Supporting Documents

Supporting documents are mainly used to support or detail facts being presented or to prove statements being made in a report.

These CDM report objects can be supporting documents:

• Microsoft Excel Workbook objects
• Microsoft Word Document objects
• Microsoft PowerPoint Presentation objects

Create a Supporting Document

1. Open the report that you want to work with.
2. Determine the location in the report tree where you want to insert a supporting document, and create the Excel, Word, or PowerPoint object.
3. Right-click the report object and select Properties > Manage All Object Properties. The Properties and Comments window is displayed.
4. In the Report Object Configuration > Print Options section, select the Supporting Document checkbox.
5. Insert the appropriate content for the supporting document.

How Are Supporting Documents Used

When generating a report or report selection to Microsoft Word, Adobe PDF, EDGAR HTML, or Microsoft PowerPoint, you can select the Include Supporting Documents option:

• A separate file is generated for each report object that has Supporting Document selected in its Report Object Configuration > Print Options properties section.
• Optionally, you can choose to merge the supporting documents into the report or report objects selected for generation. When Include Supporting Documents > Include supporting documents in the main report is selected, the supporting documents are generated into the main report file according to their position in the CDM report outline.

If Include Supporting Documents is selected when generating a report or report selection to Microsoft Word, Adobe PDF, or EDGAR HTML, these report objects are generated as supporting documents:

• Microsoft Word Document report objects with Supporting Document selected as a print option.
• Print ranges (enclosed within the ##RS and ##RE combination mark-up) from Microsoft Excel Workbook report objects with Supporting Document selected as a print option.

If Include Supporting Documents is selected when generating a report or report selection to Microsoft PowerPoint, these report objects are generated as the supporting documents:

• Microsoft PowerPoint presentation report objects with Supporting Document selected as a print option.

When opening a supporting document that was generated along with a report or selected report objects to Word, its CDM Workspace tab has the name of the CDM report object and the supporting document icon .

When a supporting document is saved in a snapshot or locally, the name of the source report object is used as its file name.