Steps
- Open Editing and choose New order, or use "Send to editing" on a project's files.
- Search for the project, pick the work type and choose the editor. Nobody is chosen for you.
- Drop in the raw files, or tick folders already in the Library. Add the due date and instructions.
- Click "Create and send". The editor is emailed once every file has landed.
- In their portal, the editor downloads the raws and sends the finished work back. You get a bell.
- Open the order. Tick files that are right, and flag files that need changes with a note or a mark-up.
- Click "Request changes on N" for another round, or "Approve all" when it is done.
- Use "Deliver to client" to share the finished files.
Good to know
- "Invite to portal" on the editor's record gives them their own Work page to download raws and upload finished work.
- Each order has a Message button for a live chat with the editor.
- Clients never see the editor's files until you approve them, unless you turn on "Deliver straight to client".
- Client feedback reaches the editor only if you send it on.
What it does not do
- An order needs at least one file.
- Without a portal, your team records each status change and the files move through your usual sharing channel.
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