Importing the Quarterly Report in Narrative Reporting Web

To import the previous quarterly report from a common folder:
  1. To import the report file from Quarterly Report Filing folder to Quarterly Filing 2017—Q2 folder, perform these steps:
  2. Navigate to the Quarterly Filing 2017—Q2 folder where you want to import, and select the gear icon menu in the upper right corner of the Library, and then select Import.
  3. In Import box, select Library, and click Browse, and then select the Export - Quarterly Report Filing.zip file to import.
  4. Select Current Folder where you want to import. For example: Quarterly Filing 2017—Q2 is the current folder.
  5. Select Overwrite Existing Objects to replace any existing artifact with the new imported artifact.
  6. Select Include Access Permissions to include the already defined access permissions on the imported artifact to the existing one. Then select OK.
    The import process runs in the background. Check Messages to view the notification once the import is complete. Verify the library folder you specified to check that the file has been imported.

    Note:

    After importing the Disclosure Management Report, you can rename the Disclosure Management report.

    In Narrative Reporting Web User Interface, click on the Disclosure Management report, select the gear icon 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.