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How to Translate Customer-Facing Documents from the Customer Portal Settings?

In this article, you will learn how to translate customer-facing documents from the customer portal settings.

Written by David Arteaga


1. Click on 'Settings'

Click on 'Settings'

2. Click on 'Company Settings'

Click on 'Company Settings'

3. Click on 'Customer Portal'

Click on 'Customer Portal'

4. Scroll Down to Find Your Document Language

Scroll Down to Find Your Document Language

5. Decide the Best Language You Want to Apply

Decide the Best Language You Want to Apply

6. Confirm if You Want to Apply This Change to Wrok Orders Too

Work Orders open in this language. Crews can still change it from the Work Order.

Confirm if You Want to Apply This Change to Wrok Orders Too

7. Make Sure to Save Your Changes

Make Sure to Save Your Changes

8. Open a Proposal and See How Your Selected Language Will Be Displayed

Open a Proposal and See How Your Selected Language Will Be Displayed

9. Downloading a PDF Won't Asure It Being Under the Same Selected Language

Downloading a PDF Won't Asure It Being Under the Same Selected Language

10. See How Everything on the Proposal Is Now Translated

See How Everything on the Proposal Is Now Translated

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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