With the help of a disclosure checklist, disclosure requirements, e.g. according to IFRS [International Financial Reporting Standards], can be checked for compliance. For this purpose, a checklist can be imported into SmartNotes and edited there. It serves as a template and is fully assigned to a document. Text sections within the SmartNotes Word snippets can be marked ["tagged"] and identified as such "disclosure checklist" elements. In a further step, it is possible to evaluate the checklist, i.e. to generate a list as a report. This shows which standards and regulations have been complied with. An element of the checklist is considered to have been checked if a section of a Word snippet has been assigned to the element. This function can be controlled via Word. Furthermore, when pre-rolling and copying a document, all currently assigned disclosure elements are taken over and can in turn be adapted or removed as desired. |