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File menu

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

The File menu contains six entries:

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

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

  • Deliver work: Manage the final deliverable file for each document and target language.

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

  • Create preview: Generate a preview of the translated document before delivery.

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

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 on exporting the content of a Flex container in string management, see Export.

To take a job or a project out of Wordbee Translator and bring the result back, for example as an XLIFF or Excel package for another CAT tool, see Working Offline: Export and Import.

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 on importing into a Flex container in string management, see Import.

To bring back a job you exported for offline work or for another CAT tool, see Working Offline: Export and Import.

Deliver work

Select Deliver work to manage the final deliverable file for each document and target language you have open. From the dialog you can create the deliverable from the translated segments, upload a file you prepared elsewhere, download it, replace it, or delete it.

When you are working on a single document and language, the dialog opens straight on that deliverable. When several are open, they are listed with their state, Ready or Missing, so you can see at a glance what is still to produce and work through the list.

When the content can no longer be edited, for example once the job is completed or the project is archived, the dialog offers Download only.

Producing a deliverable does not complete your job. Mark the job as completed separately, from the job popup: see Job Acceptance and Delivery.

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.

Create Preview

Select Create preview to open the preview dialog, where you choose a document and a language, set the options, and generate a preview you can read in the browser or download as the reconstructed file.

Reviewers with view-only access get a File menu containing this entry alone, so previewing stays within reach.

For full details, see Preview Panel.

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.

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