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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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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Jobs may also be proposed to suppliers from the Work Status Tab when it is a CoDyt Project. |
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8: Complete Work
After job proposals have been accepted, the appropriate suppliers will need to complete the work. This can be done via the CAT editor when you have the client portal or via another preferred tool. The alternative choice will involve downloading the document, completing the translation, and then uploading it to Wordbee Translator.
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The project manager will see the following on the Jobs Tab for the project after a job has been completed:
Step 9: Generate Invoices
After all jobs have been completed, the next step will be to generate an invoice for the completed work. To generate an invoice, first click on the Project Tab when viewing the order details. Then do the following:
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To learn more about generating invoices for clients or suppliers, please see the Managing Quotes & Invoices section. |
Step 10: Finalise the Project
Next, it is time to finalise the project. When viewing the order details, you will need to click on the Projects Tab and then the Status Tab. This tab displays the work status of the project and is used to finalise translations after all work has been completed. To finalise the translation, click on Finalise Now and then click on Confirm in the pop-up window.
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The finalise translations section will appear as shown below once all documents have been finalised:
Step 11: Copy Project Documents to Order
The finalised project documents must now be copied to the order. To do this, you will need to click on Orders in the Menu Bar and select the order. Then scroll down to the Documents Section and click on Copy Files from/to Project.
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The Documents Section on the Order Details Tab will now show the finalized documents, as shown below:
Step 11: Mark the Order as Done & Rate Project
If all work has been completed, you can now click on Work Done for the order on the Order Details Tab.
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