Adding, Deleting, or Disconnecting a Localized Copy

Add a copy. Click Create New Localized Copy, and then follow the instructions in Creating a Master Document/Questionnaire for Localization Workflow starting with step 8.

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Delete a copy. Select one or more copies, click Delete Selected, and then click Yes.

Important: You can only delete a localized copy from within the Localization Workflow step while the copy is in Predraft status and if the master document/questionnaire is not in Archived status.

Disconnect a copy. Before disconnecting a localized copy consider the following:

• You can disconnect both newly created copies and copies connected as existing draft documents/questionnaires.
• You can disconnect copies while they are in the Predraft, Draft, Collaboration, Review, or Approval status. Approved copies (in Pending or Published) cannot be disconnected.
• You can disconnect unapproved copies while the master document/questionnaire is in any status, including Archived.
• If a copy's Master/Copy Mode setting is Sync & Auto Assign or Sync & Auto Assign & User Master's Read Interval, all auto-assigned reader tasks are removed from a disconnected copy and are no longer trackable from the master copy. Reading assignments made directly within the copy are retained.
• If the copy is in Predraft status, it is permanently deleted (NOT moved to the Archive) as soon as it is disconnected.

If you still want to proceed, select one or more copies, click Disconnect, and then click Yes.

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