Add an XBRL Tag to a Word Object

You can use CDM XBRL to add an XBRL tag to content in a Word object.

You can select Word object data that is required for XBRL, and then add a tag to it to specify that it is content that is required for XBRL. For example, if your Word object contains the name of your company, you can tag that content for XBRL.

To add an XBRL tag to a Word object:

1. Open the project that you want to work with.
2. Open and check out the Word object and toggle on tagging mode for it.
3. In the Data Tools area on the ribbon, click Pivot Grid.
4. Above the Tag Inspector tab, click Pivot Grid.

   Tip: To simplify your tagging work, you can pivot or filter the Pivot Grid to approximate the appearance of the data in the Word object. For example, you can change the Pivot Grid to move columns to rows, and rows to columns. If the Pivot Grid contains extra rows or columns that are not visible in your Word object, you can filter them so that they are no longer visible in the Pivot Grid.

5. In the Word object, highlight the content that you want to tag.
6. In the Pivot Grid, select an intersection where you want to add tags for the content that you selected in the Word object.
   1. Find the intersection where you want to add the tag. You can adjust your view of the Pivot Grid to help locate the area. If you do not know the role and table of the concept you want to tag, you can click Search to find it.
   2. Select an intersection that matches the type of data that you selected in the Word object, for example, string data. Also, the concept's time period type must match the time period you are tagging against. If the selected concept has a period type of Instant, you must select an intersection with a time period of Instant.

      There are several ways to view information about an intersection:

      • Click Highlight Item Types. Intersections of different types are highlighted with different colors, which are described in the Legend pane that opens. The colors in the Legend pane represent the data types: Monetary Item Type, Decimal Item Type, Integer Item Type, Pure Item Type, String Item Type, Date Item Type, HTML Item Type, Fractional Item Type, and Numeric Item Type.
      • With your mouse, hover over the intersection. A window opens with information about the intersection, including the data type.
      • Some intersections are not suitable for tagging. Unsuitable intersections are shaded gray. When you hover over an unsuitable intersection, you can see a message that explains why it is unsuitable.
7. To create the tag, complete the following steps:
   1. Click Tag.
   2. In the Data area, if the data is numeric, select values for Unit and Decimal Accuracy.
   3. Select Negated if you want the data changed from positive to negative or from negative to positive when you generate the instance document.
   4. Select a transformation set or specify a default transformation set. For example, if you are tagging a monetary value, you might want to scale your value to millions.
   5. Click OK. Data is visible in the Pivot Grid, in the intersection that you selected.
   6. Click OK.

   Tip: If you want to create multiple tags at the same time, you can repeat the previous three main steps as many times as necessary before you continue with the following steps.

8. In the Tag Inspector tab, you can view details of your new tag and any other tags in the Pivot Grid.
9. Click the Word object and save your changes.
10. Check in the Word object.