Using the Tag Update Preview

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Using the Tag Update Preview

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Glossary

Overview

When you upload a new version of an already tagged Word or PDF document via Import new file version, the XBRL Tagger automatically carries the existing tags over to the new document version (roll-forward). Before these changes are permanently applied to the document, the Tag Update Preview opens automatically. There you can review all the tags that were carried over and decide whether to apply the changes, edit them individually, or discard them.

If not a single tag could be carried over during the roll-forward of a PDF document, the Tag Update Preview does not open. Instead, the message "Document Not Rolled Forward – No tags could be carried forward onto the new PDF. The existing document is unchanged." appears. In this case, the document remains unchanged in its previous version.

Only one Tag Update Preview can be open for a document at a time. As long as a preview has not yet been completed, opening the document takes you back to the Tag Update Preview automatically, and no further new file version can be imported for this document.

The following sections describe the structure and functions of the Tag Update Preview.

The header of the Tag Update Preview contains the following areas:

The

status bar

, which shows which document the tags come from and which document they are being migrated to: "Tags from

[source document]

will be migrated to

[target document]

The

toolbar

with buttons for cancelling, saving, and applying the changes.

The

progress display

with the number of tags still pending, already approved, and removed, plus a progress bar showing the overall review progress as a percentage.

Use the following functions to adjust the Tag Update Preview to your needs:

The Text tagging and Table tagging tabs determine whether the change list and the document view show changes to text content or to tables.

In the Current Document/Updated Document/Mixed View group, you choose which version of the document is shown in the document view:

Current Document:

shows the previous document version.

Updated Document:

shows the new document version with the changes that were carried over.

Mixed View:

shows the previous and the new version of a changed section directly one below the other for comparison.

Functions for displaying the desired version of the document

The checkboxes under

Show

let you show or hide the

Document view

and

Fact properties

areas individually.

The Tags checkbox is enabled by default and is available in addition to these; the change list itself remains visible regardless of it.

The change list on the left shows all tags that were carried over from the previous document version during the roll-forward. Each entry in the change list shows:

The affected text passage or table element.

The assigned taxonomy concept and the technical element.

An indicator of the type of change (e.g.

Modification

for a content change, or

Removal

if an element is no longer present in the new document version).

Use the checkboxes to the left of the entries to select one or more entries, or Select all to mark the entire list.

Use the drop-down list to the right of an entry to set whether that tag should be approved, rejected, or set to pending.

The following actions are available:

Action	Description
Approve	Sets the selected entries to approved.
Reject	Sets the selected entries to removed.
Pending	Resets the selected entries back to pending.

Use the search field above the list to search specifically for a tag name or an element ID.

Click the Legend button in the top-right corner to open a window that explains the colour coding of the highlights in the document view.

The colours have the following meaning:

Colour	Meaning
Green	The change has been approved.
Yellow	The content was shortened or extended and still needs to be reviewed.
Red	The element is no longer present in the new document version.

The document view in the middle shows the document as read-only, in the version you selected in the Current Document/Updated Document/Mixed View group (see Adjusting the View).

Changed text passages and tables are highlighted in colour and marked with the Changed label as well as the tag's current review status (e.g. "Pending"). Use the zoom controls in the top-right corner of the document view to zoom in or out.

Highlighted change with the "Changed" label in the document view — Highlighted change in the document view

The document view is a reduced, read-only variant of the document viewer and is also used in the review window to review AI tagging suggestions (see Reviewing AI Tagging Suggestions).

When you click an entry in the change list or the entry in the document view, the Fact properties panel opens on the right with detailed information about this tag. The following properties are displayed:

XBRL Element:

the full taxonomy URL of the assigned concept

Change Type:

the type of change (e.g. "Modification")

Review Status:

the tag's current review status (e.g. "Pending Review")

Old Value

and

New Value:

the previous and the new value of the element, if available

The following buttons are available in the header to edit and complete the Tag Update Preview:

Discard Changes:

Deletes the entire Tag Update Preview. Since this action cannot be undone, a confirmation dialog appears beforehand, noting that the roll-forward changes will be discarded and the document remains unchanged.

Close:

Takes you back to the dashboard without completing the Tag Update Preview. A separate save step isn't necessary: every approve, reject, or reset-to-pending decision in the change list is applied automatically as soon as you click it, with no confirmation message. 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. The Tag Update Preview remains open, and the document stays locked until you apply or discard the changes.

Apply to the document:

Transfers all entries with the status "approved" to the document and completes the Tag Update Preview.

The Apply to the document button is disabled while any entries are still pending; a tooltip explains: "Review in progress. All suggestions must be approved or rejected." First set all entries to approved or removed (see Change List) to enable the button.

Buttons for discarding, closing, and applying the Tag Update Preview — Buttons of the Tag Update Preview

Last updated on Sep 4, 2026

Structure and Functions of the Tag Update Preview

Viewing Details of a Change

Applying or Discarding Changes

Overview

Structure and Functions of the Tag Update Preview

Header

Adjusting the View

Change List

Legend

Document View

Viewing Details of a Change

Applying or Discarding Changes

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