Adding an XBRL Outline

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You can import an entire XBRL outline into your document or create a new one by adding one section at a time.

Importing an XBRL Outline

Before importing, you must have a ZIP file that contains generated XBRL. The import includes preferred labels and XBRL calculations for that outline.

To import an XBRL outline:

1
Open the document, click the XBRL tab, and make sure Show XBRL is on.
2
Choose an XBRL profile if one is not already applied.
3
Go to the XBRL Outline panel on the left.
4
Click the Import XBRL Outline icon on the XBRL Outline toolbar.

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5
Browse to and select the generated XBRL ZIP file you want to import.
6
Click Import to finish. A progress report shows details of the import.
7
Click Close to finish.

Creating a New XBRL Outline

Create a new XBRL outline by adding one section at a time and organizing it to match the structure of your document.

To create a new XBRL outline:

1
Open the document, click the XBRL tab, and make sure Show XBRL is on.
2
Choose an XBRL profile if one is not already applied.
3
Go to the XBRL Outline panel on the left.
4
Use the Add Before and Add After icons to add sections.

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5
Find and select the taxonomy section(s) you want to add.
6
Use the XBRL Outline toolbar options or drag and drop outline sections to move them around so they match the document structure.