File menu

The File menu groups document-wide actions in the Editor: bringing content in, sending it out, generating reports, and rolling back changes.

The File menu contains four entries:

• Import: Load source content or translations into the active project or job.

• Export: Send content out as Excel or in the original source format.

• Create Report: Generate audit and traceability reports (Revisions, QA, Labels).

• Undo: Roll back recent changes to a chosen cutoff date or transaction.

Import

Open the import wizard to bring source content or translations into the active project or job. From the wizard you can pick the source file and configure how it is merged with existing content.

For full details, see Import.

Export

Send content out of the Editor in one of two formats:

• Export to Excel: Download the segments and their metadata as an Excel file, useful for offline review or external editing.

• Export to external file: Generate the original source format (XLIFF, JSON, and so on) with translated content.

For full details, see Export.

Create Report

Open the Create Report dialog to generate a report for the active scope from a preconfigured template. Available templates include Revisions, QA results, and Labels. Reports are designed for teams with auditing or traceability needs.

For full details, see Reports.

Undo

The Undo option rolls back recent changes in the active document and returns it to a previous state. It is a safeguard against accidental edits or incorrect uploads, not a per-keystroke undo of typing.

You can choose between two methods.

Undo by date

Pick a cutoff date and, optionally, a time. The Editor restores supported values to the state they were in at that moment. Undo by date is available whenever the Undo menu is shown.

Undo by transaction

Pick a specific transaction, such as a previous import or a batch action. The Editor uses the transaction's timestamp as the cutoff and rolls back changes made after it.

What gets restored

For every segment that was modified after the chosen cutoff, the Editor restores:

• Text values

• Text status

• Labels

• Custom fields

Segments that were created entirely after the cutoff are removed.

Lock state is not tracked, so locking or unlocking a segment is not reverted by Undo.

Undo is only available when segment change history is enabled in your installation. If the Undo entry does not appear in the File menu, contact your administrator.

Limitations

If a previous transaction replaced the entire content of the document in one go (a full overwrite), the segments removed by that transaction cannot be restored by Undo. Running Undo across such a transaction can leave the document empty.

Learn More

• The Editor: Overview of the Editor, its panels, and its workspaces.

• View menu: Configure how segments are displayed in the grid.

• Workspaces: How the Editor adapts based on the current scope.