File management - clients

QuaHill allows you to keep track of important files of every client, such as agreements, emails, an NDA, etc. Files are stored in a central folder where a subfolder is created for every client; the subfolder contains a particular client's files. Files are accessible either from the client's details or directly, using e.g. Windows Explorer or another file manager.

File management - vendors

Every vendor can have his/her own folder where agreements, NDAs, etc., are kept - the same as with clients. However, a vendor who has registered in the system using the web portal can upload files containing his/her CV.

File management - projects/quotes

Different folder structures can be defined for projects/quotes in code lists. These are subsequently used to generate folders and subfolders in a project/quote. The system can be set up so that it automatically creates folder structures while saving a project/quote for the first time. At your discretion, you can generate folders from the folder structures according to the job types the project/quote contains. Files to be accessible by vendors can be added to the folders so that they can download them using the vendor web portal (this applies to projects). After completion of a project, you can make the files accessible to clients so that they can download them using the web portal.

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FAQ

When generating a project from a quote having a folder with files generated, are the folders and files transferred to the project?

Yes. The whole folder structure is transferred from the quote to a newly generated project including all sub-folders and files.

What if I need to make a change in a file which is saved in QuaHill?

You can open the file directly from QuaHill or using any file manager (Windows Explorer, Total Commander) directly on the disk.

Does the system distinguish whether a saved file is a source file for translation, Translation Memory, etc.?

Yes. Every file must be assigned a type selected as a value from a code list. The file type list is fully editable and it is possible to add other file types.

Why do I have to choose a file type when uploading a file to a project?

It is not necessary. If a default type of file is selected for a folder within the folder structure code list, it is automatically assigned and you do not have to fill it in.

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Andrey Andreyev, CEO,

PONIMATEL Translation Company, Russia

For a translation company with a large turnover choosing a right CRM/ERP system for registering jobs, accounting, reporting and so on is a life-and-death issue. That is why we analyzed many industry specific tools and finally decided to use QuaHill: a reasonable price, easy-to-use, wide functionality, lots of settings many of which may be customized to the specific requirements of the admin and/or user, handy statistics, all data (incl. files) of our clients, vendors, payments, etc. can be stored in one single program(!). Using this tool within a year we also enjoyed excellent communication and very responsive support, flexible approach of developers who fulfilled our wishes adding special functions and adjusting things for comfortable work of our staff. After one year passed we are still happy and will continue using QuaHill.

NEWS

25.4.2017 - New edition of QuaHill Premium launched! Details can be found here here..

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