Features of document process

      The document process acts as a central hub for document management. We'll walk you through Rainbow's document processing features, ensuring that you can effortlessly tag your financial data, create organized records, and save valuable time.

1. Hover the mouse cursor over the "Documents" menu and choose "Process."
   
2. Click on an "Entity" to access a list of documents linked to that entity.
   
3. Select any document and click on it to display a list of related Forms and Exhibits.

Documents >> Process >> Select(Entity & Document)

 

     For each Form or Exhibit listed, you will find the following icons:

1. Content Layer: The HTML editor allows you to create the content from scratch or modify the content using the application's built-in tools.
2. HTML Output: You can download the document for offline review in different formats, such as HTML, PDF, and Word. 
   
3. XBRL Layer: The XBRL Layer allows you to tag XBRL elements to the content within the selected Form or Exhibit. 
4. Spreadsheet Layer:  The Spreadsheet layer aids in managing the spreadsheets loaded against a work space and provides user access to the spreadsheet for making any changes to it.
5. DT Assistance: This option allows you to seek assistance from DataTracks' support team. If you have questions or need guidance, you can access more details in the DT Assistance section, where you'll find comprehensive support resources.
6. Edit Workspace: Selecting this option enables you to make changes to specific document and the sections associated to it. 
7. File Compare: The File Compare feature allows you to compare sections between two different documents. This is particularly useful when you want to identify differences or similarities between documents.
8. Roll Forward: The Roll Forward feature is a time-saving tool that allows users to transfer data from old documents to new ones, eliminating the need to start from scratch. It saves your time as well and ensures consistency and accuracy in the tagging process.  
9. Change Status: This option allows you to switch the document's status between "Closed" and "Open." Setting the status to "Closed"  helps to archive the document, while changing it to "Open" makes the document actively accessible for use. It's a vital feature for document management and organization.

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