Documents are organised in the document management pane, separated by application and template. Documents are split into multiple sections, allowing contributors from different departments to collaborate on the document concurrently.

User rights are automatically inherited from CCH Tagetik’s CPM, additionally users can be restricted to specific sections, ensuring data governance and control.

Individual sections can be submitted, and locked. Completion statuses can be monitored with indicators highlighting if individual sections have yet to be started, are in progress, or have been completed.

Snapshot functionality allows users to create a copy of a document at any time, which can later be restored, or used as a comparison for future versions to monitor changes.

Users can adjust imported numbers directly on the report. When refreshing the numbers, they can preserve the manual overwrites or accept the updated values from the data source. It is also possible to drill down into an object’s source, which will open the relevant Excel report allowing further analysis.

In addition to native MS Word track changes, CCH Tagetik’s audit trail and audit log monitors all user activity, which includes a manual adjustment report providing full visibility into when numbers are changed and by whom.

Validation rules can be defined to ensure accuracy and consistency across the document. The diagnostic rules report provides details on how many validations rules have passed successfully and the details of all of those which have failed.

Roll-forward functionality simplifies the setup of future year reports and will ensure consistent reporting with the previous year by carrying over all relevant manual adjustments.

Don’t forget to read our Disclosure Management Buyer’s Guide.