In order to create a request, click Create a request on the Dashboard. You can decide whether you want to Request a quote or Request an order.
In the following example, we will request a quote.
The steps involved in creating a request are visible at the top of the page, which means that you can always keep track of your progress. The current step is highlighted in bold. Completed steps are marked with a tick, but you can still access them again for further editing. At the bottom of each page, you have the option of going to the next step or returning to the previous step. Any changes you have made will be automatically saved in the process.
Step 1 – General
Enter basic information on the project, such as the project name, the scope of service (in this case Translation, Editing, and Proofreading) and the delivery date.
Step 2 – Languages
Select the source and target languages and click on the plus button. If applicable, specify alternate delivery dates for different languages. These language combinations can also be saved as a default for future requests.
You can also specify if there are different source files for each language combination by selecting the corresponding checkbox. As a result, a different sub-folder is created for each language combination in the project folder.
At least one language combination must be selected before the request can be created.
Step 3 – Project Files
Upload the source files and any additional reference materials via FileManager.
You can also upload the files by selecting them in your operating system’s file explorer and dragging them into FileManager.
If there are different source files for each language combination, then a separate sub-folder will be created for each language combination in the Source directory. When a quote or order is created from the request, the documents will be copied or moved to the corresponding item folder. When all files have been uploaded, close the window
Step 4 – Summary
Now you can check the information you have entered. The information is initially displayed in “Read-only” mode. If you hover over one of the sections with the cursor, the Edit button appears, which you can click on to edit the information once more. Changes can then either be saved or discarded by clicking on Save or Cancel.
To complete the request, enter your email address under Send request confirmation to.
The options displayed here vary depending on whether you want to request a quote or place an order.
If you want to request a quote, enter a due date for the quote. Click on Request a quote to send your request to the project manager or account manager, who will then send you a confirmation by e-mail.
If you want to place an order, click on Request an order and your project manager or account manager will send you a confirmation by email.
