The classic order form can be integrated with your website and provides an easy way for new clients to request work by submitting a general order. When this form is used, the order will be viewable in the system; however, the client will not exist and a project must be created manually from the submitted order.
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A pop-up window will appear as shown below. Here you can either create a new project or attach the order to an existing project. For new clients who submit their order through the classic order form, you will want to create a new Standard or Codyt project. Tick the radial next to the appropriate project type.
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The above screen will appear differently depending on what type of project has been chosen (Standard or CoDyt). |
Standard Projects
Make certain Standard Make certain CoDyt has been selected.
You have the option to enter a project reference. If nothing is entered, then the system will automatically assign one for the project.
Since Since this is a new client in the system, a project template will most likely not be available.
Project templates can be used to streamline several tasks for new projects in the system including compatible resources, workflow, pricing, word count settings, document format profile, and custom fields. These are typically created after one project has been placed in the system for a client. To learn more, please see Project Templates in the User Guide section.Additionally, you can configure what tasks will be completed for the project (i.e.
A pricelist defines the costing for work to be done. With it you will define the currency, discounts for fuzzy matches, discounts for pre-translations, and the price per task (translation, revision, proofreading, etc.). Tick each applicable checkbox in the pop-up window to configure this information for the new project. For this example, there are no project templates and only translation + revision will be performed.
A pricelist defines the costing for work to be done. With it you will define the currency, discounts for fuzzy matches, discounts for pre-translations, and the price per task (translation, revision, etc.) and language pair (English to German, German to French,...). For orders being submitted through the classic form, you typically will not have a pricelist defined for the prospective client.
Instead, it is recommended to create a standard pricelist that can be used to get the project in the system. Later, you will be able to change this information as needed. Click on the drop-down menu for the Pricelist option and either choose an existing pricelist or click on one of the following:
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When an order is submitted through the classic order form, you may not always know the pricing for the tasks to be completed. In these instances, it is best to choose the default standard pricelist or another standard pricelist you have created in the system. Click on the appropriate selection to continue. To learn more about creating pricelists, please see the Client Price Lists page.
After a pricelist has been chosen, you will see an additional option titled "Documents to translate". By default this option is checked (recommended). This informs the system to copy every file attached by the client through the classic order form to the project being created. Click OK once you have finished the configuration.
CoDyt Projects
When creating a CoDyt Project for an order, the steps are essentially the same as with a Standard Project. However, you will not need to configure the tasks and files are added to the project in a different manner.
As shown above, you can enter a project reference, choose a project template, and will need to configure a pricelist. The steps are the same whether you have chosen standard or codyt in the pop-up window. Click OK when finished.
and language pair (English to German, German to French,...). For orders being submitted through the classic form, you typically will not have a pricelist defined for the prospective client.
Instead, it is recommended to create a standard pricelist that can be used to get the project in the system. Later, you will be able to change this information as needed. Click on the drop-down menu for the Pricelist option and either choose an existing pricelist or click on one of the following:
- Manage Pricelists - This will redirect you to a screen showing the details for your company's standard pricelist. Here you can view this information, view additional pricelist, make changes, etc.
- Add New Pricelist - Create a new pricelist for the client.
When an order is submitted through the classic order form, you may not always know the pricing for the tasks to be completed. In these instances, it is best to choose the default standard pricelist or another standard pricelist you have created in the system. Click on the appropriate selection to continue. To learn more about creating pricelists, please see the Client Price Lists page.
Click OK once you have finished the configuration.
You will be returned to the Order Details Tab. Scroll down to the Documents Section and click on Copy files from/to project.
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You can also choose to replace existing files or to not overwrite them. This option is checked by default and recommended to be enabled for any new order submitted through the classic order form. Click OK to finish copying the files to the new CoDyt project.
Copy Files to the Project
You will be redirected to the Order Details Tab. It is now possible to click on the Cost and Project Tabs for the order:
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