When you configure the new order form (see here), you can set it up to be fully automated where the following occurs without intervention:
- Project Creation
- Copying of Documents to Project
- Word Counting & Cost Calculation
- Job Creation and Assignment
- Invoice Creation
The new order form saves a lot of time, because you get to configure everything upfront so that when the form is submitted, it is already taken care of in the system. When an order is submitted in this way for CoDyt Project and has been configured for full automation, it will appear as shown below:
As you can see from the image above, the status for this order is "Request"; however, you can configure the new order form to set the status for the order and the created project to be different. A cost is already present and the project has been created.
If you click on the Cost Tab,