- Client management
- Vendor management
- Price lists
- Job templates
- Purchase orders for vendors
- Purchase orders from clients
- Job schedule
- CAT tools
- Invoices and payments
- Code lists
- Business activities
- File management
- Print templates
- E-mail templates
- Agency departments
- Web access
- User management
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.
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.