We've made the data migration process simple and straightforward.
Focus on regulatory content: Work exclusively with the regulatory sections of your annual report for this program.
Copy & paste with structure: Copy the relevant text and paste it into the corresponding fields in your project. Don't worry about design elements like fonts or colors. The key is to correctly structure your content by marking headings and tables appropriately.
Notes to financial statements: Don't copy all of the notes from your report, focus on the group-level notes only.
Working with sections
Our platform is structured to mirror a typical regulatory report. You'll be working with sections like:
Financial statements: Your balance sheet, income statement, and other primary financial statements.
Notes to financial statements: The detailed notes that explain your financial data.
Digital One is build for collaborative work: while only one user can edit a section at a time, multiple users can view the same section simultaneously. We encourage you to test this functionality and set up your project in a way that best suits your team's workflow.
Digital One data integration
How to populate your report with the data?
Option 1: You can copy and paste tables from your report.
Option 2: If you already have an Excel file with the data, you can insert them directly using CtrlPrint Integrate. This is a quick and efficient way to handle large datasets. For more detailed instructions on this feature, please refer to help article.
