Introduction to different COT types and COT specifications Specifying a Study ID for a given project (set up starting from CRM) Using Steering to create finalised PDF COTs Demo of digitally signing a PDF COT (Update: only wet-ink+scan or digital signatures are allowed; insertion of graphic signature is not allowed) Video last checked 20230710
OCR for PDF source files FT, BT, Comparative Review Project timeline
Quoting for files for which we translated the previous versions Quoting for files for which we did not translate the previous versions COTs reflecting scope of work for file updates projects Approaches, pros & cons to handle file updates for files that we did not translate before
Quote naming, specification and generation via Steering Fast Quote (quote automation) Quote assumptions, terms and conditions Handling of scanned PDFs Intro to handling of character-based files Supported source file types PC Team activation Mark projects as approved/rejected Package Deal (applying discount in quote)
