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Knowledge Base

 

ESSENTIAL

Getting started with OTM

OTM is an expert system that is simple to use.
Please read some tips and recommendations
for making the best of your start with OTM.

"Getting started with OTM" is available in three languages.
Please click a flag:   English version English version Deutsche Version

OTM Tips and Tutorials

Project management

Administration

Topic Audio Video CC Length     Topic Audio Video CC Length  
                         
What is OTM?   - 135 s   NEW OTM Backend (HD video)
How to configure the OTM administration part
- 48 min
NEW OTM Demo (HD Video)
A complete translation project
- 35 min   Defining a tax rate for quotations and invoices 45 s
OTM login 40 s   Setting credit limits for customers 80 s
How to use the OTM help functions 100 s   Generating and editing an OTM stationery (letterhead) - - 280 s
Avoiding data duplicates
(customer identification)
- 90 s   Customer and resource log-in for your web site
Redirecting a request from your e-mail program to OTM 100 s   EU tax legislation: Reverse charge procedure English version Spanish version Deutsche Version
NEW Using the Trados®wizard   5 min   PayPal button  English version Spanish version Deutsche Version
Variations for quoting line items and rates             Alternative invoice recipients English version Spanish version Deutsche Version
Multi-stage follow-up module             Identifying customers - avoid duplicats English version Spanish version Deutsche Version
Certificate of translation              
Job description templates                        
Customer e-mail wizard             Whitepaper 2015          
Maintaining confidentiality agreements   English version Spanish version Deutsche Version             "Quality assurance with OTM"

English version Spanish version Deutsche Version
         
Marking OTM e-mails as unread   English version Spanish version Deutsche Version                        
OTM PM on the iPhone®             GoBD – Informationen für OTM-Lizenznehmer mit Firmensitz in Deutschland (2016)          
To be continued...             To be continued...          

 

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