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. Before a project can be created in the system, you will need to perform a couple of tasks. First, the order must either be assigned to an existing client or the new client must be added to the system. In most cases, the client will need to be added. The steps for doing so are shown in the next section.
To create a CoDyt project from orders submitted via the classic order form, you will need to access the order and add the client to the system. Since these steps are identical for either type of project, they are both covered on this page: Classic Order Form - Orders.
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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.
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