Authoring content and deliverables in multiple languages

If multiple languages are supported in your product, you can author the content and deliverables (and make changes to existing ones) in more than one language.

Note: Authoring in multiple languages can be done by firm authors in the firm template or staff members in an engagement file.

This topic describes a use-case for authoring French content and deliverables in a firm template or an engagement file. You can use this use-case as a reference. Note that, you must repeat the steps listed in this use-case for each language that you need to author content and deliverables for.

Assumption: English content and deliverables have already been added and authored in the template.

Before you start

  • Ensure the language (or languages) that you need to author in are active. For detailed instructions, see Content language.

  • Ensure you have the translated content for all the languages that you need to author in. The application does not automatically translate text.

  • Switch the Content language of the template to the language you want to author in (in this use-case, switch to French)

    Note: On carry forward, the selected language in the current period file is carried over to the next period's file.

How to switch content language in your template.

Rename folders, subfolders, documents and placeholders

To rename folders, subfolders, documents and placeholders:

  1. Go to the Documents page.

  2. Rename each folder, subfolder, document and placeholder.

  3. For each item:

    1. Select More actions () | Edit.

    2. Enter the french name and identifier of the folder or subfolder, document and placeholder.

Add the french content

Here is the recommended approach to adding the french content.

Letters/memos

Add a french version for the letter or memo content, then set them to only show if the selected content language of the template is french.

To author content in letters and memos in french

  1. Select +New section to add a section for each piece of content that needs to have a french equivalent.

  2. Enter the french content in the corresponding section.

  3. Add the following visibility logic for each french section.

    1. Select More actions () | Edit.

    2. Select Edit Visibility, then select Language from the Add Condition drop-down.

    3. Set the Content language is parameter to French.

    4. Change the condition logic to Show.

  4. Here is what the condition setup should look like.

Checklists and queries

Add the french versions of each procedure and query question.

To author checklist procedures in french:

Open the checklist and select Edit (). For each procedure:

  1. Select the procedure description.

    The formatting toolbar displays..

  2. Select Add Data Link () from the toolbar.

    The Data Link dialog opens.

  3. At the Dynamic Text tab, add the french description of the procedure in the Output field.

  4. Select Save.

  5. If required, select the Summary field above the description to enter the French summary for the procedure.

To author the french query questions:

Open the query document. For each query question:

  1. Select the description of the query question.

    The formatting toolbar displays..

  2. Select Add Data Link () from the toolbar.

    The Data Link dialog opens.

  3. At the Dynamic Text tab, add the french description of the question in the Output field.

  4. Select Save.

  5. If required, select the Summary field above the text to enter the French summary for the query question.

Financial statements

Add a french version for the financial statements content, then set them to only show if the selected content language is french.

Note: Trial balance groups are automatically display in french once you switch the content language.

To author financial statements in french:

  1. Add french content in the desired areas.

  2. For each area:

    1. Select Add () | Text section.
    2. Enter the french content.
    3. Set up the visibility logic to have the content only display when the content language is french.
  3. Add the french note disclosures:

  4. For each note:

    1. Go to the Document Map and select Add () | Create Note.
    2. Enter the french note.
    3. Set up the visibility logic to have the note only display when the content language is french.

To set up the visibility logic for each french area and note:

  1. Select More actions () | Edit Visibility.

  2. Select Language from the Add Condition drop-down.

  3. Set the Content language is parameter to French.

  4. Change the condition logic from to Show.

  5. Here is what the condition setup should look like.