Administration
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 ...
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 ...
Assign or Unassign user
In a collaborative environment, managing access to various parts of a document is essential. The application allows you to assign users to specific sections, ensuring they only access relevant portions of the document. You can assign or unassign ...
Create or update user role
Proper role assignment enables users to access necessary tools and functionalities, thereby enhancing productivity. This guide provides step-by-step instructions on how to set up and update user roles, focusing on granting access to the spreadsheet ...
Profile setting
Profile Settings in Rainbow offers a centralized location for you to manage your account details and access essential resources. By following these step-by-step instructions, you can efficiently navigate through various options, enhancing their ...
Generate, Validate and Download iXBRL output
Once the document is ready, you can easily generate the output in XBRL/iXBRL format. We'll walk you through the process to ensure a seamless and error-free experience. Follow these steps carefully: 1. Navigate to the top right of your screen, where ...
Copy document
The "Copy Document" feature empowers users to create an identical duplicate of an existing document, providing a foundation for making necessary adjustments. Accessing the Copy Feature: Initiate the process by selecting "Copy" from the documents menu ...
Compare files
The File Compare feature is a powerful tool that allows you to comprehensively analyze and identify differences between the contents of two document versions. This step-by-step guide will walk you through the process, ensuring an effective comparison ...
Add/Remove documents from Archive
Archiving documents helps keep your workspace space organized and clutter-free. This ensures that you can quickly locate and access the documents you need without sifting through irrelevant or outdated files. Allow the provided steps below to add and ...
Create or edit section
A section is a workspace for an entity. Each section can be assigned to user(s) for them to access it. The same section can be assigned to multiple users, but multiple users cannot access the same section simultaneously. If someone tries to access ...
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. Hover the ...
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 ...
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 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 ...
Audit log
The audit log feature allows you to see details of user activities, including which sections they accessed. To access the Audit Log, follow these steps: Admin >> Audit Log Navigate to the 'Admin' section at the right top. Select 'Audit Log' from the ...
Edit user role
In case you would like to modify the user role, you can change them by following the provided steps below. Admin >> Role >> Edit >> Submit Click on the “Admin” menu at the right top of your screen then select "Role" to access and view the details of ...
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 ...
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
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 ...
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 ...
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 ...