Ribbons and Menu

In Office 2003, the functionality appears under a Disclosure Management menu item. In Office 2007, the functionality appears under a Disclosure Management ribbon. The organization of items on the Office 2003 menu corresponds to the ribbon structure in Office 2007.

Table 10. Disclosure Management Ribbon Commands

Ribbon CommandDescription
Connect/DisconnectConnect to or disconnect from the Disclosure Management server. A user name and password are required to use this command.
ManageOpens the Disclosure Management Report Manager in the Smart View pane.
RegisterPrompts for the report name of the document name. When the report name is set, Disclosure Management registers the document and stores the name in the Mapping Repository with the taxonomy mappings.
Generate XBRLGenerates an XBRL instance document on the server and downloads it to the user's computer to the specified file or path, and then opens the document in the viewer.
Generate IXBRLGenerates an in-line XBRL (iXBRL document), and then open the document in the viewer. Documents generated in iXBRL enable users to view reports in human-readable .HTML format while maintaining the XBRL metadata embedded within the same document. In the UK, it is compulsory for companies to submit their company tax return online in iXBRL format.
ExportExports documents and mappings from one Disclosure Management server environment to another.
ImportImports (copies) documents to a new server.
Duplicate ReportLaunches the Duplicated Report Properties dialog box. Duplicated report options enables you to copy document and its mapping to another physical document, specify the Disclosure Management report name and view number formats associated with mapped items.
Document PropertiesLaunches the Document Properties dialog box. Use Document Properties options to add and modify number prefixes and suffixes, specify the default scaling value on mapped numeric items, .as well as thousands and decimal separators for parsing Microsoft Word document numerical data when mapping.
OptionsLaunches the Options dialog box. Use options to select Disclosure Management server options, set decimal/precision values, configure the SEC viewer, and select to include formatting for detail tagging.
Mapping ToolDisplays the Disclosure Management Mapping Tool.
ReviewReview existing mappings relevant to the Office document in a Review tab in the Disclosure Management Mapping Tool. In Review mode, users can delete, modify, and edit existing mappings within an Office document. There are two views within the review mode:

  • Tree—Shows all the mapped data in a hierarchical view of a concept and the items that it contains.

  • List—Shows all mapped data in a tabular format.

In both views, users can navigate to the appropriate data in the Office document by selecting a mapped item in the review list.

You can also review mappings by clicking the Review tab in the Disclosure Management Mapping Tool.

ValidateValidates the mapped document using validation rules. including:

  • US SEC

  • UK HRMC

  • IRFS

Suppressed MappingsLaunches the Suppressed Mappings dialog box. This feature enables users to review currently suppressed individual cell mappings belonging to corresponding data source mappings and unsuppress mapping if necessary.
FormatLaunches the Format dialog box. Use the Format options to set positive and negative number symbols, decimal and precision values, scale by values, date formats, and string formats (rich, plain, or default).
Instance ViewerEnables you to specify the local path to the Instance document and its taxonomy, and render the instance document in a viewer.