XBRL Global Settings command
The XBRL for Financial Statements dialog opens after selecting either of the following commands:
- Tools | XBRL | Global Settings
- Tools | XBRL | Tags
In this dialog, select the version of the XBRL taxonomy you are using and, in the case of XBRL Version 2.1, select a taxonomy from the Associated Taxonomies box. Once the selection is made, you can identify the global settings or add XBRL tags to the document.
Select the version of XBRL that is applicable.
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XBRL Version 2.0
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If version 2.0 is applicable, select this radio button. No other selections are required. Click OK to proceed.
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XBRL Version 2.1 - Select Taxonomy to use |
This is the default version for XBRL taxonomies. If version 2.1 is applicable, select this option and select the following: Associated Taxonomies - Taxonomies that you have added for use in tagging the CaseView document are listed. Select the one you would like to use. If the taxonomy you want to use is not displayed in this list, you can add another taxonomy from the Available Taxonomies box. To remove a taxonomy from this list, select the taxonomy and click Remove. Available Taxonomies - Taxonomies that are located in the specified folder (see Options below) can be added to the Associated Taxonomies list for you to use. Click the drop-down list and select the taxonomy. Click Add. |
Options
Click the Options button to open the Local Repository dialog where you can specify the location of the taxonomy files. You can click Browse to locate the folder.
Note: You can also change the location of the taxonomy files in Working Papers (Tools | Map XBRL Taxonomy and click Options). Whichever way you choose to change the location, the changes are reflected automatically in the other.
OK
Click OK to continue to the XBRL Global Settings or the XBRL Document tagging dialogs.
If a message opens informing you that no locally stored taxonomy files can be located, click OK on the message box and open the XBRL for Financial Statements document and click Options to specify the location of the taxonomy files.
Cancel
Click to exit the XBRL for Financial Statements dialog without processing any changes.
Once a taxonomy version has been selected, the applicable XBRL Global Settings dialog will launch
