Add content areas in the financial statements

Areas help organize your financial statement content by grouping similar or related information.

To add an area to the financial statement:

1. Go to the Document Map, then select Add ().

2. Choose New Area.

   The new area is appended to the document map and displays on the page with a default title New Area. You can select the default title to change it. Note that the area name in the Table of Contents will not automatically be updated. To learn more, see Rename content areas in financial statements.

   Note: If there are no notes in the financial statement, the option Note Area is also available. Choose Note Area to include a notes section in the document and start adding notes.

3. Start adding content to the new area by selecting it to display the Add icon ().

To add content to the new area, select Add (), then choose one of the following content types:

• Text Section

• Dynamic Table

• Analysis

• Page Break

You can add more than one content type in an area. You can also drag and drop the new area to change its location in the document, see Rearrange areas in the financial statements.

Add Notes and Area titles and headings as reference links to financial statements

You can add reference links to Notes and Area titles or headings to different areas within your financial statement. Reference links can be added to both text areas and dynamic tables.

To add a reference link to a text area:

1. Go to your financial statement in the Documents page.

2. Click any text area where you wish to add a reference link.

3. Click the icon [] to Insert Note Reference. The Insert Note Reference dialog box opens.

4. Select the Note or Area title or heading that you wish to insert into your text area.

Add Note reference

 

To add reference links to a dynamic table:

1. Go to your financial statement in the Documents page.

2. Click any dynamic table where you wish to add a reference link.

3. Click the More Actions icon [] and click Edit dynamic table.

4. Under the Note column, click the hashtag symbol in the row that you wish to add a reference to a Note or Area title or heading. The Insert Note Reference dialog box will open.

5. Select the Note or Area title or heading link to insert into your dynamic table.

6. If the Note column is not visible in your Dynamic table settings, you can add it by clicking the Add icon [] at the top of the table in the location where you wish to add the column.

To add reference link to dynamic table

This feature includes:

• The addition of Area headings that can be added as references within your user’s document.

• An added search field within the dialog box for selecting a reference.

• Expandable and collapsible dropdown lists that can include all subnotes or headings.

Add copied text as linked content in financial statements

You can insert a synchronized copy of a text area, as linked content, anywhere in your financial statement. Linked content ensures that any changes made to the source content or the linked content are automatically updated in both locations, maintaining consistency and saving time.

Note: This feature is distinct from reference links (hyperlinks to Notes or Area headings). Linked content duplicates the full text area and keeps it synchronized, while reference links are navigation aids.

To create linked content:

1. Open your financial statement in the Documents page.

2. Locate the text area you want to copy as linked content.

3. Click the More actions icon [] for that text area.

4. Select Copy as linked content.

5. Navigate to the section where you want to insert the linked content.

6. Click the Insert linked content option in the desired location.

   • Only one linked content can be created per text area.

   • The linked content will appear as a synchronized block.

To edit either the source content or the linked content:

1. Open your financial statement in the Documents page.

2. Locate the source or linked content that you wish to edit.

3. Click into the text area and make your changes.

4. Click the checkmark icon [] to save your changes or the X to cancel the changes.

   • All edits, formatting, and dynamic objects (such as placeholders and glossary terms) are automatically synchronized between the source content and the linked content.

   • When a user is editing a text area or its linked content, it is locked for editing by others until changes are saved.

To delete the linked content:

1. Open your financial statement in the Documents page.

2. Locate the linked content that you wish to delete.

3. Click the More actions icon [] on the linked content.

4. Click Delete linked content.

5. Click Delete.

   • Only the linked content is deleted; the source content remains.

To delete the source content:

1. Open your financial statement in the Documents page.

2. Locate the source content that you wish to delete.

3. Click the More actions icon [] on the source content.

4. Click Delete linked content.

5. Click Delete.

   • Both the source content and the linked content are deleted.

To exclude the source content:

1. Open your financial statement in the Documents page.

2. Locate the source content that you wish to exclude.

3. Click the More actions icon [] on the source content.

4. Click Exclude. This will exclude the content from the document and move it to the Excluded Content list.

   • If the source content is excluded, the linked content is also removed automatically.

   • If the source content is included back, the linked content will also be included in the same location it was created initially.

   • Excluded content can be retrieved by selecting the blue plus icon [+] to the left of the text area.

Exclude source content:

Retrieve excluded source content:

 

Additional notes

• iXBRL tagging: iXBRL tags are not copied to the reference. Assign new tags to the linked content as needed.

• Visibility and suppression: The linked content inherits visibility and suppression settings from the source content.