An order may be submitted via your website by using the classic order form or through the client portal with the new order form. The New Order Form can be used to submit orders for clients who are already in the system. The order may be submitted by an internal user or can be submitted via the client by logging into the client portal.
This order form can be configured to automate the entire ordering process from submission to work delivery. To learn more about configuring the new order form for a client, please see the New Order Form section underneath Administration.
The following sections will show you how to complete an order submitted via this form from project creation to work delivery for both Standard and CoDyt projects as well as show the required steps when the process has been automated in the system.