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Documentação do utilizador
Orientações por tarefa para administradores, preparadores e revisores. A pesquisa permanece no navegador e não envia dados do reporte para serviços externos.
Use the guided setup to derive the period, deadline, taxonomy, module, and initial filing work.
8 min
Inspect, preview, reconcile, and apply CSV, Excel, ODS, EIOPA XBRL, or supported national XBRL data safely.
8 min
Work from grouped root causes, inspect exact evidence, preview safe corrections, and verify the full filing result.
10 min
Understand and verify the consequences of the final internal review decision.
6 min
Use the guided setup to derive the period, deadline, taxonomy, module, and initial filing work.
Create the workspace and record the identity and reporting defaults used by filing cycles.
Learn the portfolio, filing, billing, and administration screens with localized, restartable walkthroughs.
Follow a filing from draft through review, correction, approval, locking, and export.
Confirm supported reporting scope, see the relevant workflow, and agree a free 14-day trial where appropriate.
Learn what administrators, preparers, reviewers, and read-only users can do.
Access your workspace and confirm you opened the intended entity and reporting period.
Understand the product boundary before relying on validation, exports, or recorded submission evidence.
Identify EIOPA, national, authority-native, internal, and reference outputs correctly.
Use consistent product terms for identity, workflow, validation, evidence, export, and regulatory outcomes.
Prepare supported tabular and XBRL sources for deterministic preview and apply.
Review current identity, validation, export, deployment, recovery, and assurance boundaries.
Track changes to filing preparation, review, validation and export, including supported formats, compatibility boundaries and resolved workflow issues.
Compare organization roles, table-level restrictions, and workflow capabilities.
Review security controls, taxonomy coverage, deployment responsibilities, AI data flow, and import/export boundaries.
Understand what each internal filing status allows and what it does not prove.
Determine support from the installed package and filing controls instead of assuming uniform coverage.
Resolve readiness blockers, create an artifact from the locked snapshot, and verify its identity before use.
6 min
Schedule source previews, work from one exception inbox, generate a current reviewer pack, and interpret measured value safely.
Compare controlled security-master and authoritative reference data with filing values before accepting any field.
Work safely with reporting values, currency evidence, context dimensions, and calculated fields.
Use the free workbook converter and XBRL checker, understand their scope, correct findings and remove a temporary report.
Inspect, preview, reconcile, and apply CSV, Excel, ODS, EIOPA XBRL, or supported national XBRL data safely.
Map source columns to filing destinations, test the result, and submit a revision for approval.
Configure solo or group scope, calculate governed scenarios and actions, approve immutable evidence, and respond to operational IRRD triggers.
Back up a filing and its evidence with a separately controlled passphrase.
Verify and restore an encrypted filing without confusing it with the original workspace record.
Send useful customer feedback without exposing filing values, credentials, or unsupported regulatory conclusions.
Collect useful troubleshooting evidence without exposing filing values, credentials, or passphrases.
Work from grouped root causes, inspect exact evidence, preview safe corrections, and verify the full filing result.
Preserve supporting material, assign a reviewer, and hand off a prepared filing.
Understand and verify the consequences of the final internal review decision.
Review exact filing movements, explain material changes, and trace every brief statement to filing evidence.
Run an attributable correction cycle without losing the earlier review history.
Review values, period movements, validation results, evidence, the reviewer brief, comments, and audit history.
Resolve readiness blockers, create an artifact from the locked snapshot, and verify its identity before use.
Keep product artifacts and external authority outcomes distinct and preserve evidence for each step.
Record jurisdiction-specific identity and reporting-level settings before creating a filing.
Select a billing plan, understand its user and reporting-entity allowances, and verify the plan shown on invoices.
Apply the retention decision carefully and verify the non-sensitive deletion record.
Complete an operator-assisted organization exit without confusing active deletion, retained records, or backup expiry.
Create an entity-scoped service account, prepare a draft with Python, R, Julia, or JavaScript, and retrieve validation findings without bypassing user review.
Use the operational portfolio to decide which filing needs attention and who owns the next action.
Stage, review, activate, download, and restore EIOPA and GLEIF source snapshots.
Assign organization roles and optional table-level edit or review allowlists.
Interpret structural, data-quality, cross-template, taxonomy, and jurisdiction findings.