Create/Edit document type

       Document Types are predefined templates designed for various forms and exhibits required for regulatory submissions. Each document type includes pre-configured sections to streamline your document creation process.

      In our application, we've gathered a bunch of these document types for you to use. Some examples include 10, 10-K, 10-K/A, 10-KT, and many others.

Creating a Document Type:

      To create a new document type, follow these steps:

Admin >> Document Type >> Add

1. Hover the mouse cursor over the “Admin” menu at the top right and then select “Document type”.
   
2. Click "Add" and a form will appear for Document Type Creation.
   
3. Provide the document name that you desire. Then select the document type that you would like to use. After that select the document group.
4. Once it is done, the section can be added manually.  Please enter the section name and click on “Add section” so that it will be added to the document type.
5. Fill in all the necessary details. Make sure everything is accurate and complete. After you've reviewed and confirmed your entries, click "Submit."
   

Editing an Existing Document Type:

      If you need to make changes to a Document Type you've already created, please follow the provided steps below.

1. Select the document type you want to edit. Then click the "Edit" icon on the right.
   
2. For existing document types, you can only edit the sections. The "Document name," "Document group," and "Document type" fields cannot be edited.
3. For newly created document types, you can edit the "Document name," "Document group," "Document type," and "sections".
4. Make the necessary changes in the form, and once you're satisfied, click "Submit" to save your edits.
   

Managing Document Type Status:

      You can control the status of the document type and it is pretty straightforward:

1. To use a Document Type, set the toggle button to "Active." This makes it ready for use.
2. If you don't need a Document Type, switch the toggle to "Inactive" to hide it from the list.
   

    

  By following these detailed yet simplified instructions, you have full control over your Document Types and templates, making the process of regulatory submissions more efficient and precise.

• Related Articles

• Create/Edit tree role

  Creating a tree role is a fundamental aspect of the financial data tagging process. It's the first step in preparing your document for accurate and efficient tagging. Start by examining your financial document, understanding its structure and ...

• 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. Navigate to the Documents menu at the top-right ...

• Edit document

  Once the document is created, you have the flexibility to modify it. While working on it, it's important to know what you can and cannot edit. You Can Edit: Currency Separator preferences Uploading new files You Cannot Edit: Entity information ...

• Create/Edit extension element

  In certain cases, you may not find the necessary taxonomy elements readily available in the taxonomy tab. When this happens, you have the power to create custom elements. These extension elements will seamlessly integrate into your presentation tree, ...

• 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 ...

• 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 ...