After you have Added a New Order Form and finished Entering the Basic Information, you are ready to begin creating and configuring the options that will be provided to clients for selection on the form. Options can be anything that pertains to an order such as:
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Initially, the user options section will appear as shown below:
The purpose of user option configuration is to ensure that 
By configuring each option the user can select on the form, you ensure that everything is automated when the client fills out the form and submits an order , everything is automated to make this process easier. When the user selects an option everything may be pre-configured based on that option including: through the client portal. The user then selects an option on the form such as "Translation" on the form. Everything is pre-configured and automated for the selected option including:
- Word Counting
- Resource Assignment
- Project Creation
- Invoice Creation
- Manager Assignment
- Workflow, etc...
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Once an option has been configured, the next option will essentially be a copy of the previous user option. For additonal options, you only need to change certain configuration items such as the workflow, resource group, manager, etc. |
The following sections have been provided to help you in configuring a new order form for clients with a profile, login, and password in the system:
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Getting Started
An option is readily available for configuration and may be used to get started. Once you enter a name for the option, it will appear on the tab currently titled New Option, as shown below: 
. Note that by default, new options are created using the regular work layout, which allows you to present the classic translation - workflow features in your form.
If you want to add another option, click on Add Option to the right of User Options.
The will create a new tab for the option, which will be titled New Option. You may then enter a name for the option such as Translation + Revision.
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The Name will appear in the tab within the User Option configuration and is what will be displayed to the client when viewing work type selections on the form. In the example below, the first user option to be configured on the order form is an option for ordering Translation Services.
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Specific options for interpeting and date-based workflows are available under the Interpreting/Appointment layout. For example, you will allow your clients to set meetings for a future dates, so that your collaborators can perform a task onsite. |
After a name has been entered, you have the choice to provide a description of the option to the client. This is optional, but may be helpful to the client in choosing the right option on the form.
To enter a description, click on the text field to the right of this option and then type the desired text. The Description resides directly below the name of the option on the form and may be marked as HTML code when applicable.
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