Version 5.5a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.3 and contains new form types as specified by EDGAR 20.3. Additionally, this release contains support for the new redlining format for inline XBRL documents and other EDGAR 20.3 changes. Improvements and corrections have been made to the HTML to XHTML function, to HTML validation, to XDX for Risk Return, and to various other functions.
Monday, September 21. 2020
New Release (5.5a) for the GoFiler Family of Products
Please use the Check for Updates function to update your software to the latest version.
GoFiler Complete 5.5a
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
– The following new EDGAR forms have been added to the software: 497VPI, 497VPU, N-VP, N-VP/A, N-VPFS, and N-VPFS/A.
– New exhibits have been added for Forms N-3, N-4, and N-6. Filers may attach these new exhibits in official HTML or ASCII format (and unofficially in PDF).
– Removed the following forms from the New Project dialog: N-1, N-1/A, N-27E-1, N-27E-1/A, N-27F-1, and N-27F-1/A.
N-PORT Updates
– Made a number of corrections and improvements to the validation.
N-CEN Updates
– Add a new sub-item “k. Rule 6c-11 (17 CFR 270.6c-11)” to Item C.7.
– Updated the instruction for Item E.2 to match EDGARLink Online.
Page View and HTML
– Updated the HTML to XHTML function to convert both <R> tags and broken character entities (<R>) to EDGAR 20.3 CSS -sec-ix-redline style tags.
– Made improvements to the HTML to XHTML function.
– Made a number of improvements to the validation of character entities and added tests for defined private character areas.
– Made a number of improvements to validation of projects that contained both iXBRL and HTML documents, as well as files with large lists of exhibit references.
– Added basic validation for the EDGAR -sec-ix-redline CSS property as well as additional CSS properties that were not previously validated.
– Made a number of improvements for character processing.
– Improved the import of character ligatures from PDF.
– Updated Page View to display revised coloring for -sec-ix-redline.
– Added -sec-ix-redline to the Control Window.
– Added logic to treat the <u> tag is as CSS when editing in XHTML.
– Added -sec-ix-redline to the redline conversion during proof.
XBRL View
– The rr-ent (Risk Return entire) taxonomy is no longer allowed by the SEC. The application uses this taxonomy when the default linkbases option is used in Risk Return. As a result, the “RR 2018” option has been flagged as “no longer accepted”.
– XFR files using this taxonomy are automatically converted to the “RR 2018 (no default linkbases)” taxonomy when they are opened.
– DEI 2018 taxonomy is no longer allowed by the SEC. The application will automatically convert any Risk Return 2018 filing to use the DEI 2020 taxonomy.
– When creating a new document, the role URIs for Risk Return presentations will automatically be set using the given namespace.
– When creating a new “RR 2018 (no default linkbases)” file, the default risk return calculations are automatically applied to the XFR file.
– When changing the namespace, any blank role URIs will be automatically generated for presentations that match the standard Risk Return presentation names.
– Corrected some issues with the validation for DQC 0001 and DQC 0087.
XDX
– The rr-ent (Risk Return entire) taxonomy is no longer allowed by the SEC. The application uses this taxonomy when the default linkbases option is used in Risk Return. As a result, the “RR 2018” option has been flagged as “no longer accepted”.
– Added an option to generate embedded XBRL for risk return table engrams.
– Improved the automatic tagging of 485BPOS cover pages.
– The Exclude Block function will now exclude the containing table when used when the cursor is inside a table cell.
– When marking a risk return element or fact, the display options will automatically be set based on the element properties
– Any context created as part of the XDX to iXBRL or XFR process will automatically be added to the Risk Return Details presentation if the filing uses the Risk Return taxonomy.
– Corrected an issue with the Risk Return No Default linkbase taxonomy and the Details Data presentation which could result in uncategorized items.
iXBRL
– Added logic to treat the <u> tag as CSS when editing an inline XBRL document.
Collaboration and Control
– Updated various menu function classifications to improve the items that appear in the User Permission Levels - Functions and Options dialog.
GoFiler 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
– The following new EDGAR forms have been added to the software: 497VPI, 497VPU, N-VP, N-VP/A, N-VPFS, and N-VPFS/A.
– New exhibits have been added for Forms N-3, N-4, and N-6. Filers may attach these new exhibits in official HTML or ASCII format (and unofficially in PDF).
– Removed the following forms from the New Project dialog: N-1, N-1/A, N-27E-1, N-27E-1/A, N-27F-1, and N-27F-1/A.
Page View and HTML
– Updated the HTML to XHTML function to convert both <R> tags and broken character entities (<R>) to EDGAR 20.3 CSS -sec-ix-redline style tags.
– Made improvements to the HTML to XHTML function.
– Made a number of improvements to the validation of character entities and added tests for defined private character areas.
– Made a number of improvements to validation of projects that contained both iXBRL and HTML documents, as well as files with large lists of exhibit references.
