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The following settings are available for creating a new order form within Wordbee Translator: 

tocWhen configuring an order form for a client to use within the client portal, there are two specific configuration tasks that must be completed. The first involves the configuration of the form header and links on the form. Second, you must configure each available option for requested work and the workflow for these user options. 

The following page provides a general view of these settings:

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: 

• Header & Description - Displayed at the top of the order form and it may be the name of the client or your company (if the form will be used by all clients). The description is

  option

  optional and appears as smaller text below the header on the form. 
  

• Header Help Text -

   Optionally

   Optionally, the form renders a help link in the top right of the order form. The text you enter here will be shown in a tooltip when a user clicks the link and it may be marked as HTML code.
  

• Terms and Conditions URL -

   This

   This is the URL where the client can read your companies terms and conditions

  . If the URL is not defined, the client will not be required to accept terms and conditions to submit the order

  . If the URL is defined, it will be displayed on the order form with a checkbox and the client must

  check this box to submit

  accept the terms and conditions before submitting the order.
  

• Show Help in Tooltips Option -

  Customized

  Customized help texts may be defined for each field to help users completing the form. When enabled, users will see a help icon next to the field, which they may click on to view your help texts. 
  

• Log Selected Option -

   If

   If ticked, the name of the selected form option is included with the order instructions. This behavior is recommended as both the client as well as the manager can clearly see which form option was chosen.

Once these items have been configured, you will then need to set up the user options for selecting the type of work to be completed for the order. This might include creating user options for the type of documents, services offered, etc.

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Order Options

The

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Order Options represent

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different, individual configurations of the current form. For example, options can be defined for the type of work such as "Regular translation", "Localization", "24-hour request", "Medical translation", etc.

Each option individually specifies how words are counted, how pre-translation and costing

...

are done, and what kind of workflows are created for that specifically defined task.

For example, the "Medical translation" options would likely be configured to pre-translate using a client's medical translation memories and a workflow selecting your medical translators. 

Basic Information

First, the basic information for the option must be completed. These details must be entered for each user option displayed on the form and includesinclude:

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• Option Name - Required.

   Text

   The text will appear as a selection underneath "Type of Work" on the customized form. It should be kept short and precise to avoid confusion

  . 

  . It can help your client understand what kind of service will be provided when selected (examples are always a good way to illustrate this).
  

• Description -

   A

   A detailed description of the option shown to the user. Use this space to precisely explain the purpose of the option so that the user fully understands their selection. Text may be marked as HTML code.
  

• Help Message -

   If

   If filled in, the form shows a help icon where you can give an even more detailed description of the option to the user. Text may be marked as HTML code

  .

General Settings

The General Settings Tab provides options for configuring basic settings such as the word count profile, machine translation system to be used, document format profile, initial order status, and more. For more information, please see the General Settings Tab Options page.

Order Settings

• .

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Order Settings for Managers

The Order Settings for Managers Tab may be used to configure options for instances where an in-house manager creates the order on behalf of the client. In these situations the additional fields will appear on the order form, but are not visible to the client. For more information, please see the Order Settings for Managers Tab Options page.

Project Settings

The Project Settings Tab will only be present if you have configured for a new project to be created when the option is selected. For more information about these options please see the Project Settings Tab Options page.

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