COBBLESTONE SOFTWARE

Contract Insight — User Guide

Application Translation

03. Admin User Manual › VISDOM & Risk Management › Application Translation

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Contract Insight can be displayed in languages other than English. Each user picks a Display language from their profile menu, and administrators use Administration → Translations to set or correct the wording of field labels and top menu items for each language. Anyone using that language sees the wording entered there instead of the English. Administrators can also add languages, or switch a language off so it no longer appears in everyone's language picker. Record data always stays in the language it was entered in.

2. Key Elements

• Translations page: choose a Language, an Area (Field labels or Top menu), and, for field labels, a Table (for example, Contract Details, Vendors/Customers, or any custom sub-table).
• Each row shows the Source (English) text with editable Translation and Tooltip boxes. An untranslated row shows the English text greyed out in the Translation box.
• A Filter… box narrows the rows, and a counter shows the number of items and unsaved changes (for example, “177 items · 0 unsaved”). Changes are kept only after you click Save changes.
• Manage languages opens the Languages panel, which lists each language's Status (for example, Offered) and how many People using it, with Edit and + Add language actions.
• Change language in each user's profile menu opens the Display language picker.
• Text in the Core System and Vendor Client Gateway can also be controlled by the Regional Setting for the Employee or Company Contact.

3. Navigating to Translations

1. From the Contract Insight homepage, click the Administration (settings) icon at the bottom of the left navigation bar.
2. Type Translations in the Search administration… box, or find it under Configuration & Fields.
3. Click Translations.

The Translations page opens with no language selected. Choose a Language, Area, and Table to begin, or click Manage languages to add or switch off languages (see Section 6).

4. Translating Field Labels

1. Navigate to Administration → Translations (see Section 3).
2. Select the Language to translate into (for example, Spanish).
3. Leave Area set to Field labels.
4. Select the Table whose labels you want to edit (for example, Contract Details).
5. Optional: type in the Filter… box to find a specific field.
6. In the field's row, enter the wording in the Translation box. Enter help text in the Tooltip box if needed.
7. Click Save changes. The counter above the table shows how many changes are still unsaved.

Note: Use the delete (trash) icon at the start of a row to remove that row's translation.

5. Translating Top Menu Items

1. On the Translations page, select the Language.
2. Set Area to Top menu. The Table selector is hidden because menu items aren't tied to a table.
3. Type in the Filter… box to find the menu item (the list can contain over a thousand items).
4. Enter the wording in the Translation box. Untranslated items show the English text greyed out.
5. Click Save changes.

6. Managing Languages

6a. Reviewing Languages

1. On the Translations page, click Manage languages.
2. The Languages panel lists every language with its Status and the number of People using it. Use Search to find a language.
3. Click Edit on a language's row to change it, or to switch it off so it is taken out of everyone's language picker. Wording you've already entered is kept either way.

6b. Adding a Language

1. In the Languages panel, click + Add language.
2. Enter the language Name and, optionally, a Description for whoever maintains the list.
3. Leave Offer this language on so people can choose it, or turn it off to hide it from the language picker.
4. Click Save, or Cancel to close without adding.

The new language then appears in the Language selector on the Translations page so you can start translating into it (Sections 4–5).

7. Changing Your Display Language

1. From any page, click your name in the top-right corner to open the profile menu.
2. Click Change language.

3. In the Display language window, type in Filter languages or scroll to find a language. Your current language is marked Current.
4. Select a language and click Apply. Click Cancel to keep your current language.

Note: Changing the display language changes the application's labels and menus only. Record data stays in the language it was entered in.

8. Quick Reference Summary