Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The General Settings Tab is where you will configure the word count profiles, resource groups, workflows, project, and invoicing information for the user option.

Please see the following sections to learn more about configuring this portion of the user option settings: 

...

The Show Cost Details setting contains three options and your selection will be determined from additional settings for the new user option. By default, "Hide cost details from the client in the second step of the order process" is the chosen setting. 

Image Added

If you have enabled the Skip Counts & Costs Step setting, then the default selection choice will not work as the entire second step of the order process should be skipped. Instead, you will need to select this option "Hide cost details from the client and skip the second step of the order process". This means the second step of the order form will be bypassed when completing a request. 

Image Added

However, you also have the choice of hiding the cost details without skipping the second step of the order process or simply showing the cost details to the client. Both options are applicable when the Skip Counts & Costs Step setting has been disabled (unticked).

When this option is selected in the configuration, Step 2 will appear as shown below: 

Image Added

If the cost details are displayed, the client will see the word counts and all cost information. If they are hidden, this information will not be displayed during the second step of the ordering process. To change this setting, simply tick the radial for the desired selection to the right of the setting's name. In this example, we will be showing the cost details to the client.

The second step will appear as shown below, when these details are not hidden from the client on the order form: 

Image Added

Price List & Services

...