The classic order form has several pre-defined default settings, which may be customized within the system to create a tailored form for any user placing an order through the client portal or users who do not have a login in the system. The classic order form is the public form for submitting requests to your company.
At the top of these settings you will see the URL for your classic order form. These Wordbee Translator settings This URL may be used to customize the classic form shown to allow invdividuals to place orders who are not registered clients or users of the system. The Classic Order Form will appear as shown below to unregistered users.
For users who do have a login, they may go to Orders > New Order > Go to Classic Order Form and will be able to use the Classic Order Form for ordering. It appears as shown below to internal and external clients:
| Note |
|---|
Please note that the image above is for an inhouse client (your company), which allows for client selection. However, if the user is an external client, the name of their company will automatically be filled in. |
To make changes to the settings for the classic order form, first Access the go to Settings > Client Portal > Classic Order Form Settings and then click on Configure. Then click on Edit in the upper right corner of the screen.
...
Here you can make changes such as entering a URL for acceptance of general terms & conditions by clients, customizing languages, configuring a default country selection on the form, and more. This will ensure that the appropriate information is entered or selected within the order form by clientsusers.
| Tip |
|---|
Remember to click on Save once you have finished making all changes. |
...
An entered URL will appear similar to what is shown below. When the client is sent an order proposal, they will be re-directed to this URL and must accept these terms and conditions.
Order Form
The Order Form section contains options that are specific to the work being ordered within the classic order form. This includes the source languages, target languages, default deadline time, default country, etc.
...
The Default Country will appear on the classic order form just below the address and contact informatinoinformation, as shown below:
Default Source Language
...
Just as with source languages, you are able to to select specific what target languages appear as selection options within the classic order form and may cofigure configure one as a default selection within the form.
...
The default target language will appear as an automatic seleciton selection in the classic order form as shown below:
...
Allow Clients to Upload/Delete Files After Submitting a Request
Additionally, This setting determines when more files may be uploaded and deleted after a request is submitted may be configured. The default setting is to not allow the uploading and deleting of additional files after submission.
...
- Allow Uploads While Request is Not Processed - A client can change files but only until you have processed the request (proposal sent to client). This permits the client to make corrections right after submitting a request. Changes are blocked once the status has changed to 'Proposal' or later.
- Allow Uploads Until Work Started - A client can change files but only until work is ready to start (proposal sent and accepted by client). Changes are blocked once the status has changed to 'In progress' or later.
- Allow Uploads Until Work Closed or Cancelled - Not recommended. Clients can change the files at any time. Editing is finally and automatically disabled when the order is closed or cancelled.
...