XBRL for Financial Statements Dialog
The XBRL for Financial Statements dialog opens after selecting either of the following commands:
- Tools | XBRL | Global Settings
- Tools | XBRL | Tags
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, click XBRL Version 2.0 No other selections are required. Click OK to proceed.
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XBRL Version 2.1 - Select Taxonomy to use |
The default version for XBRL taxonomies. If version 2.1 is applicable, click XBRL Version 2.0 - Select Taxonomy to use. You must also select an associated taxonomy. Associated Taxonomies - Taxonomies that have been added for use in tagging CaseView documents. Select the taxonomy 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. Click the drop-down list and select the taxonomy. Click Add. |
Options
Opens the Local Repository dialog where you can specify the location of taxonomy files. If required, click Browse to locate the folder.
Note: You can also change the location of taxonomy files in Working Papers (Tools | Map XBRL Taxonomy and click Options).
OK
Continue to the XBRL Global Settings diaog or the XBRL Document Tagging dialog.
If a message dialog opens informing you that no locally stored taxonomy files can be located, click OK and open the XBRL for Financial Statements document. Click Options to specify the location of taxonomy files.
Cancel
Exit the XBRL for Financial Statements dialog without saving any changes.
