Generate an Instance Document

As you work in CDM XBRL, you can generate an XBRL instance document at any time, where you can review the XBRL code output.

After you complete all your report objects and tagged all the necessary data in CDM, you generate the final XBRL output and instance document that are required for filing with your regulatory body.

To generate an instance document:

1. Open the project that you want to work with.
2. Click the Home > Generate Instance Document. The Generate window opens.
3. In the Refresh section, select an option to refresh the data in the report that is associated with the project.
4. Select one or more of the validation options.
5. Click OK to start the generation.

   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.

6. To open the file, open the All processes completed window in the status bar, and click the Open icon. A check mark indicates that a process generated properly. An exclamation point indicates an error that stopped the process.
7. To save the generated report, click the Save icon in the All processes completed window in the status bar and browse to a new location.