Inserting XBRL Tags | Lucanet Knowledge Base

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Glossary

Using the Word ribbon, XBRL tags of a chosen taxonomy or placeholders for XBRL tags can be inserted in Word documents. The inserted placeholders can simply be replaced with specific XBRL tags in a subsequent tagging step using the XBRL Tagger.

This function is not yet available for MS Office for the Web and MS Office Native. For a comparison of the functions in the individual variants, see Comparison: MS Office for the Web, MS Office Native, and MS Office for Desktop.

The XBRL functions for a Word document can be opened from the Word ribbon:

Part of the Word ribbon. The 'XBRL' group containing buttons for XBRL functions is highlighted in a red border. — XBRL functions in the Word ribbon

The following XBRL functions are available in MS Word:

The 'XBRL Lite Textblocks' window in MS Word. — 'XBRL Lite Textblocks' window in MS Word

The following options are available in the XBRL Lite Textblocks window:

Add

The Add button has two functions:

It can be used to insert

XBRL tags

from the selected taxonomy.

It can be used to insert

placeholders

for XBRL tags. The inserted placeholders can be replaced with specific tags in a subsequent document tagging step using the

XBRL Tagger

To insert an XBRL tag:

Select the text you want to tag in the Word document.

Select the tag you want to insert from the taxonomy list of available tags.

Click Add. The selected tag will be inserted.

To insert a placeholder:

Ensure that no tag is selected in the taxonomy list of available tags.

Click Add. The Placeholder tag will be inserted.

Update Tag

Changes an existing tag. To change a tag:

Select the tag you want to change in the Content Controls list.

Select the new tag in the taxonomy list of available tags.

Click Update Tag).

Delete

Deletes the tag selected in the Content Controls list from the Word document.

Toggle Design Mode

Displays or hides the XBRL tags defined in the document.

Extend Selection to Paragraph

Extends the tag area selected in the document to the end of the paragraph.

Taxonomy

Input field

: Searches the list of text block tags for the search term entered.

Table

: Contains all the text block tags available in the selected taxonomy.

Content Controls

List of all the XBRL tags used in the Word document. By highlighting a tag in the list, the corresponding area will be displayed in the Word document.

To insert an XBRL tag:

Select the text you want to tag in the Word document.

Select the tag you want to insert from the taxonomy list of available tags.

Click Add. The selected tag will be inserted.

To insert a placeholder:

Ensure that no tag is selected in the taxonomy list of available tags.

Click Add. The Placeholder tag will be inserted.

The 'XBRL Lite Footnotes' window in MS Word. — 'XBRL Lite Footnotes' window in MS Word

The following options are available in the XBRL Lite Footnotes window:

Option	Description
Add	Assigns an XBRL footnote tag to the text selected in the Word document.
Delete	Deletes the XBRL footnote tag selected in the Content Controls list from the Word document.
Toggle Design Mode	Displays or hides the XBRL tags defined in the document.
Content Controls	List of all the footnote tags used in the Word document. By highlighting a tag in the list, the corresponding area will be displayed in the Word document.

Word document with highlighted XBRL text blocks. To the right of the document, a Word comment field is displayed for each tag. — Word document with highlighted XBRL text blocks

The Highlight XBRL Text Blocks function highlights all the tagged text blocks in a Word document.

MS Word displays a comment field for all highlighted XBRL text blocks for the user to enter notes regarding the tag.

Last updated on Aug 16, 2023

Inserting XBRL Tags in Word Documents

Overview

XBRL Functions in MS Word

Inserting an XBRL Text Block

Description

Inserting an XBRL Tag

Inserting a Placeholder

Inserting an XBRL Footnote Tag

Highlighting XBRL Text Blocks

Description

Inserting XBRL Tags in Word Documents

Overview

XBRL Functions in MS Word

Inserting an XBRL Text Block

Description

Inserting an XBRL Tag

Inserting a Placeholder

Inserting an XBRL Footnote Tag

Highlighting XBRL Text Blocks

Description

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