Confluence Quick Tag™
Prepare for the expanded SEC voluntary XBRL Risk/Return fund filing with Confluence Quick Tag™, a FREE, out-of-box tool that lets you tag and review your prospectus document to create an XBRL-formatted file. Quick Tag is easy to use even if you don’t know XBRL, since it is designed specifically for the ICI Risk/Return taxonomy. Download Quick Tag and start tagging your prospectus document today.
Quick Start Guide
Using Quick Tag is quick and easy.
- Download and install Quick Tag
- Set up your standard registrant information—CIK, Series, and Classes
- Import your RTF-formatted prospectus document
- Select sections of text in prospectus and apply appropriate tags
(Quick Tag helps you identify the correct tags) - Review your results, tag-by-tag
- Review any validation flags
- Generate EDGAR-ready output file
Documentation
Use the Confluence Quick Tag User Guide (PDF) to learn more about how to use this XBRL Risk/Return tagging tool. The following is a general outline of the user guide.
- Overview
- Introduction
- Minimum Requirements
- Scope
- Install/Setup
- Download & Setup
- Install .NET Framework
- Application Install
- Updates
- Product Elements
- Overview
- Menu Bar
- Screen Tabs
- Tagging a Document
- Setting Up Series & Classes
- Loading Prospectus
- Tagging Document
- Reviewing Results
- Output File
- Appendix
- Glossary of Terms
Support
Use the FAQs and E-mail Support page if you have additional questions about how to use Confluence Quick Tag.