This article covers only Lokalise Vantage. If you're looking for Lokalise Expert onboarding guides, see: Onboarding guide for translators and Onboarding guide for managers.
This guide walks you through the basic steps to start using Lokalise Vantage and translate your first piece of marketing and creative content. The setup usually takes only a few minutes.
Before you start
Lokalise Vantage and Lokalise Expert are workspaces within the same Lokalise team. The same team users can work in both Expert and Vantage projects depending on their project access. You must have at least the team admin role to create projects in Lokalise Vantage.
Processed words used in Vantage count toward your plan limits and can be tracked in your account's Usage overview.
Make sure you have access to Lokalise Vantage in your Lokalise team. To open Vantage:
Click the Lokalise logo in the top-left corner.
Select Lokalise Vantage.
This opens the Vantage project dashboard, where you can create projects and manage Vantage content.
Step 1: (Optional) Add translation assets
Learn more in the Translation assets guide.
Vantage can use a shared glossary and multiple translation memories to provide additional context during translation.
The Vantage Primary Translation Memory is included in every Vantage project automatically. It is used to find TM matches and to store approved translations from Vantage.
You can also:
add other translation memories available to your team as read-only sources and set their priority
add glossary terms manually
upload glossary terms from a CSV file
Translation memories used in Lokalise Expert are also available in Vantage, so you do not need to export and import them separately.
Why we recommend this step
Adding glossary terms and additional translation memories is optional, but we recommend configuring them before you generate translations.
Vantage uses AI to translate your content. Glossary terms and translation memory matches provide context about approved terminology, product names, brand wording, and previous translations. This helps Vantage produce more accurate and consistent translations from the start.
This is especially useful if your team already has translation memories in Lokalise Expert. You can add relevant TMs to the Vantage project and use existing translations as context without importing them separately.
You can skip this step and start translating immediately. However, assets or TM settings added later do not apply retroactively to translations that have already been generated.
Configure your glossary
What is a glossary?
A glossary stores important terms your team wants to translate in a specific way, such as product names, feature names, brand terms, or words that should not be translated.
Vantage uses glossary entries to guide AI translation and keep terminology consistent. Matching glossary terms are also shown in the editor when someone reviews or edits translations.
Import a glossary from Lokalise Expert
Glossaries are not shared automatically between Lokalise Expert and Vantage. If your team already maintains a glossary in Expert, export it as a CSV file and upload it to Vantage.
To export a glossary from Expert:
Open the Lokalise Expert project.
Go to Glossary.
Click More > Download CSV.
To import the glossary into Vantage, go to Assets > Glossary and upload the CSV file.
You can also upload a glossary CSV while creating a Vantage project. The project setup includes an Upload CSV option alongside the controls for adding glossary terms manually.
Imported glossary terms become part of the shared Vantage glossary and are available to Vantage projects.
Add glossary terms manually
If you do not have a glossary file, you can add terms manually.
Go to Assets > Glossary and click Add term. Enter the term and configure any additional options, such as:
a description
Non-translatable
Case sensitive
You can also add terms manually while creating a Vantage project by clicking Add new term during the translation assets step.
Terms added manually become part of the shared Vantage glossary and are used in future translations.
Configure translation memory
What is translation memory?
Translation memory (TM) stores translations that can be reused when similar or identical content appears again. TM matches help keep recurring content consistent and provide additional context for translation.
Unlike glossaries, translation memories are shared between Lokalise Expert and Vantage. TMs already available to your team in Expert can also be used in Vantage, so you do not need to export and import them separately.
Vantage also has a dedicated Vantage Primary Translation Memory. It is included in every Vantage project automatically and is used for both reading TM matches and saving translations from Vantage.
Choose translation memories for a project
During Vantage project creation, you can configure which translation memories the project uses.
The Vantage Primary Translation Memory is always included as Read and save and cannot be removed.
To use additional TMs:
Click Add translation memory.
Select one or more translation memories available to your team.
Drag and drop them to change their priority.
Additional translation memories are currently Read only. Vantage can use them for matches and suggestions, but translations from the project are not saved to them.
You can change the same configuration later from the project settings by adding or removing read-only TMs or changing their priority.
