Add/Apply/Update clone

     The cloning functionality allows you to copy and paste the same text or number in different places within a document. This makes it easy to keep your information consistent and update it all at once. For example, if you have a specific value or phrase that appears in multiple sections, you can clone it, so any changes you make will be reflected everywhere it’s used. Below are the steps for creating, applying, and updating clones.

Create or Add a Clone

To initiate the creation of a new clone:

      1. Begin by navigating to the "Tools" tab. Here, select "Clone" and then "Create Clone" from the drop-down menu.

      2. Enter a unique and descriptive name for the clone. A well-chosen name makes it easier to identify and manage clones, especially in documents with numerous clones.

      3. Choose whether the clone will represent a Numeric value (such as a price or quantity) or a Text (such as a repeated phrase or template). This distinction is crucial as it determines how the clone can be formatted and used.

      4. Click "OK" to create the clone. The system will save this clone in a list, making it available for use throughout the document.

      By creating clones, you establish a set of reusable elements that can be applied anywhere in the document, ensuring uniformity and ease of maintenance.

Apply Clone

Once you've created a clone, you can insert it into your document wherever needed. This is how you apply a clone:

      1. Position the mouse cursor in the location where you want to insert the clone. This can be within a table, a paragraph, or any other section of the document.

      2. Go to the "Tools" tab, select "Clone", and then "Apply Clone" from the drop-down menu.

      3. From the drop-down list, select the clone you wish to use. You can also adjust settings such as scale and decimal places for numeric clones, ensuring that the clone matches the formatting requirements of the document.

      4. Click "OK" to place the clone at the selected location. 

   

Update Clone

Updating clones is a most useful feature that ensures all instances of a cloned value or text are automatically synchronized with any changes. To update a clone:

      1. Go to the "Tools" tab, select "Clone", and then "Update Clone" from the drop-down menu.

      2. In the list of available clones, find the one you want to update. Check the Update checkbox next to the clone, then enter the new value or text. This step ensures that any modifications are applied uniformly across all instances of the clone in the document.

      3. Click the "Update" button to apply the changes. The system will automatically update every occurrence of that clone throughout the document.

      4. If a clone is no longer needed, you can remove it by checking the "Update" checkbox next to the desired clone and clicking the "Delete" button. This action will remove all instances of the clone from the document.

      Updating clones simplifies the process of making global changes, particularly in documents with repetitive elements that require frequent updates. It ensures that all instances are synchronized, reducing the potential for inconsistencies and manual errors.

• Related Articles

• Create or update user role

  Proper role assignment enables users to access necessary tools and functionalities, thereby enhancing productivity. This guide provides step-by-step instructions on how to set up and update user roles, focusing on granting access to the spreadsheet ...

• Add/Show/Hide/Delete comments

  When working on a document with others, adding comments is a great way to share feedback, ask questions, or highlight important points. The Comments feature allows you to communicate directly within the document, making it easier to collaborate and ...

• Add or Remove bookmarks

  Bookmarks are useful for marking specific locations within a document, making it easy to return to them quickly. They function as anchors that can be linked to other parts of the document, enhancing navigation and reference efficiency. Here's how to ...

• Add or Remove unit reference

  A Unit Reference serves as a standardized identifier for representing specific measurement units within a document. For instance, in financial systems, a Unit Reference might denote a currency such as USD or EUR, while in scientific contexts, it ...

• Apply Hidden tags with reference attribute

  When working with iXBRL, you might encounter situations where content to be reported is not present in the document or a specific transformation rule is not available in the Transformation Rules Registry. The Hidden Tag with Reference feature allows ...

• Popular Articles

• Sign in to the Rainbow application

  You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...

• Create entity

  An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...

• Create user

  A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...

• Edit user

  In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...

• Create user role

  A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...

• Recent Articles

• Direct Filing

  Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...

• Unable to create return

  The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...

• Download document for offline review

  Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...

• Create or Extend dimension

  Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...

• Build calculation

  In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...