1. ParsePort - Knowledge Base
  2. Hypertagging and Block Tagging

Do I need to include my notes in the Excel template?

The answer depends on the tagging method:

  1. Hypertagging 

    If you are tagging your notes using hypertags, then you do not need to.

    The notes are being picked up during the conversion process, due to the hypertags inserted in the visual component (PDF). The only information that needs to be included are the primary financial statements and the general data.

  2. TextSearch

    If you are using the Text Search method, you would need to set up the tagging environment in the Excel Template. Please find out more information here.