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Lokalise Vantage: Onboarding guide

Learn how to get started with Lokalise Vantage in minutes.

Written by Ilya Krukowski

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

You must have at least the team admin role to create projects in Lokalise Vantage.

Existing Lokalise users get access to Vantage out of the box, and you can invite anyone in your company to translate without consuming any advanced seats.

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:

  1. Go to your projects dashboard by clicking the Lokalise logo in the top-left corner.

  2. Switch to the Vantage tab.

Once you switch, you will see the Vantage dashboard where you can create projects and manage content.


Step 1: (Optional) Add translation assets

You can skip this step and start translating immediately. However, assets added later will not apply to translations that were already generated.

Learn more in the Translation assets guide.

Vantage uses one shared Glossary and one shared Translation Memory (TM) for the entire team. If your team already uses Lokalise Expert, you can import existing assets.

Glossary

Export the glossary from a project in Lokalise Expert. To achieve that, simply open your Lokalise Expert project, switch to the Glossary tab, and click More > Download CSV:

Translation memory

To download the TMX file, proceed to Team settings > Translation memory, find the translation memory you want to export, and click Download as TMX file:

After exporting the files, upload them to the Assets in Vantage. You can do this from:

  • the Assets tab inside a Vantage project

  • the side navigation in Vantage

When creating a new Vantage project, you will also be prompted to import your glossary and/or translation memory during the setup process.

These assets will be automatically used during translation.


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 upload your TM, glossary, or add glossary entries manually.


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: Add glossary terms

You can optionally add glossary terms that should be used consistently across translations. To do this, click Add new term:

Glossary terms are shared across all Vantage projects within your team, so any terms you add here will be applied automatically in future Vantage projects.

The following dialog will appear:

  • Term — enter the term you want to add.

  • Description button — click to add an optional description for the term.

  • Non-translatable — enable this option if the term should remain unchanged in all languages.

  • Case sensitive — specify whether the term is case-sensitive. This is useful for acronyms such as "PNG" or "LLC".

  • Add another — enable this option to keep the dialog open after clicking Add term, allowing you to quickly add multiple 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 the system evaluates translation quality and sends segments that may need attention to reviewers.

When selecting this option, you'll be asked to:

  • choose the review scope

    • review all translations

    • review only segments with quality issues

  • assign reviewers

You will also assign default reviewers per target language. These reviewers will automatically receive review tasks when the project is created. Default reviewers cannot be changed after project creation.

Available options include:

  • Full review — reviewers check all translations. This provides the highest level of accuracy.

  • 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 critical issues are sent for review, allowing the process to remain fast and cost-efficient.

Note about 100% TM matches

All the review options listed above do not include 100% TM matches.

What are 100% TM matches? If a segment in your content is an exact match to a translation already stored in your Translation Memory (TM), Vantage will reuse 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 this process Vantage automatically:

  • segments your content

  • applies translation memory matches

  • generates translations for all target languages

  • runs quality checks

  • routes segments that need review

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)

  • 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.

Approved segments are automatically added to the 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.

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

View Statistics dropdown

To focus on specific segments, use the Filters dropdown.

View 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 review are complete:

  1. Go to the Files section.

  2. Select the files you want to include in the download bundle.

  3. Click Download.

You will receive a ZIP archive containing one file for each target language. The original document layout and formatting are preserved.


Updating base content later

If your source content changes, you don’t need to create a new project or start from scratch.

Since the source text cannot be edited directly in Vantage, you can update it by uploading a new version of the file from the Files tab. Make sure to use the same file name as the original document.

Vantage will compare the new file with the previous version and:

  • detect what changed in the source content

  • reuse existing translations where nothing changed

  • translate only updated or newly added content

Note: Updates are handled at the content 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:

Here you will see a list of all users who currently have access to the project, along with their assigned access rights.

To add someone to the project, click Add contributor.

You can add both existing team members and new users as project contributors. Start typing a name or email address:

  • Select an existing team member from the list

  • Or choose Invite "[email]" to invite a new user to the team and add them to the project

For more information about roles and permissions, see the Contributors article.

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.

For example, if you selected the AI + human review workflow when creating the project, a Human review task is automatically created for each target language.

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 (it automatically includes a prefix representing the task type; for instance, "RE" stands for "review")

  • Due date — optionally set a deadline for the task

  • 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, make sure they have first been added to the project as a contributor (see the Manage project contributors section above).


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 your team includes non-technical stakeholders (such as marketing or support), you can use the Vantage Portal.

The portal allows users to submit translation requests in just a few steps, without accessing projects, the editor, or other Vantage features. Your team still manages everything on the Vantage side.

Learn more in the Lokalise Vantage: Portal guide.

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