2.3 Modifying Document Properties

When a new document is created, Report Authority will set the document properties based on the information provided in the New Document Wizard. 

You can however manually update the document properties anytime after creation, such as changing the entity or period. The Entity and Period document properties can be found in the Setup menu within the Documents Setup ribbon:

Documents can be reused for subsequent periods by utilising the roll forward functionality which will automatically update the period of the document (see Roll Forward for more information).

Entities Form

This form will always contain at least one entity, which is created by the New Report Wizard. You can change the Entity properties by clicking on edit.

• Entity name - Type in the name of the entity.
• Country of incorporation - Select the country of incorporation of the entity.
• Type of organisation - Select the type of organisation.  
  
  This list is updated to reflect the types of organisations identified in the selected country of incorporation.
• Identifier scheme URL - This will be automatically populated based on the type of organisation selected, with the exception of “Other” where the appropriate identifier scheme URL must be supplied.  
  
  A scheme URL is just a convenient string of characters that uniquely identifies an organisation that administers a registration scheme - it may link to a relevant part of that organisation’s web site. This must be a valid URL (web link).
• Entity identifier - Input the entity identifier relevant for the type of organisation.  This must conform to the identifier scheme.
• Entity identifier suffix - If you are required to use an entity identifier suffix, you can select one from the predefined list or type any suffix into the form.

Periods Form

Fixed Format Documents contain only one reference date so you will only be required to modify the Name and From information.

• Name - This is the name of the period context.
• From - The reference date of the period context.

Report Options

To change the other report options that were selected in the New Document Wizard, select File > Options > Report:

Report Details

• Report name: You can change the name of the report here or by saving the report under a different file name.
• Date/Number format: Select the region that presents dates and numbers in the format you require.

Other Defaults

• Monetary unit: Change the reporting currency.
• Stated accuracy: Change how accurate you claim the monetary values in your submission are. 
• Monetary scale of source data: Change the scale of your source data.
• Automate totals and subtotals: Remove or add the automatic calculations of intra-table totals and subtotals.
  
  See Creating a New Document for more information on Other Defaults.