12 Performing Auto Tag for SEC Jurisdiction

To use the Disclosure Management Auto Tag feature, you must need to know the following:

Note:

• Verify that Document Entity Information (DEI) is present and tagged.

• Ensure that the report level settings are properly set for date format and negative number format.

• At least one Context must be defined, before performing Auto Tag.

Before performing Auto Tag, you need to know the following considerations:

Note:

• Auto Tagging currently works for SEC Jurisdiction only.

• 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	Create an another Quarterly Filing 2017—Q2 folder within the Quarterly Report Filing folder. Import the previous quarterly report from a common folder (Quarterly Report Filing)	Importing the Quarterly Report in Narrative Reporting Web
Opening a Document in Disclosure Management	Open the Disclosure Management report in Smart View Microsoft Office In the Smart View Panel, the newly created library folder is now available for the Disclosure Management users Expand the folder structure, and view the document that is available for both Disclosure Management and Narrative Reporting Web users	Opening a Disclosure Management Report
Working with Taxonomy Manager	Key highlights of Taxonomy Management: Upload and register new taxonomies Refresh the taxonomy list	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.