Popular Articles

  1. How can I add hyperlinks for my exhibits?

    How to quickly locate SEC exhibit documents and insert hyperlinks to them for the Exhibit Table.
  2. How can I set up a permanent application settings template?

    The application settings can be made permanent to prevent accidental editing. It is recommended that this action be performed by someone familiar with your network and computer set-up. Users unfamiliar with Windows User Accounts may have difficulty ...
  3. How do I create a hidden fact?

    How to create a hidden fact in Inline XBRL
  4. What do View/Edit Monetary Facts and Default Precision really mean?

    The difference between these two fields on the Add Presentation , Presentation Wizards and Presentation Properties dialog is subtle but important. Before discussing the fields, it is important to remember that on an XBRL report, a financial fi...
  5. How do I add a balance type for a custom element?

    Almost all standard monetary elements in the US-GAAP taxonomy have a normal balance type of either credit or debit, depending on the accounting principal that element represents. When creating a custom monetary element, it is a good idea to decide w...
  6. Troubleshoot: GoFiler on a server doesn't open or asks for the registration key on open and then immediately closes

    If you attempt to open GoFiler and nothing happens or if you open GoFiler and the software asks for your registration key but immediately closes after you provide the key, you may have a configuration conflict with your Citrix server and GoFiler. Ci...
  7. How do I change the default templates directory for the Project Wizard?

    The default templates directory is set to be the Templates folder in the application directory when the application is first run. You can set the template directory to a network location to ensure that all your workstations use the same templates. P...
  8. Where can I find the correct state or country code for an entry in my filing?

    How to enter state and country codes into an EDGAR submission.
  9. What are element templates and how can I use them?

    Element templates are files that you can create from XBRL reports that contain information about the elements used within that report. You can create an element template from one report and apply it to another to quickly map or “tag” the new report ...
  10. How do I import data from PowerPoint?

    PowerPoint presentations can be converted in two ways: you can bring in a snapshot or picture of each slide and you can also bring in the plain text contained on each slide.  It is a common practice to use images to represent the data as it appears ...