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 components is the key to creating an effective presentation tree. This initial step sets the stage for precise tagging. Kindly follow the provided steps below to create or edit the tree role.

Create tree role

            1. To get started, click on the presentation tab and click on the Create Role icon at the right which is your gateway to organizing your presentation tree.

            2. Next, choose the role type that aligns with your purpose. The options include "Statement," "Disclosure," "Schedule," and "Document." To ensure you select the right type, refer to your financial  document.

            3. Following this selection, provide a descriptive name for your role in the designated input field.

            4. Once you've provided all the necessary details, hit "Add Role." This action will place your newly created tree role under the presentation tab, ready for use.

Modify Tree Role

     If you need to make changes to an existing tree role, kindly follow these steps:

            1. Select the desired tree role you want to modify and click the "Modify Role" icon at the right top.

            2. Then edit the role type or role name as required to reflect any updates. Once the changes are made, confirm your changes by clicking "Update."

​

     These actions give you the flexibility to shape your presentation tree to meet your specific needs, ensuring it's always aligned with your evolving requirements.

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