Managing Objects

Modifying objects

Word Add-in > CCH® Tagetik Disclosure Ribbon bar > Objects > Edit

This procedure allows all the information associated with the object to be changed, with the exception of the Object Type and Source Format (CCH Tagetik or Microsoft Excel).

1. Click Edit
2. Insert changes
3. Confirm changes with Save

IMPORTANT: This procedure allows you to make an object a Component by turning on the Component toggle, located at the top right of the General tab. Exceptions are Checkbox, Dropdown and Free Text objects.

IMPORTANT: the formats and resolution of image objects and the formats of amount objects, if inherited from the document, may only be changed after deactivating the inheritance toggle

For further details on Components and Component Instances, see Reference between Objects

Deleting Objects

Word Add-in > CCH® Tagetik Disclosure Ribbon bar > Objects > Delete

This procedure allows an object to be removed from a document.

1. Click Delete
2. Confirm cancellation

Note: If not confirmed, the object will be displayed again in the General tab.