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Linked Localized Copies Report

As a master document or questionnaire owner, you can use the Linked Documents report to generate a list of localized copies linked to selected master documents.

Click Reports.
Click Document Reports, and then click Linked Documents.

Select one or more master documents or questionnaires (for detailed instructions, see Selecting Documents), and then click OK.

Note: Master document titles are preceded by a down arrow ().

(Optional) Click Arrangement and do any of the following:

To change the default report columns, click Show/Hide Columns, and then click to clear a check box.

By default, the document/questionnaire sort order in the report is ascending by title. To change what the documents/questionnaires are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.

Click Detail Options, and then click Show localization workflow documents.

Click Output Format, and then click Standard or Microsoft Excel Raw.

Click View Report.

If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, a separate browser window opens along with a Windows system prompt. After opening or saving the file, close the browser window.