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Tips on Consistent wording across multiple documents

Comments

5 comments

  • Stephanie Hout

    I am a little curious about this because we have some things we don't do simply because of these timing differences.

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  • Murphy Sauceman

    I think something could be done if the upcoming lock feature would prevent destination links from being updated in the locked file. If that were the case, I think that it would make for a Global master common verbiage more feasible!

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  • Jared Kastriner

    We have copies of the documents that are all linked to master language and get copied for every quarterly disclosure.  It results in lots of extra files and is extremely confusing to follow how we rollforward our documents, but if you can wrap your head around how everything is linked and rolled forward, it minimizes the noise of having to match language later.

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  • Murphy Sauceman

    Jared Kastriner do you end up removing all links once you make a copy for the next quarter (e.g. q2) and finalized the quarter reporting?

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  • Jared Kastriner

    Leave all the links, otherwise it defeats the purpose. Our quarter has a folder with a copy of our annual and our audit with it.  We work our quarter and the annual/audit get updated in real time instead of the end of the year. When it is time to do work our annual disclosure/audit, we move those to their respective folders. Our annual/audit is June, which issues around the same time as our September disclosure, which means our September of FY22 is linked to our Audit/Annual of FY21. 

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