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 have to be added to the system and a project must be created manually from the submitted order.
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You have the option to enter a project reference. If nothing is entered, then the system will automatically assign one for the project. 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 profiles, 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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When an order is submitted through the classic order form, you may not always know the pricing for the tasks to be completed. In these instances, it is best to choose the default standard pricelist or another standard pricelist you have created in the system. Click on the appropriate selection to continue. To learn more about creating pricelists, please see the Client Price ListsPricelists page.
Click OK once you have finished the configuration.
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For more information about marking documents for translation, please see the Upload Your Documentsyour documents page for CoDyt projects in the Getting Started Guide. |
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To learn more about setting the cost of selected documents, please see the Creating Client Quotescosts in Codyt projects page in the Managing Quotes & Invoices section. |
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To learn more about creating, proposing, and assigning jobs to suppliers for CoDyt projects, please see the Create Jobs for the Project How to modify the workflow in an existing project page in the Getting Started Guide. |
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The Documents Section on the Order Details Tab will now show the finalized documents, as shown below:
Step 10: Mark Work as Done for Client Approval
After the above steps have been completed, the order can be marked as done. This informs the client that the work is completed and allows them to review/approve the finalised documents.
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