Changes to the TM configuration apply to translations generated after the settings are updated. Existing translations are not regenerated automatically.
For more information about managing Vantage translation assets, see Translation assets.
Step 2: Create your first Vantage project
Learn more in the Lokalise Vantage: Projects guide.
From the Vantage dashboard, click New project:
Next, you'll need to choose the content source:
Upload files manually — choose one or more files from your PC
Import from integrations
You can also use the Contentful integration. It is set up differently — the Lokalise app is installed from the Contentful Marketplace, and projects are created automatically without using Create project in Lokalise.
Note that projects created using integrations (such as Google Docs or Strapi) are tied to that content source and cannot be reused for manual file uploads later.
In this guide we'll use the manual file upload. To learn more about available integrations, please refer to the corresponding guides listed above.
Then configure the basic project settings:
Project name
Base language — the language your content is written in
Note: the base language cannot be changed after the project is created.
Target languages — languages to translate into
You can add more target languages later if needed
Optionally, proceed to Translation assets to configure translation memory and glossary settings.
Step 3: Upload the file you want to translate
Learn more in the Lokalise Vantage: Files guide.
On the next step, you'll be asked to upload translation files. If you've chosen one of the integrations, you'll need to connect to the corresponding service instead.
Supported formats:
DOCX
PPTX
HTML
Markdown
XLSX
IDML
Typical examples include:
blog posts
documentation
slide decks
email templates
Note:
Maximum file size is limited to 50MB.
The word count displayed for the uploaded file is just an estimate, not an exact number.
Step 4: Configure translation assets
During this step, you can configure the translation memory and glossary used by the project.
Translation memory
The Vantage Primary Translation Memory is included automatically and cannot be removed. It is used for both reading TM matches and saving translations from Vantage.
To use additional translation memories, click Add translation memory and select from the TMs available to your team.
Additional TMs are Read only. You can drag and drop them to change their priority.
You can update the same TM configuration later in the project settings.
Glossary
You can optionally add glossary terms that should be used consistently across translations.
You can:
click Add new term to add terms manually
click Upload CSV to import glossary terms from a CSV file
Glossary terms are shared across all Vantage projects within your team and are applied automatically to future translations.
When adding a term manually, you can configure:
Term — enter the term you want to add.
Description — add an optional description.
Non-translatable — keep the term unchanged in all languages.
Case sensitive — make the term case-sensitive. This is useful for acronyms such as "PNG" or "LLC".
Add another — keep the dialog open after adding the term so you can quickly add more terms.
Step 5: Choose your workflow
Vantage offers two workflow options.
AI translation only (Instant AI)
This option generates translations using Pro AI and translation memory (with 100% matches):
fastest turnaround
translations are ready in minutes
AI + human review (High-quality)
Pro AI translates the content first, then Vantage evaluates translation quality and sends content for human review based on the selected review scope.
When selecting this option, you'll be asked to:
Choose the review scope
Set the project timezone and the default deadline — applies to all review tasks, can be overridden on a per-task basis.
Assign default reviewers per target language — these reviewers will automatically receive review tasks when the project is created.
The available review scopes are:
Full review — reviewers check all translations.
Extensive review — reviewers check most translations, helping catch smaller style or formatting issues.
Focused review — reviewers focus on segments that are more likely to contain issues. This is a balanced option for general content.
Essential review — only segments with more serious issues are sent for review, allowing the process to remain fast and cost-efficient.
None of the review scopes include 100% TM matches.
Note about 100% TM matches
If a segment in your content is an exact match to a translation already stored in your translation memory (TM), Vantage reuses that translation automatically instead of sending it to AI for translation.
Reusing TM matches also helps reduce costs, as these segments do not consume Pro AI or processed words quotas.
Because segmentation in Vantage may differ from Lokalise Expert, you may initially see fewer 100% TM matches than expected.
During the AI translation + human review process, Vantage automatically:
segments your content
applies translation memory matches
generates translations for all target languages
runs quality checks
routes content for review based on the selected review scope
This happens automatically in the background.
Step 6: Translation starts automatically
Once the project is created, you will be redirected to the Editor.
At this point, the translation workflow has already started. AI translations will appear in the editor as they are generated.
