Auto Tagging the Disclosure Management Report
After you register, and load your taxonomy, you can proceed to auto tag on the Disclosure Management report.
Before you begin the Auto Tag process, you must ensure that all the required pre-requisites steps are verified:
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You must ensure that all the Word doclets are checked-in, before you work on it.
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You must ensure that the formatting options at the report level are set correctly, such as the date format and the negative number format.
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At least one Context must be defined, before performing Auto Tag.
Note:
It's recommended that you validate the tags after the Auto Tagging process is completed for each doclet. You can validate the Auto Tagged items by reviewing them using the existing functionality.
Reviewing MappingsWatch this overview video: Mapping Disclosure Management Reports in Narrative Reporting Cloud.
-- Mapping Disclosure Management Reports in Narrative Reporting Cloud.
Note:
After the Auto Tagging process is completed, the doclets that were selected to be auto-tagged are checked-out. You must validate each doclet before check-in, and then refresh it into the Disclosure Management report.
Performing Auto Tag on the Disclosure Management report in Smart View
To Auto Tag the Disclosure Management Report, perform these steps: