The following settings are available for creating a new order form within Wordbee Translator:
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 may be the name of the client or your company (if the form will be used by all clients). The description is option and appears as smaller text below the header on the form.
- Header Help Text - 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 may be marked as HTML code.
- Terms and Conditions URL - 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 the order.
- Show Help in Tooltips Option - 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 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.
User Options
The User Options represent a 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 is 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 includes:
- Option Name - Required. Text will appear as a selection underneath "Type of Work" on the customized form. It should be kept short and precise to avoid confusion.
- Description - 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 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, etc.
Settings Section
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.
- Word Count Profile - Select the word count profile to count words of files uploaded by the client.
- Resource Group - If defined and a project will be created, all the memories from the memory group selected here will be used for word counts and pre-translation. The memories and term bases of the profile will also added to the project resource list (if a project is created upon submission of order).
- Machine Translation - The machine translation system to use for pre-translation of files uploaded by the client. This is optional and the system will only pre-translate texts not otherwise pre-translated from translation memories. See option above.
- Document Format Profile - The document format profile specifies exactly how text is to be extracted from uploaded files. An example might be specifying to word count and translate all texts except red colored paragraphs in a Word document. If the selected profile contains multiple options for a file type, the client will be able to choose the right option on a per file basis.
- Uploaded Files Limitations - This option may be used to limit the number of files which can be submitted in a single order. Additionally, you have the option to place a maximum file size limit when needed (expressed in mega bytes).
Accept Any Type of Files - By default, the form will accept only the file types defined in the document format profile selected above. This profile enumerates the formats that Wordbee can handle natively (extract texts, count words, etc...). 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. For example, your client will be able to directly upload .zip, .wav or .srt files. In that case, the files are saved to the project but need to be manually handled by the project manager (mark online, word count, etc).
Errors - When the order is submitted, the word count / parsing of the files will be executed following your configuration. A cost estimation can also be part of this process. Should an error occur during this process, it will never make fail the process. However, certain operations may then have to be done 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.
- 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.
Work Section
Order Settings
The Order Settings Tab provides options for configuring order details such as the deadline and domain information.
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.
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.