– Added basic validation for the EDGAR -sec-ix-redline CSS property as well as additional CSS properties that were not previously validated.
– Made a number of improvements for character processing.
– Improved the import of character ligatures from PDF.
– Updated Page View to display revised coloring for -sec-ix-redline.
– Added -sec-ix-redline to the Control Window.
– Added logic to treat the <u> tag is as CSS when editing in XHTML.
– Added -sec-ix-redline to the redline conversion during proof.
GoFiler Lite 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
– The following new EDGAR forms have been added to the software: 497VPI, 497VPU, N-VP, N-VP/A, N-VPFS, and N-VPFS/A.
– New exhibits have been added for Forms N-3, N-4, and N-6. Filers may attach these new exhibits in official HTML or ASCII format (and unofficially in PDF).
– Removed the following forms from the New Project dialog: N-1, N-1/A, N-27E-1, N-27E-1/A, N-27F-1, and N-27F-1/A.
Go16 Complete 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
Go16 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
Go13 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
Page View and HTML
– Updated the HTML to XHTML function to convert both <R> tags and broken character entities (<R>) to EDGAR 20.3 CSS -sec-ix-redline style tags.
– Made improvements to the HTML to XHTML function.
– Made a number of improvements to the validation of character entities and added tests for defined private character areas.
– Made a number of improvements to validation of projects that contained both iXBRL and HTML documents, as well as files with large lists of exhibit references.
– Added basic validation for the EDGAR -sec-ix-redline CSS property as well as additional CSS properties that were not previously validated.
– Made a number of improvements for character processing.
– Improved the import of character ligatures from PDF.
– Updated Page View to display revised coloring for -sec-ix-redline.
– Added -sec-ix-redline to the Control Window.
– Added logic to treat the <u> tag is as CSS when editing in XHTML.
– Added -sec-ix-redline to the redline conversion during proof.
GoFormD 5.3b
General Items
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
General EDGAR Updates
– Updated to EDGAR 20.3.
GoXBRL 5.3b
General Items
– Adjusted the colors in the Management View for contrast compliance.
– The set of proof functions on the File Ribbon has been updated to allow for certain parameters and templates to be automatically set by script.
Page View and HTML
– Updated the HTML to XHTML function to convert both <R> tags and broken character entities (<R>) to EDGAR 20.3 CSS -sec-ix-redline style tags.
– Made improvements to the HTML to XHTML function.
– Made a number of improvements to the validation of character entities and added tests for defined private character areas.
– Made a number of improvements to validation of projects that contained both iXBRL and HTML documents, as well as files with large lists of exhibit references.
– Added basic validation for the EDGAR -sec-ix-redline CSS property as well as additional CSS properties that were not previously validated.
– Made a number of improvements for character processing.
– Improved the import of character ligatures from PDF.
– Updated Page View to display revised coloring for -sec-ix-redline.
– Added -sec-ix-redline to the Control Window.
– Added logic to treat the <u> tag is as CSS when editing in XHTML.
– Added -sec-ix-redline to the redline conversion during proof.
XBRL View
– The rr-ent (Risk Return entire) taxonomy is no longer allowed by the SEC. The application uses this taxonomy when the default linkbases option is used in Risk Return. As a result, the “RR 2018” option has been flagged as “no longer accepted”.
– XFR files using this taxonomy are automatically converted to the “RR 2018 (no default linkbases)” taxonomy when they are opened.
– DEI 2018 taxonomy is no longer allowed by the SEC. The application will automatically convert any Risk Return 2018 filing to use the DEI 2020 taxonomy.
– When creating a new document, the role URIs for Risk Return presentations will automatically be set using the given namespace.
– When creating a new “RR 2018 (no default linkbases)” file, the default risk return calculations are automatically applied to the XFR file.
– When changing the namespace, any blank role URIs will be automatically generated for presentations that match the standard Risk Return presentation names.
– Corrected some issues with the validation for DQC 0001 and DQC 0087.
XDX
– The rr-ent (Risk Return entire) taxonomy is no longer allowed by the SEC. The application uses this taxonomy when the default linkbases option is used in Risk Return. As a result, the “RR 2018” option has been flagged as “no longer accepted”.
– Added an option to generate embedded XBRL for risk return table engrams.
– Improved the automatic tagging of 485BPOS cover pages.
– The Exclude Block function will now exclude the containing table when used when the cursor is inside a table cell.
– When marking a risk return element or fact, the display options will automatically be set based on the element properties
– Any context created as part of the XDX to iXBRL or XFR process will automatically be added to the Risk Return Details presentation if the filing uses the Risk Return taxonomy.
– Corrected an issue with the Risk Return No Default linkbase taxonomy and the Details Data presentation which could result in uncategorized items.
iXBRL
– Added logic to treat the <u> tag as CSS when editing an inline XBRL document.
Please review the release notes available in our On-Line Community Site for more detailed information about the changes that were made in this release. You can also download a PDF file with the release notes by clicking on the link below.
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