---
title: "How to Create & Edit Footnotes"
description: "*This article discusses how to create a Footnote in the Footnote Editor. For information on the Footnote Editor, please see the [Footnote Editor Overview](https://learn.assette.com/docs/footnote-editor-overview/) article.* ## Footnotes vs. Disclosures Before diving into how the how to create and edit footnotes,…"
url: "https://learn.assette.com/docs/how-to-create-edit-footnotes/"
updated: "2024-10-02"
category: Developers / Developer Tools / Footnote Editor
---

# How to Create & Edit Footnotes

*This article discusses how to create a Footnote in the Footnote Editor. For information on the Footnote Editor, please see the [Footnote Editor Overview](https://learn.assette.com/docs/footnote-editor-overview/) article.*

## Footnotes vs. Disclosures

Before diving into how the how to create and edit footnotes, it is important to understand the differences between a footnote and a disclosure. In general, footnotes provide additional *details* or *explanations *related to *specific* line items in a statement while disclosures offer a *broader* context and may be *narrative* in nature and often address performance, events, or risks.

For example, a footnote might explain how Earnings Per Share (EPS) has been calculated (i.e., Net Income Method, Weighted Average Method, or Diluted EPS) while a disclosure might simply state “Future performance is not indicative of future returns”.

It is important to note that within Assette, both footnotes and disclosures may be either static text or data driven (i.e., dynamic), but the key difference is in what is driving any dynamic components. Footnotes are *always* driven by data from a Data Object (i.e., table, chart, or text) whereas a disclosure is driven by metadata or generation parameter (i.e., data related to the account, strategy, or product).

## Editing Footnotes

To edit an existing footnote, click on the ellipses to the right of the footnote and select "Edit". When editing a footnote, all steps follow the same pattern as when creating a footnote.

![How to Create & Edit Footnotes 1](https://learn.assette.com/wp-content/uploads/2024/08/image-75-1024x416.png)

## Creating Footnotes

To create a new footnote in the Footnote Editor, click in the "Create New" button in the upper right-hand side of the Footnote Editor.

![How to Create & Edit Footnotes 2](https://learn.assette.com/wp-content/uploads/2024/08/image-78-1024x247.png)

After clicking on the "Create New" button, users will be presented with the footnote's settings. On this screen, users are given several fields. Of these fields, only the "Name" field is mandatory.

![How to Create & Edit Footnotes 3](https://learn.assette.com/wp-content/uploads/2024/08/image-77-1024x366.png)

![How to Create & Edit Footnotes 4](https://learn.assette.com/wp-content/uploads/2024/08/image-76-1024x505.png)