Create a localized note

Procedure

  1. In PolicyCenter, open a policy and choose Actions > New Note to open the New Note worksheet at the bottom of the screen.
  2. If you click Use Template:
    1. In the search screen that opens, set the Language field to your chosen language and set the other search fields as necessary. If an email template for the language exists, PolicyCenter displays it in Search Results.
    2. Click Select. PolicyCenter returns to the New Note worksheet with the selected localized template.
  3. Complete the rest of the worksheet fields as needed. You can enter text in your chosen language in appropriate fields to further localize the document.