Setting XBRL & Filing Defaults

You can set workspace defaults for XBRL and filing. Typically, you’ll set defaults when you initially create and set up a workspace. To set XBRL and filing defaults, the workspace needs to be set as a SEC/SEDAR Reporting solution.

NOTE: To set XBRL and filing defaults, you need to be a workspace or organization admin.

XBRL Defaults

When setting XBRL defaults In a workspace, the following fields are required.

  • XBRL Namespace Prefix
  • XBRL Namespace Identifier (URI)

To set XBRL defaults:

1
Go to Workspace Settings by clicking Settings.
2
Click XBRL.
3
Enter details for XBRL defaults. XBRL Defaults
4
Click Save Changes and confirm you’d like to save your changes.

Filing Defaults

Filing defaults you set will automatically load for the filing. When setting filing defaults in a workspace, the following fields are required.

  • Stock Exchange and Ticker Symbol
  • Central Index Key (CIK)
  • Accelerated Filer Status - required field.

To set filing defaults:

1
Go to Workspace Settings by clicking Settings.
2
Click Filing.
3
Enter details for filing defaults. Filing Defaults
4
Click Save Changes and confirm you’d like to save your changes.