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Setting Up Localization Workflow

Important: The Localization Workflow module is an optional feature and must be purchased. If you have questions about or want to purchase the Localization Workflow module, call Customer Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

After purchasing the Localization Workflow module, setting it up consists of activating the feature using a special registration code and then enabling the feature in templates.

Activating Localization Workflow

If you purchase the Localization Workflow Module, you will be given a new registration code that enables this feature module. Submit the new registration code using Registration Info in System / IT Settings (see Registration Info for help).

Enabling Localization Workflow in a Template

Once Localization Workflow has been enabled within PolicyTech, you must enable this feature in one or more templates before document owners can use the feature while creating or editing a document or questionnaire.

Click System Settings, click Document Setup, and then click Templates.
Create a new template (see Creating a Template) or click an existing one to open it.
With the Properties Wizard tab selected, click 8. Localization Workflow.

Note: If you don't see step 8. Localization Workflow, then the module is not currently enabled. If you have purchased the module, make sure that the new registration code has been submitted in Registration Info in System / IT Settings. If the step is still not available, then the license that includes Localization Workflow may have expired. Call Customer Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123 for help.

Select Enable Localization Workflow, and then click Save or Save and Close.

Inform document owners that Localization Workflow has been enabled for this template and refer them to Working with Localization Workflow.