All Steps at a Glance – XBRL Tagger

Last updated on 2024-12-27

Overview

In this chapter, you can find the individual steps required to tag a document with the Lucanet XBRL Tagger.

The presented sequence of steps is our recommendation for a procedure that is as effective as possible. You do not have to follow the recommended sequence in detail. If necessary, individual steps can also be carried out at a different time. For greater clarity, we have focused on the main steps and have not described optional detailed steps.

Preparing a Word Document

To tag a Word document correctly, certain prerequisites must be fulfilled.

Check your document for all items in the list at Preparing a Word File.

Adding a Word Document

Editing a document is always started by loading the document into the XBRL Tagger.

Add the document to the list of documents in the document overview.

Opening a Word Document

Open the desired document from the document overview. The open document is displayed in the XBRL document workspace.

Configuring the Document Settings

In the XBRL Tagger settings, various specifications can be made for the document currently open, for example for the taxonomy, tagging, and the result document.

Configure the default settings for the document in the Settings workspace.

Tagging the Document

Documents are tagged in the XBRL document workspace.

Switch to the XBRL document workspace and tag the document.

Generating an XBRL Report
When creating the finished iXBRL document, a report package is generated that contains the result document and various reports.
 

Create the report.

Checking the XBRL Document

Before downloading the report package, you can subject the tagged document to a final check.

  • Open the document to be checked from the Result documents workspace. 
  • The document is displayed in the iXBRL-Viewer workspace, where it can be checked.

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