Linking

CrossLinks allow tables and single values to be linked from Microsoft Excel into Certent DM WordDisclosure Management platform for Microsoft Word reports.

Linking Setup

1. Set up your Excel linking document tables using best practices (see Format in Excel).
2. Set up a named range for each table (see Create Named Range).
3. Apply the linked tables into your report (see Create New Table CrossLinks).
4. Optionally, set up links for dates or narrative values (see Narrative Linking Best Practices).
5. Update CrossLinks to refresh the data from Excel into the DM Word report.
6. Use Show Me to highlight linked tables and values (see also Preserving XBRL Tags).

Troubleshooting Topics

• Linking Troubleshooting
• Preserving XBRL Tags
• Find The Named Range in Microsoft Excel
• Format in Excel
• Source/Destination Formatting