Clients are groups of users who submit content and require translation services. For example, a client can include an entire organization or a department within an organization.
Procedure
- In WorldServer, go to
- Select Add.
- In the Client: New dialog box, do the following:
- On the General tab, in the Name and Description boxes, enter an appropriate name and description for your client.
- In the Client Folder box, specify the AIS folder that you want to be associated with the new client.
Tip: You can also select
Browse AIS 
and select the folder from there.
- Next to Quote Approval, choose whether you want the process for approving quotes to be performed manually or automatically, by using a workflow.
- Next to Project Types, select the project types that you want to associate with the client and use the arrows to move them from the Available Project Types list to the Selected Project Types list.
Note: At this point, you can also create new project types specifically for your client by selecting Create New. The project types associated with the client store the AIS properties used to determine which target locales need to have their own folders and what workgroup, workflow, file type configuration, cost model, translation memory, and terminology database to use in the project.
- On the TDs&TMs tab, under Translation Memory, select the type of translation memory that you want to use for this client 1.
Tip: If you select Create blank default TM and use it for all locales or Choose default TM for all locales, you can also specify a different TM for certain source-target locale pairings. To do so, select the Advanced options check box, and then select the source locale, target locale, and their corresponding translation memory. Select set another each time you need to add another source-target locale pairing.
- Under Terminology Database, select the type of terminology database that you want to use for this client.
Tip: If you select Create blank default TD and use it for all locales or Choose default TD for all locales, you can also specify a different TD for certain source-target locale pairings. To do so, select the Advanced options check box, and then select the source locale, the target locale, and their corresponding terminology database. Select set another each time you need to add another source-target locale pairing. For all the other locales, the default TD is used.
- On the Users&Contacts tab, in the Available Users list, select the users that you want to include in this client and use the arrows to move them either to the Client Managers or to the and Client Users lists.
Note: Every time a client user logs in to WorldServer TransPort, the contact information of each client manager is displayed in the My Contacts section of the TransPort Home page.
- Select Save.
1 For both translation memories and terminology databases, you can:
- Let the project type control which TM or TD is used (by selecting No client-specific TM/TD).
- Instruct WorldServer to create an empty TM or TD and use it for all locales. When you select this option, WorldServer creates a new TM or TD with a unique name and description. This TM or TD is used only for project types that are configured to use the client-specific TM or TD.
- Choose a default TM or TD for all locales.
At the time of project creation, project type TM and TD settings take precedence over the client settings, unless you select the client-specific TM or TD. To avoid inconsistency errors when creating projects, make sure that the TM and TD settings for the client and for the project type are consistent. For example, if you set the client to use
No client-specific TM, then you can set the project type to
Choose default TM for all locales.