Document Creation

Introduction to Documents

Importing Documents

Classic Tabbed Toolbar

Importing Documents from the SEC

Importing a .docx File

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Editing Text

Using Style Guides

Smart Quotes and Curly Punctuation

Text Formatting

Spell Check

Format Painter

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Exporting

Export a Project or Document

Exporting a Workbook to Excel

Save as DOCX

Save as PDF

Export to InDesign

Hyperlinks

Creating a Table of Contents and Hyperlinks

Hyperlinks in Documents

Generate Document URL

Hyperlinking the Exhibit Index

Number Rounding and Scaling

Number Rounding and Scaling Overview

Global Precision-Based Overrides

Number Rounding & Scaling Warning Messages

Review

Viewing Documents

Comments

Directed Comments

Sending for Review

Track Changes

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Tables

Inserting and Sizing a Table

Copying Existing Tables

Tables Across Page Breaks

Formatting Table Cells

Hiding Columns and Rows

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