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Tip | ||||||
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For a step-by-step configuration guide, go to the following section
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Form Header & URL's
The first set of options to configure when creating a new order form for a client will be the form header and URL information. This information will appear at the top of the form and includes the:
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- Minimum Lead Time - Specify the earliest deadline in terms of hours from "now" that a client can select within the order form.
- Default Hour - By default, the deadline time part is preset to 12 AM, but you can change that to set it a different hour such as 6 AM.
- Configure a Delivery Time - Typically a deadline should match your work hours. For example, you may specify here that a deadline must be between 10am and 6pm.
- Domains - The domains settings may be used to configure the domains that will be displayed to the client and pre-selected on the order form when that specific user option is chosen. These settings may be configured:
- Help Message - Provides additional information to the client when clicking on the tooltip icon .
- Existing Domains - Configure existing domains that will be displayed as selection options to the client on the order form for the user option.
- Preselected - Configure any domains and/or subdomains that should be automatically selected in the order form.
- Source Languages - The source languages settings may be used to configure if language selection is a requirement for the client, to provide a help message, and to configure available or default language selections on the order form.
- Help Message - Provides additional information to the client when clicking on the tooltip icon .
- Languages - Configure the source languages that will be displayed as selection options to the client on the order form for the user option.
- Preselected - Configure any source languages that should be automatically selected in the order form.
- Target Languages - The target languages settings may be used to configure if language selection is a requirement for the client, to provide a help message, and to configure available or default language selections on the order form. As part of this configuration, you may add a help message, configure specific languages to appear on the form, and preselect languages for automatic selection on the form.
- Help Message - Provides additional information to the client when clicking on the tooltip icon .
- Languages - Configure the target languages that will be displayed as selection options to the client on the order form for the user option.
- Preselected - Configure any target languages that should be automatically selected in the order form.
- Uploading Files - This option may be used to configure whether or not the user is required to upload files as part of the submitted request. If unticked (disabled), a user can submit requests without uploading any files. This is not recommended.
- Uploading Reference Material - This option may be used to configure whether or not the user is required to upload reference materials as part of the submitted request. If enabled, a separate upload option for reference material is added to the order form when the user option is selected. Those files will be stored in a dedicated folder inside the order library.
- Instructions - A text box may be provided to let a client fill in additional instructions or comments about the order on the form. If enabled, an additional field for adding comments will reside on the order form.
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