Importing a note

Importing a note

If you have created a note in a prior file that you would like to use in a new set of financial statements, you can import using the below instructions. 

In the Insert ribbon, use the Import button.



You should be presented with this dialog box, which allows you to browse for the source file and also opt to retain input data or XBRL tagging on import.




Once you have browsed for your source file and selected OK, users can then pick the notes they want to import from a checklist. The preview content option can be switched on or off, to better assist with identifying the notes. 



Upon choosing the notes to be imported, click OK. The content should then be added to the bottom of the Notes to the Financial Statements. 

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