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 page provides a general view about these settings:
Form Header & URL's
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 may be the name of the client or your company (if the form will be used by all clients). The description is optional 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 defined, it will be displayed on the order form with a checkbox and the client must accept the terms and conditions before submitting 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.
For a step-by-step configuration guide, go to the following section Configure the Form User 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 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. It can help your client understand what kind of service will be provided when selected (examples are always a good way to ilustrate this).
- 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.