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How to translate the portal to your end-user's language
How to translate the portal to your end-user's language
Updated over a month ago

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When you deal with an international audience, you need to provide a customized onboarding experience in your end-users language. Clustdoc allows you to do this very easily.

Differentiating a translation from an adaptation

A translation is a rendering from one language to another, while an adaptation makes a text culturally appropriate, accurate, and therefore understandable.

Here is a dummy example showing you the difference between translation and adaptation.

In our English process, one of the steps is 'Filling out a W2 form'.

If we wanted a translation of our process (let's say for people speaking french in the US) we would simply translate our process to French and say the exact same thing then.

However, if we wanted to create a version of our process for France, we'd need adaptation since the W2 form doesn't exist in France.

Source language : text is in US english for the US

Adaptation : text is in US english for France

Translation : text is in french for the US

Fill out W2 Form

Fill out CERFA-4567 Form

Remplir le formulaire W2

Before translating your process, make sure you confirm the requirements, so you can take the best decision between translating or adapting.

Translating a process using browsers

If you want a literal translation of your current process, chances are that your visitors browsers will display a translated version of the page based on their browser language. If this option works for you, you can rely on that to offer a translated version of your process.

Translating or adapting a process using Clustdoc

In case you want to handle yourself the translated version of your process or even go further with adaptation, Clustdoc can help! Let see how you can translate your process yourself.

  • Go to your Resources>Processes page to create a new process

  • Select the process you already have and duplicate it

  • In case you have toolbox items, make sure you duplicate them as well

  • Input all information you require in your client's language. (Required documents, files, forms, etc) and,

  • Activate the Multi-language feature from the Process>Configuration>Client profiles tab as shown below

  • Make sure your Notifications are also in the right language

The language you pick will be applied to email notifications and all client interface static elements.

💡 Once your processes are translated using Clustdoc, you can create a portal for each process and add the related links to your website versions.

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