Teams can discuss and approve documents created in Filestage. The Lexeri integration automatically checks the documents uploaded to Filestage for correct terminology and displays the result of the check alongside the colleague's review in Filestage.
You can easily set up the integration in the settings of your termbase.
What you need
All you need is an API key from Filestage. This allows Lexeri to access the Filestage API, to be informed about new review projects and to access documents to be reviewed.
In Filestage
To create a new API key in Filestage.io, click on "Teams" in the main menu and switch to the "API" tab. Here you can create a new API key by clicking on "Generate API key":
The API key is displayed in the dialog that opens. Copy this to your clipboard and switch to your termbase in Lexeri.
In Lexeri
In Lexeri, switch to the settings of your termbase and then to the "API" tab. At the bottom of the page you will find the "Integration" section. Click on "Add" and select "Filestage.io" from the list that opens.
A dialog opens in which you can copy the API key you have just generated and select a language to be used for the term checks to be carried out. Finally, click on "Save" and the integration will be created:
How it works
Once you have created the integration, a new reviewer group with the name "Lexeri" is created each time a new project is created in Filestage.io.
As soon as you upload a document to a project with a Lexeri reviewer group, it is automatically checked by Lexeri. A new review is created in the reviewer group.
Display of the term check result
As soon as the term check has been successfully completed, the status of the review is updated according to the terms found. If prohibited or obsolete terms are found, the status is set to "Needs changes". If no or only preferred and recognized terms were found, the status is set to "Approved".
For each prohibited or obsolete term, a comment is created by Lexeri in the review. The comment contains a note on which term was found, as well as the usage note and a link to the term entry in Lexeri. The user who created the API key is displayed as the author of the comment.
Pause term checks
If you do not want Lexeri to automatically check the documents for a project, you can remove the "Lexeri" reviewer group for this project. If Lexeri is removed, it will not download and check the documents from Filestage.
Delete integration
In the termbase settings, you can easily delete the integration using the delete icon. Lexeri then no longer has access to documents or the Filestage API.