1. Working with Disclosure Management for Narrative Reporting
  2. Publishing Disclosure Management Reports
  3. Using Disclosure Management for EDGAR HTML Generation
  4. Formatting Guidelines

Formatting Guidelines

Formatting considerations are important when creating your Disclosure Management documents to ensure the proper look-and-feel of the resulting EDGAR HTML document. It is the filer’s responsibility to create and maintain the desired formatting within the Disclosure Management reports and doclets using standard Microsoft Office capabilities.

Based on the final formatting within your documents, Disclosure Management will provide the most accurate representation possible when publishing the content to EDGAR HTML.

This topic provides suggestions, recommendations and limitations related to the preparation of a Disclosure Management report that customers can follow to ensure that Disclosure Management produces the desired EDGAR HTML output. While Disclosure Management cannot guarantee a 100% seamless transformation of a Disclosure Management report to EDGAR ready HTML, following the guidelines and recommendations described here will produce a truer representation of the Word document.

Note:

To preserve visual fidelity with your final report, Oracle recommends that you use Internet Explorer to render EDGAR documents.

Doclet Considerations

The following considerations describe how doclets affect the overall pagination of the Disclosure Management report:

  • Empty Paragraph: By default, Disclosure Management adds an empty paragraph before a doclet is inserted in the Disclosure Management report. This can produce unexpected spacing between multiple doclets.

  • Define Page Breaks: Oracle recommends adding a hard page break (using CTRL + ENTER) to separate the doclets where possible.

  • Hidden Doclets: Hidden doclets will not be included in the EDGAR output. By default, Disclosure Management removes all empty paragraphs surrounding the content of the hidden doclets. In some cases, there may be some empty paragraphs that remain before the content of the hidden doclet. Ensure that all extraneous spacing is removed at the end of doclets.

  • Hidden Doclet Location: Where possible, add hidden doclets at the end of the Disclosure Management report. This will avoid some pagination issues that may occur if a hidden doclet is intermixed with non-hidden doclets.

Columns

Word lets you divide the document into "newspaper style" columns. This can enhance the formatting of the document. These columns are supported as EDGAR HTML output.

Splitting a single table across multiple columns is not supported. If you want to have a long table split the rows across multiple columns, you must create as many tables as there are columns to ensure same "look and feel" in the generated HTML.

Horizontal Lines or Rules

Do not use images (such as GIF or JPG files) for displaying horizontal lines or rules in a Word document. All images in the Word document will produce individual graphic files during the HTML conversion. This processing can take a long time if the image exists in a header or footer. Word provides several built-in solutions for adding horizontal lines within a paragraph:

  • Insert Horizontal Line: From the Borders menu of the Home ribbon in Microsoft Word, select Horizontal Line to insert a horizontal line where your cursor is located. The horizontal line's properties can be edited by double clicking on it.

  • Paragraph Borders: Use a paragraph border to create a horizontal line in a Word document. To reduce the width of the line, modify the Right Indentation paragraph property.