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Configuring a Document
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Glossary

Configuring a Document

Overview

In the Configure document workspace, individual specifications can be configured for each document. These include:

  • Localization
  • Separator
  • Prefix and suffix
  • MS Office settings
  • Word template used
  • Behavior when updating tables
  • Document languages
  • Typography rules (Spaces)
  • Style guide specifications
  • Rules monitored by the Layout Check
  • The settings valid for all documents can be overwritten in the Advanced Settings of an Excel file.
  • In addition, document-wide specifications can be configured, for example the display of user names or specifications for import purposes. More information on this can be found in Disclosure Management Settings.

Opening a Workspace

In the overview of a document, click Configure document to open the workspace.

Workspace 'Configure Document'
Workspace 'Configure Document'

Options on the 'General Settings' Tab

You can set the following options on the General Settings tab in the Configure document workspace. Each option is explained in more detail in the user interface.

MS Office

Settings for MS Office documents:

'MS Office' dialog with the settings for MS Office documents
Document settings for MS Office

MS Word

Settings for MS Word documents:

'MS Word' dialog with the settings for MS Word documents
Document settings for MS Word

The Highlight changed values on refresh option is only available when the Update values within table insert mode is selected. With the other insert modes, the option is greyed out. If you disable the option, existing table highlights are removed on the next refresh.

MS Excel

Settings for the format template and number formatting in MS Excel:

'MS Excel' dialog with the settings for the format template and number formatting
Document settings for MS Excel (part 1)

Settings for the display and programming of values in MS Excel:

'Comment-required roundings' dialog with the settings for the display and programming of values in MS Excel
Document settings for MS Excel (part 2)

For more information about MS Excel files in Disclosure Management, see Creating and Editing Excel Files.

Data view

Settings for the data view:

'Data view' dialog with the 'Hide report data' setting
Document settings for the data view

For more information about the data view, see Using the Data View.

Layout robot

Selecting the layout robot:

'Layout robot settings' dialog with an added layout robot
Document settings for the layout robot

For more information about the layout robot and its tasks, see Using Layouts in MS Excel and Using Layout Actions in MS Word.

XBRL

Selecting the desired XBRL taxonomy for XBRL tagging.

'XBRL' dialog with the selection of the XBRL taxonomy
Document settings for XBRL

For more information about the XBRL tagger, see Editing Documents in the XBRL Tagger.

Further Tabs in the 'Configure document' Workspace

In addition to General Settings, the Configure document workspace provides the following tabs:

TabPurpose
Language SettingsManage the document languages, including the primary language (Default Language) and language-specific format templates for MS Word.
SpacesManage the typography rules that are applied automatically when a Word file is checked out (for example, non-breaking spaces between a number and a unit).
Style GuideDefine which Word styles are available for headings and body text, so that all authors work with the same formatting specifications.
Layout CheckChoose which text and formatting rules are monitored while a report is edited in Word.

Last updated on May 1, 2026

Table of Contents
OverviewOpening a WorkspaceOptions on the 'General Settings' TabFurther Tabs in the 'Configure document' Workspace
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