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Unit 1: Introduction to Disclosure Management
Lesson: Introducing Disclosure Management
Lesson: Using Disclosure Management
Lesson: Defining the Key Concepts of Disclosure Management
Unit 2: Configuration
Lesson: Scoping an Implementation Project
Lesson: Creating Periods and Reports
Lesson: Creating Data Repository Chapters
Lesson: Organizing the Data Cache
Lesson: Enhancing the Data Cache
Lesson: Refreshing the Data Cache
Lesson: Creating a Period from an Existing Period
Lesson: Introducing the Configuration of Formatting
Lesson: Defining Microsoft Word Templates to Format Tables
Lesson: Defining Chapter Templates
Unit 3: Workflow and Security Configuration
Lesson: Creating Users and Roles
Lesson: Configuring a Workflow
Unit 4: Report Chapter Creation
Lesson: Creating Report Chapters
Lesson: Configuring Chapters
Unit 5: Chapter Editing
Lesson: Editing Microsoft Word Chapters
Lesson: Defining Datalinks
Lesson: Defining Data Selections
Lesson: Inserting Tables
Lesson: Formatting Tables
Lesson: Inserting Floating Text
Lesson: Inserting a Formula Field
Lesson: Managing Datalinks
Lesson: Inserting Charts
Unit 6: Data Refresh and Comparison
Lesson: Refreshing Data in Microsoft Word
Lesson: Refreshing Data in the Web
Unit 7: Workflow Utilization
Lesson: Using the Workflow
Unit 8: Consolidated Reports
Lesson: Creating the Consolidated Report
Lesson: Generating the EDGAR Report
Unit 9: System Monitoring
Lesson: Monitoring the System
Unit 10: XRBL
Lesson: Introducing the Configuration of XBRL in Disclosure Management
Lesson: Introducing a Taxonomy
Lesson: Creating a Taxonomy
Lesson: Extending a Taxonomy
Lesson: Tagging Data with XBRL
Lesson: Tagging Microsoft Word Comments with XBRL
Lesson: Configuring Multi-Entities Publication
Lesson: Publishing an XBRL Instance Document