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Generate an EDGAR HTML Instance Document

In CDM, you can generate an instance document for a single Excel or Word object, or for the entire report.

Generate EDGAR HTML for One or More Excel or Word Objects

When you are setting up the generation of HTML output, you can change the width of borders, and define tables to have alternative row coloring.

  1. Open the report that you want to work with.
  2. From the report tree on the left, select the report objects, using CTR+click on each report object.
  3. Click Home > Generate > Generate Selection. The Generate Selected Report Objects window is displayed.
  4. In the Select Format section, select EDGAR HTML.
  5. If custom groups are present, select those you want included in the Select Customized Group section.
  6. If required, in the Additional Preferences section, select either or both Include Supporting Documents and Include Exhibits. For more information, see Exhibits and Supporting Documents.
  7. If required, select Perform Full Refresh to refresh the cache before validation.
  8. If required, select Include Courtesy PDF. The SEC does not allow the markup of HTML documents for printing. Generating a courtesy PDF provides you with a PDF version of the document if markup is required.
  9. If required, select Enable High Definition. For more information, see Generate High Definition EDGAR HTML.
  10. To apply alternating row coloring, select the Alternating Row Coloring checkbox.
  11. Use the Select Language and Region Option drop-down list to select the culture option for your generated report.
  12. If Enable High Definition is not selected, to control the HTML margin width, use the Left Margin, Top Margin, Bottom Margin, and Right Margin fields to enter a margin border width in inches.

    Tip: The Left Margin and Right Margin settings change the need for a scroll bar.

  13. Select the Fixed Page Width checkbox to set output content to be 8.5 inches wide and center-aligned in a browser. This default can be changed by modifying the ReportGeneration attribute in the CDM.config file. If this option is not selected, content is displayed the entire width of the browser.
  14. Select Realign List Items and Border Content if required.
  15. Click OK to start the generation.
  16. You can view the progress in the All processes completed window in the status bar. While processes are running, the title bar shows the number of running processes. When the processes are finished, the title is All processes completed. A check mark indicates that a process generated properly. An exclamation point indicates an error that stopped the process.
  17. To open the file, open the All processes completed window in the status bar, and click the Open icon. The generated file is displayed in a browser tab.
  18. To save the file, click Save. Select the folder where you want to save the file and click OK.

Generate EDGAR HTML for the Entire Report

You can use CDM to generate the HTML file that you can submit to the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.

Make sure that the Custom Group settings are correct for Word and Excel objects before you generate report output. Only objects included in the Custom Group set are included in report output. As an addition to the main report, you can include objects set to Exhibit and supporting documents.

You can generate HTML from the CDM XBRL interface. While you set up the generation of HTML output, you can change the width of borders, and you can define tables to have alternative row coloring.

To generate EDGAR HTML for the entire report:

  1. Open the report that you want to work with.
  2. In the report tree, select the report.
  3. Click Home > Generate > Generate Entire Report. The Generate Entire Report window is displayed.
  4. In the Select Format section, select EDGAR HTML.
  5. If custom groups are present, select those you want included in the Select Customized Group section.
  6. If required, in the Additional Preferences section, select either or both Include Supporting Documents and Include Exhibits. For more information, see Exhibits and Supporting Documents.
  7. If required, select Perform Full Refresh to refresh the cache before validation.
  8. If required, select Include Courtesy PDF. The SEC does not allow the markup of HTML documents for printing. Generating a courtesy PDF provides you with a PDF version of the document if markup is required.
  9. If required, select Enable High Definition. For more information, see Generate High Definition EDGAR HTML.
  10. To apply alternating row coloring, select the Alternating Row Coloring checkbox.
  11. Use the Select Language and Region Option drop-down list to select the culture option for your generated report.
  12. If Enable High Definition is not selected, to control the HTML margin width, use the Left Margin, Top Margin, Bottom Margin, and Right Margin fields to enter a margin border width in inches.

    Tip: The Left Margin and Right Margin settings change the need for a scroll bar.

  13. Select the Fixed Page Width checkbox to set output content to be 8.5 inches wide and center-aligned in a browser. This default can be changed by modifying the ReportGeneration attribute in the CDM.config file. If this option is not selected, content is displayed the entire width of the browser.
  14. Select Realign List Items and Border Content if required.
  15. Click OK to start the generation.
  16. You can view the progress in the All processes completed window in the status bar. While processes are running, the title bar shows the number of running processes. When the processes are finished, the title is All processes completed. A check mark indicates that a process generated properly. An exclamation point indicates an error that stopped the process.
  17. To open the file, open the All processes completed window in the status bar, and click the Open icon. The generated file is displayed in a browser tab.
  18. To save the file, click Save. Select the folder where you want to save the file and click OK.

Generate High Definition EDGAR HTML

In CDM, you can generate EDGAR HTML output that allows you to submit to the SEC a perfect (high definition) EDGAR HTML document that looks exactly like what would have been printed from Microsoft Word.

Due to limitations in HTML, the formatting in your converted HTML file might not have exactly matched the formatting in your Microsoft Word report. You use the EDGAR HTML feature to preview the appearance of your report after conversion to HTML. The EDGAR HTML feature highlights format problems with the generated HTML so that you can make adjustments. If you use the high definition option for EDGAR HTML when generating a report, adjustments for fixed page width and realignment of list items and bordered content are no longer necessary.

To generate high definition EDGAR HTML:

  1. Open the report that you want to work with.
  2. To generate the entire report, select the report in the report tree, then click Home > Generate > Generate Entire Report. To generate one or more report objects, select the objects in the report tree and click Home > Generate > Generate Selection.
  3. The Generate Entire Report window opens, or, if generating one or more report objects, the Generate Selected Report Objects window opens.
  4. In the Select Format section, select EDGAR HTML.
  5. In the Additional Preferences section, select Enable High Definition.
  6. Click OK to start the generation.
  7. You can view the progress in the All processes completed window in the status bar. While processes are running, the title bar shows the number of running processes. When the processes are finished, the title is All processes completed. A check mark indicates that a process generated properly. An exclamation point indicates an error that stopped the process.
  8. To open the file, open the All processes completed window, and click the Open icon.
  9. The generated output is displayed.

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