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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You can create the document from translated segments when using the CAT Editor or may upload the translated document when the work is performed with another tool. Either click on Create or Upload in the pop-up window.
Enter a new name if desired and then click OK.
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9: 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.
Click on Copy files from project in the provided drop-down menu.
The following pop-up window will appear. Here you can expand each item and check the documents you want to copy from the project to the order. Tick each checkbox to make selections.
You may also change the destination folder for the copied files (if desired). By default the files are copied to the appropriate language folder (English, French, German, etc.). Additional options include changing the file name and disabling the options for overwriting existing files. Once finished, click on OK to copy the files to the order.
The Documents Section on the Order Details Tab will now show the finalized documents, as shown below:
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10: Mark the Order as Done
If all work has been completed, you can now click on Work Done for the order on the Order Details Tab.
In In the pop-up window, you have the option to send a message to the client and to enable/disable email notifications. Click on OK when finished.
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Optional: Rate Project
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Once the the above steps have been completed, the Order Details Tab will appear as shown below when viewing the order. You have the option to rate quality, timeliness, source text quality and more. To learn more about ratings, please see the User Ratings section in Administration.
The Order Details Tab will look similar to what is shown below once ratings have been added:
The completed project will appear as shown below:
