The Dashboard is the starting point in the XBRL Tagger. All documents to be tagged are loaded into the Dashboard. The XBRL Tagger supports both Word documents (DOCX) and PDF files (PDF).
When you open the XBRL Tagger, the Dashboard is always displayed. If you want to navigate to the Dashboard from another workspace, click Dashboard in the upper left corner of the breadcrumb navigation.
The Dashboard is displayed as follows, for example:
Click Create new tagging file and do one of the following:
From Lucanet Disclosure Management
From your computer
2
Either the Create tagging file from Disclosure Management or Add New Document dialog is opened, depending on your choice (see Options When Adding Documents).
The following options are available in the dialog:
Option
Description
Upload document
Click to choose a document or drag and drop the desired file into the dialog. Both Word documents (DOCX) and PDF files (PDF) are supported.
Optional mapping file
When uploading a PDF, you can optionally upload a PDF mapping file (PDF.MAPPING) together with the document to apply pre-defined XBRL mappings. Note: The mapping file must have the same base name as the PDF.
Tagging file name
Optional document name. If you do not specify any name, the name of the chosen document will be used.
Reporting requirement
Automatically determined specifications defined by regulatory authorities are activated for the document by choosing the reporting requirement. The system automatically searches for the matching reporting requirement. If the automatically selected entry does not fit, you can adjust it manually.
As soon as you click on a row in the dashboard, a window appears on the right-hand side. The Information tab displays the settings that were automatically created when the document was created. The configuration depends on the selected report request (see Adding a document).
Alternatively, you can use the Show document information and result set command in the context menu of the three-dot icon to open the information window:
Open the window with document information and the result set
You can change the reporting requirement for a document by choosing the desired reporting requirement from the drop-down list and then clicking Save.
After generating an iXBRL document, the results of the generation are displayed to the right of the table on the Result documents sets tab. On this tab, you can download the result documents or the results report, among other things. For more information, see the section View Result Documents.
Alternatively, you can use the Show document information and result set command in the context menu of the three-dot icon to open the information window:
Open the window with document information and the result set
The following options are available in the Dashboard:
Option
Description
Search
Searches in the list of documents for documents that include the entered search term in the title. You can filter the search results by activating a filter from the drop-down list.
Favorites ()
Shows whether a document is marked as a favorite or not. A filled star indicates that the document is a favorite. All documents marked as favorites are displayed in the document overview on the Favorites tab.
The following options are available in the three-dot menu of documents:
Option
Description
Open
Opens the document in the XBRL document workspace, where it can be tagged.
Rename
Opens a dialog for renaming the document.
Import new file version
Imports a new version of the document. Existing text block tags from the previous version are automatically applied to the new version of the document. This option is available for both Word documents (DOCX) and PDF documents (PDF). The dialog only accepts the same file type as the original document; if the file extension does not match, the message Invalid file extension is displayed.
Note: If a Tag Update Preview is already open for the document, an information window opens instead. You can use it to open the ongoing preview or cancel the import; a new import is only possible after the preview has been applied or discarded.
Continue review
Reopens the Tag Update Preview if an open preview still exists for the document.
Note: This option is only visible if a Tag Update Preview has already been opened for the document.
Delete pending review (change set)
Discards the document's open Tag Update Preview without applying the changes it contains.
Note: This option is only visible if a Tag Update Preview has already been opened for the document.
Delete document
Deletes the document from the list of documents. Caution: You can delete only documents you have loaded into the dashboard yourself.
Duplicate document
Creates a duplicate of the document. You can use duplicates, for example, for checking or testing purposes.
Download document
Downloads the document.
Show document information and result set
Opens a window displaying document information and the results of the generation process.
Update Tagging document from Disclosure Document
Updates the document from Disclosure Management. All tags from the current version of the document are transferred to the new version of the document. Note: The button is only available if the document has been imported from Disclosure Management into the XBRL Tagger.
