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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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. 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.
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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.
You will be redirected to the Order Details Tab. It is now possible to click on the Cost and Project Tabs for the order:
If the order is viewed again by clicking on Orders in the Menu Bar, you will now will now see an Icon underneath the Project Column to show that a project exists for the order.
Now that the project has been created in the system, you will be able to make pricing changes, mark the document for translation, perform a word count, calculate the cost, create quotes, propose jobs to suppliers, and generate invoices for completed work.
To do so, click on the Project Tab to access the project details for the order.
The Project Details Tab will appear as shown below:
Step 2: Mark Documents for Translation
Click on the Documents Tab and then right click on the appropriate source document. Then choose Translate Yes/No and Mark for online translation.
Then click on Next in 
Yes, online is selected by default; however, you can choose to translate offline or to mark the document for no translation. Click on the radial for the appropriate option and then click on Confirm in the pop-up window. Make
Then make any needed configuration changes to text extraction rules, etc. and click on OK to finishon Confirm again.
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For more information about marking documents for translation, please see the Upload Document(s) page in the Getting Started Guide. |
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