- Using Microsoft Office, open a blank word document that you want to use it as a Disclosure Management report.
- On the File menu, click Save.
Enter a file name, and then click Save. The Disclosure Management report is saved locally.
Note:Ensure that the Disclosure Management report contains required fonts, page layout, and styles within the document.
After creating or importing the Disclosure Management Report (Rolling Forward report in Narrative Reporting), you can rename the Disclosure Management report.
In Narrative Reporting Web User Interface, click on the Disclosure Management report, select the menu in the upper right corner of the Library, and then select Rename.
In the Rename dialog, you can rename the newly imported Disclosure Management Report to a unique file name, and then click OK.