Accessing Localized Copies from within the Master Document/Questionnaire

You can use the Localization Workflow step in the master document's or master questionnaire's Properties Wizard to access localized copies while the localized copies are in any workflow status (Predraft, Draft, Collaboration, Review, Approval, Pending, Published, or Archived). You cannot, however, delete a localized copy from within the master document/questionnaire after the localized copy has been approved and moved to Pending, Published, or Archived status.

Important: As the master document/questionnaire owner, you will continue to have access to all localized copies even if the owner of a localized copy selects a security level that would normally exclude you. Also, while you can only assign a localized copy to sites you have access to, a localized copy owner may have access to additional sites and could assign the localized copy to a site you don't have access to. In this case, you will still have access to the document/questionnaire but only by directly accessing it. You can click the document/questionnaire link in the Localization Workflow step or enter the document/questionnaire URL in your browser (see Viewing a Document's or Questionnaire's URL).

  1. Open the master document or questionnaire, click the Properties Wizard tab, and then click Localization Workflow.

Note: In a document/questionnaire list, a master's title is preceded by a down arrow (↓).

  1. Make needed changes, and then click Save. See the following topics for detailed instructions.