Registering Documents

You must register documents in Disclosure Management before mapping data. When registers the document, it stores the document (report) name in the Mapping Repository with the taxonomy mappings.

  To register a document:

  1. Open the document in Microsoft Word or Microsoft Excel.

  2. Select Connect to connect to the Disclosure Management server.

  3. On the Disclosure Management ribbon, select Register.

    Image shows Enter report name dialog box.

  4. In Report Name, enter a name and then click OK.