Manage Notes in the financial statements

Notes to the financial statements are important disclosures that further explain numbers in the financial statements document.

Create and organize notes

You can create individual notes and organize them into a hierarchy to structure your disclosures.

To create a note:

1. Select the Notes to the Financial Statements area at the Document Map.

2. Select Add () | Create Note. A new note is added with a default title Note title.

3. Select the title to rename it, if needed.

To create a note hierarchy:

1. Select the Notes to the Financial Statements area in the Document Map.

2. Select the note you want to add a sub-note to, then select Add ().

3. Under Heading, select the appropriate heading level. A subcategory note is added with a default title Note title.

4. Select the title to rename it, if needed.

To add content to a note:

1. Select Add () within the note.

2. Choose one of the following content types:

• Text Section

• Dynamic Table

• Page Break

You can add multiple content types within a single note.

Print settings for notes

You can control print settings for individual notes without affecting the rest of the document.

To set print settings for a note:

1. Open the note.

2. Click the More actions icon []

3. Click Edit print settings.

4. Click New print settings.

5. Configure the available options:

   • Page size

   • Margins

   • Page numbering

6. Select Save.

After saving:

• You can reopen Edit print settings to review or update the settings.

• Click Remove settings to return the note to default print settings.

Note: Automatic page breaks and orientation changes are not supported.