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• Overview
• Watch Video Tutorials
• Frequently Asked Questions

1. Working with existing Word docs and EDGAR HTML filings

1. Automatically convert EDGAR HTML filings into XBRL filings (2:05)
2. Automatically convert Word docs into XBRL filings (1:10)
3. Automatically convert Word docs into EDGAR HTML (1:14)
4. Import XBRL (1:17)
5. Use SmartRoll™ (1:39)

2. Editing XBRL

1. Review and edit XBRL tags (1:18)
2. Search for tags in taxonomy (1:29)
3. Create company extension tags (1:20)
4. Add and remove rows and columns from XBRL table (2:08)
5. Edit the stockholders equity statement (3:17)
6. Edit the document entity informatiom (DEI) (1:36)
7. Add parenthetical tables (3:53)
8. Use calculation link bases to ensure that your financial data is accurate (1:11)
9. Tag accounting policies (2:19)
10. Tag notes tables (1:08)

3. Validating and generating XBRL filing files

1. Validate, preview, and save XBRL tags (1:15)
2. Validate and generate XBRL files (3:07)
3. Fix validation errors (3:14)