Export to Inline XBRL Dialog

Use this command to export a CaseView document as an Inline XBRL file. When you click File | Export | Inline XBRL Document, the Export Inline XBRL dialog will appear asking for a destination and options.

Destination

This option will show the destination and filename specified in the Save As dialog. If necessary, this can be changed by clicking Browse.

Options

Tables size to fit available space

Select this option to specify whether or not tables within the document should be resized to ensure they fit within the space available.

New!Include External Documents

Select this option to include your external documents as links in the web page.

Inline XBRL

Taxonomy

Select an applicable taxonomy from the drop-down menu. Taxonomies are saved in a folder called "taxonomies" in the program file.

Note: To add a new taxonomy, download the file and save it to the taxonomies folder in the Working Papers program file. The document will need to be tagged with the new taxonomy before it can be published.

Export Skipped Items

If items have an XBRL tag but are skipped, they will still be exported if this option is checked. If the check box is cleared, these items will be excluded from the export.

Export numeric items with zero balances

Tagged numeric items with zero balance will be exported if this option is checked. This option is affected by the Export skipped items setting. If both of these options are checked, an XBRL tagged cell with a value of zero that is skipped will still be included in the exported document.

Export non-numeric items with blank values

If this option is checked, tagged numeric items with a blank value will be exported. This option will also be affected by the Export skipped items setting.

Allow export of multiple items with the same tag

Checking this option will enable multiple items with the same XBRL tag to be exported. If any of the values is different, a diagnostic warning will appear. The export will continue but the diagnostic warning will inform you that inconsistently tagged items are being exported.

Include review functionality in document

If this option is checked, code to enable review functionality will be exported with the Inline XBRL document. The code highlights XBRL tagged items with a red box and will display a tool tip with detailed information about the tag.

Click Next.Once the document has been processed, CaseView displays the XBRL Diagnostics dialog listing any problems encountered during the export process. Some diagnostics (errors) need to be fixed before a final XBRL document can be produced.

Click Next to view the XBRL Export Summary page. Here you will see a summary of all of the export settings you specified.

Click the Preview button to see a preview of the instance document.