Refreshing the content

Financials provides options that enable you to configure tables in a financial statement area.

When you have changed the formatting or attributes for a financial statement area from within the CL - Organization standards document, you can refresh the content to display the changes that you have made.

Prerequisites

You can configure any table after you have added content to a financial statement area. See Adding and organizing content for more details.

Procedure

1. Open the Firm Library document for the financial statement area
2. From the Format Tab, in the Refresh group, select an applicable option. Quick Reference

Results

The updated content appears in the financial statement area.