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NotebuilderAdvanced - Getting Started

Click here for a full interactive guide on getting started with NotebuilderAdvanced.  

The following areas are covered within this guide:

1. Opening NotebuilderAdvanced

2. NotebuilderAdvanced Toolbar

3. What is the difference between a KL and a profile?

4. Building and configuring a note

5. Rolling forward

6. Tagging content for iXBRL purposes

7. Bringing your note into the Accounts

8. Sharing content

  • Related template: NotebuilderAdvanced
  • Software platform: Working Papers 2021, Working Papers 2022