Creating and editing copy orders

Project Portal provides a wizard to guide you through the steps of creating a copy order for a print house that you select. Like all other documents created by Project Portal, copy orders can have more than one type. For the names and purposes of the copy order types defined in your workspace, consult with a system administrator.

To create a copy order:

1. Place the documents that you want printed on the Clipboard as described in Adding items to the Clipboard. You must select at least one document.
2. In the page header, click the Copy order tab. The Copy Order Creation Wizard window opens and the first wizard page appears. The shaded box at the top of the page show the current step within the multi-step copy order creation process. Click the link in any box to jump to the corresponding step in the wizard.
3. Click options or type values using the descriptions in the following table.
4. Click Next. The file selection page appears. The current contents of the clipboard are listed.
5. Select the documents that you want to include in the copy order.
6. Click Next. The order information page appears. The documents that you selected are listed.
7. Type or select values that specify how to print and deliver each document in the list.
8. Click Next. The distribution list page appears.
9. Type names in Recipient (Project Portal user), Distribution group, or Recipient (freeform) and press Enter to add the desired recipients to the Distribution List. For individual recipients, you can override the default copy order options that you have set far by enabling Override doc’s and selecting specific values.
10. Click Create copy order. The copy order is created and shown in the last wizard page.
11. Click a button to continue working.

Copy order basic information

Property	Description
Copyorder name	The name of the copy order. The default is Copy order - <YourLastName>, <YourFirstName> - <Date>.
Orderer Information	The name of the person that created the copy order. The default is your name.
Payer Information	The organization to invoice for the copy order.
Additional Information	Additional instructions for the print house to fulfill the copy order.