Create document

  To populate or modify content in your report followed by XBRL tagging, a dedicated workspace is required, which is created through document creation. To do this, please follow the steps provided below.

1. Navigate to the Documents menu at the top-right corner of the application interface.
   
2. Then select “Create” from the dropdown menu and you will be redirected to the documents creation form.
   

Documents >> Create

1. Default: Choose this option if you want to create the document with predefined sections that are set up in the Document Type screen.
   
2. Custom: Select this option if you want to customize the sections of the document according to your specific needs.
3. Import from Word/HTML/XHMTL: If you have an existing Word/HTML/XHTML document, you can use it to create sections based on specific delimiters during the upload process.

XHTML (Reverse iXBRL): If you are a new user to the DataTracks platform, you can upload a tagged document and retain the presentation tree and tags from a previously filed document. This allows you to make the necessary updates for the current filing period using the same file, thereby eliminating the need to recreate the presentation tree and tags, ultimately saving you valuable time.

Select the Entity:

1. As you have created the entity already, choose the specific entity for which you are creating the document.
   
2. The Central Index Key (CIK) will be automatically fetched based on the entity you select.
   

Define Document Period End Date:

1. Specify the date that marks the end of the document's reporting period.
   
2. You can refer to your financial document to get the document's end period.
   

Select Relevant Taxonomy:

1. Choosing the appropriate taxonomy or classification system for the document depends on the documentation period. This helps categorize and structure the document's content.
   

Select Separator:

1. Depending on your region and formatting preferences, select the relevant thousand-separator symbol.
   
2. You can also cross-reference this information with your financial document to ensure consistency. It's important to verify both the thousand separator and the decimal separator.
   

           For US, (Ex: 15,500.23).

                  Thousand Separator: Comma (,)

                  Decimal Separator: Period (.)

Select Currencies:

1. Choose one or more currencies that apply to the document. This is important for financial and monetary data.
   

Comments

1. Provide your comments in the comment box for the identification.
   

Uploading document

1. Depending upon your selection of uploading documents type, upload the file.
   

      After filling out all the required information, click the "Create or Continue" button. This action will proceed with the creation of the document based on your chosen settings.

      If you would like to make changes to the document after creating it. You can edit it. How to edit the document?

      

The Central Index Key (CIK) is a unique code or identifier used by the U.S. Securities and Exchange Commission (SEC) to track and distinguish companies and individuals who submit documents and disclosures to the SEC.

 

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