History of a Result Document

Last modified on 2024-08-20

Overview

 

In the history of a result document, you can quickly see when a version was created, who created it and with which options it was created. 

Opening the History

In the overview of a document, click History to open the history of a result document:

Displays the 'History' workspace. In the overview, the 'History' link is outlined in red. Open the history of a result document

The following options are available in the history:


Option

Description


Search

Searches for the specified character string in the list of documents.


Word, Excel, iXBRL, HTML

The system only displays documents of the file types whose check boxes are activated.


Show docu­ments from other users

Result documents created by other users are also displayed in the list of result documents.


List of result docu­ments

Name

The name of the result document

Created on

Creation date of the result document

Created by

Creator of the result document

Language

Language of the result document

Error

If he result document contains errors, they are displayed here. Possible errors might be, for example, defective Outareas, key figures in continuous text or document variables.


Opens the detail view of the history for a result document.


Downloads the result document.


Deletes the result document from the history.


Open Version

You can open any of the versions shown in the history at any time. To do this, click the icon or the name for the selected file in the History.

 

Comparing Documents

To track changes easily, you can compare two result documents at any time.

To compare result documents:

  1. If necessary, open the History.
  2. Activate the check boxes of the documents you want to compare.
  3. Click Compare documents.
    Comparing two versions of a document
Opening the Detail View

For each version of a result document in the history, you can open a detailed view in which you can obtain detailed information relating to the version. 

In the history of a document, click the icon in the row of the desired version of the result document:

Excerpt from a history with three versions of a result document. All three 'i' icons displayed are outlined in red. Open the detail view of a history

The detail view of a history is displayed as follows, for example:

Detail View of a History Detail View of a History

The detail view shows the settings that were used when the selected version was created:


Option

Description


Created on, Created by

Creator of the result document and the date and time at which the result document was created.


Language

Language in which the result document is created.


General

Control report (add file name)

The combined elements of the result document were labeled with the name of their chapter of origin. This allows you to quickly see from which chapter and therefore from which Word or Excel file a particular element of the result document originates.

Write user name in the header

The name of the creator and the time of creation were written in the header of the result document.

Remove values

All values under the control of Disclosure Management have been replaced by a zero.


Word functions

Disable tracking of changes

The change tracking mode in the Word file has been deactivated.

Remove hidden text

The hidden texts contained in the Word files were not included in the result document.

Remove comments

The comments contained in the Word files were not included in the result document.


XBRL

Add XBRL mapping

The XBRL mapping was added to the result document. The Word file can be loaded into the XBRL tagger.


Messages

List of errors that may have occurred when creating the document with chapter name and time at which the error occurred.

The last column shows the MS Office file associated with the chapter. You can open any MS Office file directly from the column by clicking the corresponding MS Office icon.


Exporting the Detail View of a History to MS Excel

The detail view of the history can be exported to an Excel document at any time. Proceed as follows:

 

  1. If necessary, open the History.
  2. In the list of result documents, click the icon in the desired row.
  3. Click Export to Excel.

    Exporting history to MS Excel