---
title: "Configuring a Document"
description: "In Lucanet Disclosure Management, you can configure individual specifications for each document in the 'Configure document' workspace."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/configure-document-disclmgmt
language: en
last_updated: 2023-08-16
---
# 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

{% warning-box %}
- The settings valid for all documents can be overwritten in the [Advanced Settings](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/excel-file-settings.md) 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](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/discl-mgmt-settings-disclmgmt.md).
{% /warning-box %}

## Opening a Workspace

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

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.

| Option | Description |
|---------|---------|
| MS Office | Settings for MS Office documents: |
| MS Word | Settings for MS Word documents: |
| MS Excel | Settings for the format template and number formatting in MS Excel: |
| Data view | Settings for the data view: |
| Layout robot | Selecting the [layout robot](https://support.lucanet.cloud/en/documentation/glossary.md#layout-robot): |
| XBRL | Selecting the desired **XBRL taxonomy** for XBRL tagging. |

## Options on the 'Language Settings' Tab

The **Language Settings** tab is displayed as follows, for example:

Tab 'Language Settings'

You can set the following options on the **Language Settings** tab in the **Configure document** workspace.

#### Add language

Add a document language. After clicking **Add Language**, the following dialog is displayed:

#### Edit

Opens the edit mode for the settings of the respective language.

#### Format template

Add or remove format templates for MS Word.