Directly Edit a Synced Questionnaire

  1. Open the localized copy of the document or questionnaire while it is in the Draft, Collaboration, Review, or Approval status.

Note: In a document/questionnaire list, a localized copy title is preceded by an up arrow (↑).

  1. Click the Edit Questionnaire tab. The questionnaire appears exactly as it was created in the master document, with the exception that the alert appears next to each piece of text that can be considered for localization (be translated or otherwise modified for your location).

Notes:

  • The alert is hidden for a specific piece of text once it is modified in any way and no longer matches the text in the master questionnaire.
  • At any time while working on the questionnaire you can click Compare to Master to open the master questionnaire in a separate browser window.
  • To clear all alerts, click the here link in the alert at the top of the questionnaire.

  1. To localize section heading text in a document questionnaire, in a section heading, click the text, make needed changes, and then click Save.
  2. For each question you need to localize, click after the question text, and then do any of the following:
  1. In the Question window, click Save and Close.
  2. Click Questionnaire Settings, and then localize the Questionnaire Introduction text.
  3. Click Save.