The New Order Form can also be used to automatically generate a standard project when an order is submitted. For standard projects, you can choose to automate every step required to begin conducting work or only automate specific steps such as (project creation, word counts, invoice creation, etc.) Regardless of how the form is set up, a couple of steps will be required to deliver the completed work.
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To learn more about completing a word count for Standard projects, please see the Count Words page in the Getting Started Guide. |
Step 5: Generate a Quote
The client will already have a default pricelist in the system since they have previously submitted orders. For the project, you will need to click on the Cost Tab when viewing the order and then click on Add New.
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To learn more about finalising translations, please see the Finalising Translations page in the Getting Started Guide. |
Step 9: Copy Files from Project
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After all other steps have been completed, you will need to copy the project files to the order. To do so, complete these steps:
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