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How can I manage my master data (services, units, matches)?

You can define how you want this data to be displayed in your documents.

Caroline Bries avatar
Written by Caroline Bries
Updated yesterday

You may want to translate your services, units and matches in your documents to make sure they match the language of your client.

Let's say you speak French and you defined the unit "Mots" (French for 'words') for yourself to use in LSP.expert, but your client speaks English. So, you selected for them the document configuration in English but, as you defined your unit in French, it is mentioned in French in your documents.


In this case, you can do as follows:

Under Settings > Document and email configuration, select the document configuration concerned.

Then go in the 'System values' tab of this document configuration.ย 

To translate your units, simply write the translation in the fields on the right.

What you see in the interface is thus different than what your clients will see in the document you will send them.

And of course, don't forget to go in the client's details and make sure you selected the right document configuration for them.

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