You are here: All Help Topics > Advanced Features > XBRL > To tag financial statements notes

Tagging Financial Statements Notes

CaseView allows you to tag notes to the financial statements as long as you have defined at least one text only context for your tags. To tag a note:

  1. Highlight the entire note in the CaseView document.
  2. From Tools, select XBRL Tags. Select the appropriate options for the note based on what is in the taxonomy you are using. Make sure that the context you pick is a non-monetary (text) one. Click OK.

If the note is not already in a section, CaseView creates a new section for the note "on the fly" and assigns the XBRL tag to that section.

Related Topics