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A Codyt Project can be set up to be fully automated when using the new order form; however, if you have set it up differently, a few tasks might need to be done manually. The following sections provide insight on what steps are required when managing orders in both ways:
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Fully Automated Orders
The new order form saves a lot of time, because you get to configure everything upfront so that when the form is submitted, it is already taken care of in the system. When an order is submitted in this way for CoDyt Project and has been configured for full automation, it will appear as shown below:
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Folders for each language will be added in the documents section and you will be able to see each file that was copied from the project. Once this step is completed, you will be able to mark the work as done so the client can review the work and approve it.
Manual
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Orders
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:
- Create the project.
- Copy files to the project.
- Mark the document for translation.
- Set the cost and generate a quote.
- Send the proposal to the client.
- Create and assign jobs.
- Create an invoice.
- Finalise the translations.
- Mark the work as done.
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Step 1: Mark Documents for Translation
Step 2: Set Cost & Create Quote
Step 3: Send Proposal
Step 4: Create and Assign Jobs
Step 5: Create an Invoice
Step 6: Finalise Translations
Step 7: Copy Files from Project