Validate EDGAR HTML Content

In CDM, you can scan for validation warnings for a single Excel or Word object, or for the entire report.

Validate EDGAR HTML for an Excel or Word Object

You can select a single Excel or Word object to be scanned for validation warnings.

1. Open the report that you want to work with.
2. From the report tree on the left, open the Excel or Word object.
3. In the Report Object tab on the ribbon, click Validate.
4. Click OK to start the validation.

Any errors that are found are displayed in the Validation tab in the status bar. When you click on an error in the Validation tab, the relevant area of the document is highlighted.

Validate EDGAR HTML for the Entire Report

You can select a complete report to be scanned for validation warnings.

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

To validate EDGAR HTML for the entire report:

1. Open the report that you want to work with.
2. Click the parent report and click Home > Validate > EDGAR HTML. The EDGAR Validation Options dialog is displayed.
3. Select the custom group that you require and add exhibits and supporting documents if required.
4. Click OK to start the validation.

   Tip: 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.

5. The validation results are displayed in a tab. If an error has occurred, an explanation is given. The current and previous validations can also be viewed by clicking on a validation in the Other section of the report tree.

   Tip: If the generated report is acceptable, you do not need to change the formatting of the report.

Correct EDGAR HTML Validation Errors

If an EDGAR validation reveals formatting errors, the errors can be corrected before you generate EDGAR HTML in CDM.

You can use CDM to correct EDGAR HTML errors. You must have completed EDGAR HTML validation for the Excel or Word object and the object must be open.

To correct EDGAR HTML validation errors:

1. Open the report that you want to work with.
2. Check out and open the Word or Excel object that contains the error.
3. In the Report Object tab on the ribbon, click Validate.
4. Click the Section View Mode icon in the status bar.
5. With the Validation tab open, double-click each error to highlight the error in the Word or Excel object. Correct each error in the object.
6. Click the Default View Mode icon in the status bar.
7. Save and check in the object.