12 Performing Auto Tag for SEC Jurisdiction
To use the Disclosure Management Auto Tag feature, you must need to know the following:
Note:
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Verify that Document Entity Information (DEI) is present and tagged.
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Ensure that the report level settings are properly set for date format and negative number format.
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At least one Context must be defined, before performing Auto Tag.
Before performing Auto Tag, you need to know the following considerations:
Note:
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Auto Tagging currently works for SEC Jurisdiction only.
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Currently, Auto Tagging does not automatically tag excel doclets.
Table 12-1 Performing an Auto Tag procedure in a Disclosure Management Report
Tasks | Perform these Sub Tasks | For More Information |
---|---|---|
Importing the Quarterly Report in Narrative Reporting Web |
|
Importing the Quarterly Report in Narrative Reporting Web |
Opening a Document in Disclosure Management |
|
Opening a Disclosure Management Report |
Working with Taxonomy Manager |
Key highlights of Taxonomy Management:
|
Working With Taxonomy Manager
- Registering XBRL Taxonomies in Narrative Reporting Cloud Disclosure Management Video. |
Changing the Taxonomy in Mapping Tool |
Changing the Taxonomy affects all existing mappings that are associated in the report. |
Changing the Taxonomy in Mapping Tool |
Verifying Document Entity Information in Disclosure Management |
The Document Entity Information (DEI) when tagged with XBRL, properly identifies the company and the filing reporting period. |
Verifying Document Entity Information in Disclosure Management |
Auto Tagging the Level 1, Level 2, Level 3, and Level 4 Tags |
Auto Tag Level 1, Level 2, Level 3, and Level 4 tags in a Disclosure Management report. |
Auto Tagging Level 1, Level 2, Level 3, and Level 4 Tags |
Performing Auto Tag Process in Disclosure Management |
The Auto Tag operation can be performed on individual doclets in the Disclosure Management report. This enables collaboration of multiple users working in the report. |
Auto Tagging the Table Cells in a Word Doclet |
Reviewing Mappings in a Report |
The Review tab enables you to review all the existing mappings relevant to the Office document. |
Reviewing Mappings
Watch this overview video: Mapping Disclosure Management Reports in Narrative Reporting Cloud. - Mapping Disclosure Management Reports in Narrative Reporting Cloud. |