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Editing a document

A document can be edited at any time via the Document Management feature where all entries defined during creation can be modified.

Document editing procedures sequence

Modifying an existing document

Word Add-in > CCH® Tagetik Disclosure ribbon bar > Document Management > Structure

  1. Open the document to be edited
  2. Click on Structure: the Document Structure panel opens - X
  3. Select document from structure
  4. Click the Edit button at the bottom of the panel
  5. Change document name to .docx extension - Note (upon saving, the system displays a message informing the user that on Sharepoint the document name is not aligned, it is necessary to check the correspondence manually. Make the changes manually on Sharepoint)
  6. Change additional information (if any)
  7. Change the language (if desired) using the dropdown with the list of available languages. The language (retrieved from the Languages configuration on CPM) influences the descriptions of objects in the document
  8. Click Save to save the changed information in the General Tab
  9. Click Previous to return to the document structure

Modifying Document Parameters

CCH® Tagetik Disclosure ribbon bar > Document Management > Structure

  1. Follow steps number 1,2,3,4 of the procedure edit an existing document.
  2. Click on the Parameters Tab to display the list of Databases
  3. If parameters were never defined during creation, click Toggle to activate the application database
  4. Click on the card opening arrow
  5. Click on Add Dimension
  6. Select a dimension from the list shown by the system e.g. Entity
  7. Click on the Dimension Field
  8. Select the node/lowest level element from a Flat list or hierarchy e.g. Entity - EN_00 - New york
  9. Click on Confirm
  10. If at least one parameter has been defined on the database card opening arrow
  11. Click on the dimension already entered e.g. Entity - New York
  12. Click on the X icon to delete the item
  13. Click on the field to add a new item from the Hierarchy or Flat list
  14. Click on Add Dimension and choose a new dimension to add
  15. Select the X icon if you want to delete a previously added dimension
  16. Click Save to save the changes made to the Parameters
  17. Click Previous to return to the document structure

Modifying document formats

CCH® Tagetik Disclosure ribbon bar > Document Management > Structure

  1. Follow steps number 1,2,3,4 of the procedure edit an existing document.
  2. Click on the Advanced Tab to display the document formats.
  3. Click Decimal Separator
  4. Change one of the entries > Full stop, comma, or superscript '
  5. Click on Thousand Separator
  6. Change one of the entries > Comma Selected by default, Full stop . superscript ' or None
  7. Click on Field Number to change the Number format already entered "€ #,##0.00;€ -#,##0.00;€ 0 "
  8. Click on Percentage field to change the already entered Number format "#,##0.00 %;-#,##0.00 %;0 % "
  9. Click on the dropdown Select Default
  10. Choose the date format from the list (d/m/yy default)
  11. Or click on the Customised Radio Button
  12. Enter a valid date format
  13. Click Create to save changes made to Formats
  14. Click Previous to return to the document structure