Default quote/invoice and reference material status in the new order form

For all Client portal users, we have added new function to select a default status for quotes/invoices and another one to enable sharing in reference materials in the corresponding project.

Quotes/Invoices status

The status will be applied as soon as the translation requester has submited (and validated) their translation request.

To enable it, you'll need to open your new order form configuration, select the option for which automatic quotes or invoices are created, and select the default status from the dropdown list under the Costing section.

Reference materials

If you want reference materials to be shared upon submission of a client request, you can now active it in the new order form configuration too. Simply choose your preferred default access (full or restricted access) in the Work section of the configuration.

This new function is available for CoDyt projects only.

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