Editing Documents in the XBRL Tagger

Last updated on 2025-11-24

Overview

The Lucanet XBRL Tagger is an ideal complement to Disclosure Management. You can seamlessly transfer result documents from Lucanet Disclosure Management to the XBRL Tagger and process the documents further. The XBRL Tagger has the following key features:

  • The XBRL Tagger automatically validates the tagging in a document.
  • The XBRL Tagger provides effective support for creating reports in iXBRL format, including ESEF.
  • With the XBRL Tagger, you can tag your financial report immediately and convert it to iXBRL without an implementation project and without IT expertise.

This article contains the following sections:

Prerequisites

The following prerequisites must be fulfilled so that a document from Disclosure Management can be transferred to the XBRL Tagger and processed further:

  • The XBRL Tagger must be licensed.
  • In the settings of the Disclosure Management document, the desired taxonomy must be assigned (see Configuring a Document).
  • When creating the result document, the Add XBRL Mapping check box must be activated (see Creating Result Documents).
  • A result document must be created in Disclosure Management (see Creating Result Documents).
Transferring a Document to the XBRL Tagger

To transfer a document from Disclosure Management to the XBRL Tagger:

Open the Document overview workspace in the XBRL Tagger solution.

Click Create new tagging file and select the From Lucanet Disclosure Management command.

Section from the document overview of the XBRL Tagger. The command ‘Add document | From Lucanet Disclosure Management’ is outlined in red. Transferring document from Disclosure Management to the XBRL Tagger.

A dialog displays all available result documents. Select the desired document.

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