Document Overview

Last updated on 2026-02-11

Overview

The document overview is the starting point in the XBRL Tagger. All documents to be tagged are loaded into the document overview.

Opening the Document Overview

Click Document overview in the overview. The document overview is displayed, for example, as follows:

Dashboard in the XBRL Tagger with four documents.
Dashboard in the XBRL Tagger
Adding a Document

To add a document:

  1. Click Add document 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).
Options When Adding Documents

Dialog 'Create tagging file from Lucanet Disclosre Management'. The dialog shows two documents from Disclosure Management. Add document from Lucanet Disclosure Management
Description

 

Report name

Files created in Lucanet Disclosure Management. Select the desired file.

Create

Creates the chosen file in the XBRL Tagger.

Shows the 'Add a new document' dialog. 'Add a new document' dialog
Description

 

Upload document

Click to choose a document or drag and drop the desired file into the dialog.

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.

Create

The document is created.

Displaying Document Information

As soon as you click on a row in the document overview, 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).

You can change the reporting requirement for a document by choosing the desired reporting requirement from the drop-down list and then clicking Save.

Dashboard with four documents. Information on the selected document is displayed to the right of the list of documents, e.g. the selected reporting requirement.
Display information about a document
Other Options in the Document Overview

Searches in the list of documents for documents that include the entered search term in the title.

Input field for search terms and drop-down list with filters
Search options in the dashboard

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.

Optionen im Drei-Punkte-Menü

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.

Delete document

Deletes the document from the list of documents.

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.

Shows that the document is being used by a user and is therefore locked and cannot be opened.

You can unlock the document by clicking the icon.

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.

The button is only available if the document has been imported from Disclosure Management into the XBRL Tagger.

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