• XBRL
  • Assign XBRL tags
  • Create XBRL context
  • Export documents to XBRL
  • Review XBRL tags
  • XBRL diagnostics index
  • XBRL options

Export documents to XBRL

You can export the tagged data from a CaseView document and its sub-documents to an XBRL instance document (.xml) or Inline XBRL document (.html, .htm, .xhtml) for use in a variety of other software packages, or a typical web browser.

To export to an XBRL instance document:

1. On the ribbon, click File | Export | XBRL File.

2. In the Export XBRL Document dialog, select the taxonomy to use, the location on your workstation to save the document, and any other applicable options.

   Option	Description
   Export skipped items	Select to include items that are set to be skipped in the export. By default, these items are excluded.
   Export numeric items with zero balances	Select to include numeric items with zero balances in the export. By default, these numeric items are excluded.
   Export non-numeric items with blank values	Select to include numeric items with blank values in the export. By default, these numeric items are excluded.
   Allow export of multiple items with the same tag	Select to include multiple items with the same XBRL tag in the export. By default, these items are excluded.

   Click Next.

3. The XBRL Diagnostics report displays. Any errors, warnings, or other information relevant to the export are displayed, which you can resolve by selecting the diagnostic and clicking Correct to view the item. You must correct error diagnostics before you can proceed. Click Next.
4. A summary of the export displays. Click Preview Document to view a sample of the exported document. Click Finish.

The document is exported to an XBRL instance document. To import an instance document into Working Papers, see Import XBRL instance documents.

Export to Inline XBRL

You can also export CaseView documents to an HTML format with Inline XBRL. For most users, Inline XBRL documents behave similar to a traditional HTML document and are compatible with all popular web-browsers. However, there are pre-established XBRL tags embedded within the document which can be read by other software packages which are Inline XBRL compatible.

To export to an Inline XBRL document:

1. On the ribbon, click File | Export | Inline XBRL File.
2. In the Save As dialog, enter a file name and select the location on your workstation to save the document. Click Save.

3. In the Export Inline XBRL Document dialog, select the taxonomy to use, and any other applicable options.

   Option	Description
   Tables size to fit available space	Select to automatically resize tables in the document to fit within the available space.
   Include External Documents	Select to include external documents in the export.
   Export skipped items	Select to include items that are set to be skipped in the export. By default, these items are excluded.
   Export numeric items with zero balances	Select to include numeric items with zero balances in the export. By default, these numeric items are excluded.
   Export non-numeric items with blank values	Select to include numeric items with blank values in the export. By default, these numeric items are excluded.
   Allow export of multiple items with the same tag	Select to include multiple items with the same XBRL tag in the export. By default, these items are excluded.
   Include review functionality in document	Select to include code to enable review functionality in the export. The code highlights XBRL tagged items with a red box and will display a tool tip with detailed information about the tag.

   Click Next.

4. The XBRL Diagnostics report displays. Any errors, warnings, or other information relevant to the export are displayed, which you can resolve by selecting the diagnostic and clicking Correct to view the item. You must correct error diagnostics before you can proceed. Click Next.
5. A summary of the export displays. Click Preview Document to view a sample of the exported document. Click Finish.

The document is exported to an Inline XBRL document.