Step 7: Review and approve translations
Learn more in the Lokalise Vantage: Editor guide.
You and other team members can review translations directly in the Editor.
In the editor you can:
modify target translations
rephrase content
approve segments (by clicking the "check" button)
it is also possible to approve multiple segments in bulk; learn how to do it in the Editor article
see glossary terms highlighted
insert text in base language
You cannot modify the source text directly in the editor or add/remove paragraphs. To update the source content, upload a new version of the file from the Files tab. See the Updating base content later section for details.
Manually approved segments are automatically saved to the Vantage Primary Translation Memory, improving future translations.
For certain file formats it's possible to preview content right in the editor:
Interactive preview is available for: Google Docs, DOCX, HTML, MD.
Static preview is available for: DOCX, PPTX.
You can track translation progress and segment statistics from the top menu in the editor. Click the Segments approved to open the Statistics panel. Here you can see progress for each language, including:
percentage of approved segments
number of translated segments
base word counts processed
To focus on specific segments, use the Filters dropdown.
Filters allow you to narrow down segments based on different criteria. For example, you can filter by:
language
translation status such as untranslated, unreviewed, or approved
task membership
quality issues (minor, major, or critical)
Step 8: Download translated files
Once translation and any required review are complete:
Open the project in the Vantage editor.
In the left-side content management panel, open Files.
Select the files you want to download.
Under Download, click:
All languages to download all available target language versions.
Choose languages to download only selected target languages.
You will receive a ZIP archive containing translated versions of the selected files for the chosen target languages.
Updating base content later
If your source content changes, you don’t need to create a new project or start from scratch.
Since source text cannot be edited directly in Vantage, update it by uploading a new version of the file from the Files panel in the editor. Make sure the updated file has the same name as the original.
Vantage compares the new file with the previous version and:
detects changes in the source content
reuses existing translations where the source has not changed
translates only newly added or updated content
Upload progress is shown directly in the Files panel while the new version is being processed.
Note: Updates are handled at the content unit level (for example, a paragraph), so even small edits may result in a larger portion of text being reprocessed.
For a more detailed explanation of how file updates and reprocessing work, see the Files article.
Manage project contributors
To manage users who have access to the current Vantage project, open the Contributors page from the top menu. Here you can see all users who currently have access to the project, along with their assigned languages and permissions.
To add contributors:
Click Add contributor.
Select one or more users from your Lokalise team.
Choose the target languages they can edit.
Select their role.
Add the contributors to the project.
You can also import contributors from another project in the same team.
For more information about roles, permissions, language access, and importing contributors, see Lokalise Vantage: Contributors.
Team roles and seat limits
Keep in mind that some roles require advanced team seats. A user occupies an advanced seat if they:
have a team role higher than Member, or
have project permissions higher than Translator or Reviewer
The number of available advanced seats depends on your subscription plan. If you reach the limit, you may need to adjust roles or upgrade your plan.
View and manage tasks
Learn more in the Lokalise Vantage: Tasks guide.
Open the Tasks tab to view and manage tasks assigned within the project.
When a project uses the AI + human review workflow, Vantage automatically creates review tasks and assigns reviewers based on the project's workflow settings. Languages within a task can have their own assignees and progress.
Click Open in editor to view and work on the segments included in a task.
To modify task settings, click Edit task.
You can adjust the following parameters:
Task title — update the task name if needed.
Due date — change the automatically assigned task deadline. Once a task has a due date, it cannot be removed completely.
Assignees — add or remove assignees for each language.
Assignees can only be selected from project contributors. If the person you want to assign is not listed, add them to the project from the Contributors page first.
You're ready to go
Visit the Lokalise Vantage: FAQ guide for answers to common questions.
You’ve created your first project, uploaded your content, and started the localisation workflow! From here, you can continue translating new documents or updating existing ones as your content evolves.
Need a simpler way to request translations?
If you work with trusted external stakeholders who are not members of your Lokalise team, you can give them access to the Vantage Portal.
Portal users can submit translation requests and download translated content without accessing projects, the editor, or other Vantage features. Your localization team controls the available workflows and manages translation and review in Vantage.
Learn more in the Lokalise Vantage: Portal guide.






















