---
title: "Editing Documents in the XBRL Tagger"
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/transfer-document-to-XBRL-tagger
language: en
last_updated: 2023-08-16
---
# Editing Documents in the XBRL Tagger

## Overview

The Lucanet [XBRL Tagger](https://support.lucanet.cloud/en/documentation/xbrl-tagger.md) is an ideal complement to Disclosure Management. You can seamlessly transfer result documents from [Lucanet Disclosure Management](https://support.lucanet.cloud/en/documentation/glossary.md#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](https://support.lucanet.cloud/en/documentation/glossary.md#ixbrl) without an implementation project and without IT expertise.

## 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](https://support.lucanet.cloud/en/documentation/disclosure-management/configure-document-disclmgmt.md)).
- When creating the result document, the **Add XBRL Mapping** check box must be activated (see [Creating Result Documents](https://support.lucanet.cloud/en/documentation/disclosure-management/create-resulting-document.md)).
- A result document must be created in Disclosure Management (see [Creating Result Documents](https://support.lucanet.cloud/en/documentation/disclosure-management/create-resulting-document.md)).

## Transferring a Document to the XBRL Tagger

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

{% stepper %}
{% stepper-step %}
Open the **Document overview** workspace in the **XBRL Tagger** solution.
{% /stepper-step %}
{% stepper-step %}
Click **Create new tagging file** and select the **From Lucanet Disclosure Management** command.

Transferring document from Disclosure Management to the XBRL Tagger.
{% /stepper-step %}
{% stepper-step %}
A dialog displays all available result documents. Select the desired document.
{% /stepper-step %}
{% /stepper %}