When 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 sections provide information about page provides a general view of these settings:
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Form Header & URL's
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For a step-by-step configuration guide, go to the following section Enter Basic Form Information |
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
optionoptional and appears as smaller text below the header on the form.
Header Help Text -
OptionallyOptionally, 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 -
ThisThis 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 acceptterms 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 submitaccept the terms and conditions before submitting the order.
Show Help in Tooltips Option -
CustomizedCustomized 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 -
IfIf 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
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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.
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For a step-by-step configuration guide, go to the following section Configure the Form Order Options |
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:
Option Name - Required.
TextThe 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 -
AA 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 -
IfIf 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
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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, etc. It is broken into three sections:
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The Settings options may be used to configure basic form information such as the default word count profile, resource group, machine translation system, etc that will be displayed to the client or used for the submitted order form.
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Accept Any Type of Files - By default, the form will accept only the file types defined in the document format profile selected above. Formats not listed or enabled in the profile cannot be uploaded by the client. When this option is enabled, users are allowed to upload any kind of file, even those that are not supported by Wordbee or not included in the document format profile.
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Errors - When the order is submitted, the word count / parsing of the files will be executed following your configuration and a cost estimation is calculated. Should an error occur during this process, the process will not fail; however, certain operations may have to be completed manually by the manager receiving and processing the incoming order. Enabling this option ensures that the details of all possible errors are added to the internal comments of the order.
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Skip Costs & Counts Setup - By default, the order process has three steps: * Fill in order form, * Preview counts and cost, * Confirmation page. Enabling this option removes the second step to make this process faster for the customer, as they do not have to wait for the counts and cost to be calculated. Instead, the customer receives an email with the order details once the process is completed.
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Order Settings
The Order Settings Tab provides options for configuring order details such as the deadline and domain information.
Order Settings for Managers
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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.
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