Popular Articles

  1. How do I copy my GoFiler settings from one computer to another?

    How to move your software settings to a new computer.
  2. How do I change the precision of facts on a presentation?

    A common mistake occurs when the Default Precision and View/Edit Monetary Facts In fields are left as their default values when creating new presentations during the Add Presentation or Presentation Wizard process. Unfortunately, you cannot simp...
  3. 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 ...
  4. Why didn't the Project Wizard pickup my template?

    The most likely cause of this problem is that the default template location is incorrect. This location is set the first time GoFiler is run on a workstation. If the location of GoFiler has changed since then or if you have created your templates in...
  5. How can I copy the entries in my CIK Library over to my Reporting Owner Library?

    The Reporting Owner Library and the CIK Library are two separate libraries within the application. When the Reporting Owner Library is opened for the first time, it will contain no entries, even if the CIK Library has data within it. To quic...
  6. How do I map “Cash at beginning...” and “Cash at ending...” on a Statement of Cash Flows?

    The statement of cash flows presentation uses duration contexts to express the period for the report. However, line items on this table will often represent concepts at a particular moment in time, such as “Cash at beginning of period”. Concepts tha...
  7. How do I add new default templates to the Project Wizard?

    GoFiler uses default templates based on the form type selected in the Project Wizard . GoFiler contains three default templates (for Forms 3, 4 and 5) that can be used as examples when creating your own templates. To add additional templates for ot...
  8. How can I tell what my XBRL report will look like once filed?

    The SEC provides a free viewer so you can privately preview your XBRL reports prior to filing them. This previewer renders reports in a similar manner to the SEC Interactive Data Viewer, which is used to render XBRL reports that have been filed live...
  9. Troubleshoot: Manually Installing the SEC Previewer

    How to manually install the SEC Previewer
  10. How do I import a table to XBRL?

    You cannot directly copy a table from Microsoft Word or other word processing applications and paste it into XBRL View. If you have a Word document as your source, the document that contains the table should be brought into GoFiler and converted to ...