delivery date (optional): Please enter the desired delivery date for the translation.
-> Move to the next step by clicking "2. Languages" at the bottom.
Step 2: Languages
- Languages: Please select the source language and the target language(s) from the dropdown lists. Make sure you use the correct language variant. You can choose several target languages at the same time.
For translations with English as the source language, please choose "English (UK)" (this is relevant for internal processing).
Please confirm the selection by clicking on "Add" on the right hand side for the system to remember your selection.
If you click on "Set language combination(s) as default", the current language combinations will be preselected for your future requests. You can always delete the language combinations that are not relevant for the specific project by clicking the trash can icon next to the language combination
-> Move to the next step by clicking '3. Project files' at the bottom.
Step 3: Upload of project files
In this step please upload the relevant documents:
- Please click on the FileManager icon to upload the documents you want us to translate ("Upload source files"). You can also upload additional material such as PDF files, glossaries or earlier translations ("Upload reference material").
- A pop-up window appears: In this window, you can either drag&drop the relevant files to the window or you can browse for the files by clicking on "Search". If you browse for the files you can choose one or more files, and then click on "OK".
- To start the upload, please click "Upload" to start the process. When you see the files in the file manager you can close the pop-up window.
-> Move to the next step by clicking "4. Summary" at the bottom.
Step 4: Summary
This step provides you with an overview of the data you entered in steps 1-3. Any changes you might need can be entered here.
At the bottom of the page, you can fill out the following fields:
- Deadline (quote) [optional]
[only available if you chose "Request a quote"]
You may enter the date where you wish to receive the quote from EasyTranslate. Please note: this is not the due date for the translations.
- Send request confirmation to [mandatory]
Here you can enter the e-mail-address for the automatic request confirmation mail. Your own e-mail-address is already pre-filled, but you can change this if necessary.
- Additional recipients for project e-mails [optional]
If required, you can enter an additional address for all project-related automatic e-mails in this field.
Once you have filled out all required information, please click on "Request a quote" or "Place order" (depending on which option you have chosen). Your project manager at EasyTranslate will automatically be notified of your request and will process it as quickly as possible.
If you requested a quote, your project manager will send you an email with an attached quote document once the quote is prepared. You can also see the quote in the customer portal.
You can accept or reject the quote directly within the customer portal (see 4. Accepting or rejecting a quote).
4. Accepting or rejecting a quote
You can accept or reject quotes directly within the customer portal.
On the dashboard, you can find your requested quote under Quotes | Pending.
Click on the "Pending" line in the upper part of the Dashboard. This gets you to the detailed view of all your pending quotes further down on the same page.
You can use the options in the "Status" column to place the order or reject the quote. An email will be sent to your EasyTranslate's project manager.
You can also click on the quote number (e.g. Q-04916-01), look through the quote and accept or reject it there.
5. Deliveries
Once a project is finished, your project manager will send you a link that you can use to download the documents. Alternatively, you can log onto the customer portal, access the relevant order via the dashboard, and download the documents via the File Manager.
6. Browsing quotes, orders and invoices
6.1 Quotes
You can browse through your quotes by clicking on the Quote tab and clicking on Status Report - Quotes. There are several search functions for finding the quotes you have received. Choose the required settings and click on "Update search" to start the search. If you click on a quote number in the results list, you will get directly to the specific quote and can see all details.
6.2 Orders
You can browse through your orders by choosing Status Report - Orders on the Orders tab. There are several search functions for finding orders. Once you have chosen the required settings, click on "Update search" to start the search.
If you click on an order number in the results list, you will get directly to the specific order and can see all details.
6.3 Invoices
You can browse through your invoices by choosing Status Report - Invoices on the Invoices tab. There are several search functions for finding the invoices you have received (click on "Update search" to start the search). If you click on an invoice number, you will get directly to the specific invoice and can see all details.
If you need more detailed instructions on the search options or any other Plunet functionality, please feel free to contact us at service@easytranslate.com.