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Step 5: Copy Files from Project

Manual Steps

When minimal automation is configured for a CoDyt project in the new order form, the steps are quite similar to what you would need to do when an order is submitted through the classic order form for a new client. 

Since the client is already in the system, you will need to complete the following tasks To manually manage an order where automation has not been configured in the new order form: 

1. Create the project.
2. Copy files to the project.
3. Mark the document for translation.
4. Set the cost and generate a quote.
5. Send the proposal to the client.
6. Create and assign jobs. 
7. Create an invoice.
8. Finalise the translations.
9. Mark the work as done. 

For simplicity, these steps and supporting information can be found on the following page: Classic Order Form - CoDyt Projects.