Change the label role and migrate the taxonomy version
When selecting an element from the taxonomy, it is possible to encounter a label text that differs from what is needed for your document. To address this, you can customize the label text for better alignment with your document's context. This section provides a comprehensive guide on modifying label roles and migrating your taxonomy version. Following these steps ensures precision and conformity with the evolving requirements of your document.
- Commence the process by selecting the desired section from the provided list. Please proceed by carefully choosing the relevant role from the dropdown menu.
- Navigate to the Presentation Tree Role and then select the specific element that you need to rename.
- Then, from the dropdown list, kindly choose the label role that aligns with your specific requirements.
- Enter the desired label text into the Label Text box, either
by typing or copying and pasting. To preserve your changes, kindly execute the "Save" command and the modification will be applied.
Migrating Taxonomy Version
When updating financial reports, it's essential to ensure that the taxonomy used is up-to-date. If your document contains old taxonomy elements, they need to be replaced with the current version to maintain accuracy and compliance. This guide will walk you through the process of migrating the taxonomy version in your document. By following these steps, you can efficiently update and replace deprecated elements with the new taxonomy.
- To initiate the process of migrating the taxonomy version, kindly choose the desired role and click the "Deprecated Element" icon. This will display a list of deprecated elements for the document in the grid.
- Locate the desired element in the deprecated list; the corresponding element from the presentation tree role will be highlighted.
- Right-click on the element and select the "Replace" option to substitute it with
a new element, or choose the "Remove" option to gracefully eliminate the element.
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