---
title: "Reviewing AI Tagging Suggestions"
description: "After an AI tagging run, you can apply the suggested tags directly or first approve or reject them individually in the review window."
source_url: https://support.lucanet.com/en/documentation/xbrl-tagger/xbrl-document/ai-tagging-review
language: en
last_updated: 2026-09-04
---
# Reviewing AI Tagging Suggestions

After AI tagging on a **Word document**, you decide how to proceed with the suggested tags: apply them directly right away, or first approve or reject them individually in the **review window** before they are applied to the document.

## Overview

Once AI tagging finishes — triggered via **Auto-tag page with AI** (text tagging) or **Auto-tag table with AI** (table tagging) — a dialog opens letting you choose between applying the proposals directly and reviewing them in the review window.

![The 'AI Tagging Complete' dialog with the number of prepared tags and the 'Apply directly' and 'Open review window' buttons](https://support.lucanet.com/assets/docs-images/xbrl-tagger/xbrl-document/ai-tagging-review/_images/en/ai-review-choice-dialog.png)
Dialog shown after AI tagging completes

> **Note:** The dialog appears identically for text tagging and table tagging. For more on AI-assisted tagging itself, see [Tagging a Document with AI](https://support.lucanet.com/en/documentation/xbrl-tagger/xbrl-document/ai-tagging.md).

> **Note:** This choice is only available for **Word documents**. For **PDF documents**, AI tagging suggestions continue to be applied directly; no dialog and no review window appear.

## Dialog After AI Tagging Completes

The **AI Tagging Complete** dialog shows the number of prepared tags and offers the following options:

| Element | Description |
|---|---|
| **Apply directly** | Applies all prepared tags to the document immediately — as before, without further review. |
| **Open review window** | Opens the review window, where you can approve or reject each suggested tag individually (see [Using the Review Window](#using-the-review-window) below). |
| **×** (close icon) | Closes the dialog without applying the tags or opening the review window. The prepared tags remain as a pending review. |

## Using the Review Window

The review window you reach via **Open review window** is the same screen shown after a roll-forward — documented in full under [Using the Tag Update Preview](https://support.lucanet.com/en/documentation/xbrl-tagger/xbrl-document/tag-update-preview.md). The core interaction (change list, document view, Fact Properties panel, legend) is identical; this section covers only the controls relevant to AI tagging suggestions.

> **Note:** Because the same review window is shared by roll-forward and AI tagging, some text still uses roll-forward-specific wording — for example, the header still reads **Tag update preview**, and the discard confirmation dialog refers to **roll-forward changes**, even when you opened the window from AI tagging. The workflow itself (approve, reject, apply, discard) works identically regardless of entry point.

### Overview Bar

The overview bar shows the number of tags by status — **pending**, **approved**, **removed** — along with the **review progress** as a percentage progress bar.

### Tag List

The tag list shows all tags suggested by AI tagging. Use the checkboxes to select one or more entries, or **Select all** to mark the entire list. The following actions are available for the selection:

| Action | Description |
|---|---|
| **Approve** | Sets the selected tags to **approved**. |
| **Reject** | Sets the selected tags to **removed**; they are not applied to the document. |
| **Pending** | Resets the selected tags back to **pending**. |

Use the **Search** field to find a tag by name or element ID.

### Fact Properties

When you select a tag in the list or in the document view, the **Fact Properties** panel shows its details, including the assigned element and the current review status.

## Applying or Discarding Changes

The following actions are available in the header of the review window:

- **Discard changes:** Discards all suggested tags from the run without applying them.
- **Close:** Leaves the review window without completing the review. Your decisions so far are kept, and you can continue the review later.
- **Apply to the document:** Applies all tags marked **approved** to the document. The button is disabled while any tags are still **pending**; a tooltip explains: "Review in progress. All suggestions must be approved or rejected."

> **Note:** Your decisions (approved, rejected, pending) are saved automatically as soon as you make them — no separate save step is needed, and no confirmation message appears. You can leave the review window at any time via **Close** and continue the review later without losing decisions you've already made. Tags are only applied to the document once you click **Apply to the document**. If saving a decision fails, the message "Failed to save the review decision. Please try again." appears, and the affected decision is reset to its previous status.