Updated Articles

  1. 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 ...
  2. 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...
  3. 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...
  4. 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...
  5. 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 ...
  6. 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...
  7. What do I do if my footnote/remarks are too long for Section 16?

    Section 16 filings limit the amount of data that can be included as a footnote or in the Remarks section of the ownership document. Each footnote can contain a maximum of 1,000 characters. The Remarks area can only contain 2,000 characters. In a...
  8. 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...
  9. 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...
  10. 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...