Exhibits

Exhibits are documents that are typically published or submitted along with the main report. They can be used to present a detailed disclosure that was briefly covered in the main report, a contract, a plan of acquisition, merger, reorganization, and so on.

Exhibit Sections

CDM top-level sections (children of the report node in the CDM report outline) can be designated as exhibit sections by selecting Exhibit in the Section Properties > Print Options section.

Exhibit sections in the CDM report outline are shown as having the exhibit icon .

All descendant report objects of an exhibit section are used to create a single exhibit.

When generating a report or report selection to Microsoft Word, Adobe PDF, Edgar HTML, all exhibit sections are automatically included (the Include Exhibits option does not play any role).

Generated exhibits are given names according to these rules:

• The value that is entered in the Exhibit File Name field of the exhibit section's properties is used.
• If the Exhibit File Name field is blank, the name given to the exhibit section in the CDM report outline is used.

When opening an exhibit that has been generated to Word, the CDM Workspace tab has the name as previously described along with the exhibit icon .

Note: All CDM report generation features are available to be used for exhibit sections.

Create an Exhibit Section

In a report you can have one or more sections containing multiple report objects defined as exhibit sections.

1. Open the report that you want to work with.
2. Determine the location in the report hierarchy where you want to add a section that will be the exhibit section under which you want to group your exhibits.
3. Right-click and select Add Child or Add Sibling and then Section.
4. Enter a name for the section.
5. Right-click the section and select Properties > Manage All Object Properties and select the Exhibit checkbox.
6. Enter an exhibit type, description and file name in the respective Exhibit Type, Exhibit Description, and Exhibit File Name fields. The information you enter will be displayed in the manifest that is created upon report generation. Also the Exhibit File Name is used as the file name for the exhibit document created upon report generation.
7. Click OK.
8. Add or import Word or Excel report objects under the exhibit section. They automatically become designated as exhibit documents.
9. If you want, you can click and drag any Word or Excel report object in the report and place them under the exhibit section. They automatically become designated as exhibit documents.

Note: When you designate a section as an exhibit section, any descendant report objects or sections currently grouped under that section automatically become exhibit objects. You can only change their exhibit object designation by clicking and dragging them out from under the Exhibit Section to another location in the report hierarchy.

Hyperlink to Exhibits

Managing hyperlinks to content being authored can be a hassle. CDM manages the hyperlink to exhibit files being created regardless of the generation format: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Edgar HTML, Adobe PDF, or inline XBRL.

Insert a Hyperlink to an Exhibit Section

In a report, you can have one or more sections containing multiple report objects defined as Exhibit sections. You can place a hyperlink to an exhibit section in a report object.

1. Open the report that you want to work with.
2. Open and check out the report object in which you want to place a hyperlink to an exhibit section.
3. In the Report Object tab on the ribbon, click Insert Variable > Exhibit. The Reference Variables pane is displayed, listing all exhibit variables in the report.
4. In the report object, click on where you want to insert the hyperlink.
5. In the Reference Variables pane, select an exhibit section variable and click Insert (or double-click the exhibit section variable). The hyperlink is inserted.
6. Save and check in the report object.

If the exhibit file name property is set, the exhibit links the report main document to it.

If the exhibit file name property is not set, the exhibit links the report main document to the name of the exhibit section. The exhibit is generated with the file name set to the name of the exhibit section.

Insert a Hyperlink to a Web Object (External URL)

In a report, you can define Web objects as exhibits. You can then place a hyperlink to a Web object exhibit in a report object.

You can define a Web object as an exhibit by right-clicking on it and selecting Properties > Manage All Object Properties, and then selecting the Is Exhibit checkbox and clicking OK.

To insert a hyperlink to a Web object:

1. Open the report that you want to work with.
2. Open and check out the report object in which you want to place a hyperlink to a Web object exhibit.
3. In the Report Object tab on the ribbon, click Insert Variable > Exhibit. The Reference Variables pane is displayed, listing all exhibit variables in the report.
4. In the report object, click on where you want to insert the hyperlink.
5. In the Reference Variables pane, select a Web object exhibit variable and click Insert (or double-click the Web object exhibit variable). The hyperlink is inserted.
6. Save and check in the report object.

If you generate the report to EDGAR HTML and open the HTML, hyperlinks point to the selected section exhibits file when you click the links. Or if you generate in Word and save the generated Word document, the hyperlinks point to the correct linked files or URL for the Web object.

About Legacy Exhibit Objects

Legacy CDM report objects that have the Exhibit print option selected in the properties are still supported but not recommended for use. It is recommended that these legacy exhibit report objects be moved to exhibit sections. If you clear the Exhibit print option for a legacy CDM report object, it becomes disabled.