Configuring a Document

Last modified on 2024-06-20

Overview

In the Configure document workspace, individual specifications can be configured for each document. These include:

  • Localization
  • Separator
  • Prefix and suffix
  • MS Office settings
  • Word template used
  • Behavior when updating tables
  • The settings valid for all documents can be overwritten in the Advanced Settings of an Excel file.
  • In addition, document-wide specifications can be configured, for example the display of user names or specifications for import purposes. More information on this can be found in Disclosure Management Settings.

This article contains the following sections:

Opening the Workspace

In the overview of a document, click Configure document to open the workspace.

Options

You can set the following options in the Configure document workspace. Each option is explained in more detail in the user interface. 

Option

Description

Localization

Country-specific settings for the language and number format:

Displays the fields that can be configured in the document settings to localize the language and separators Document settings for localization

MS Office

Settings for MS Office documents:

Displays the fields that can be configured for MS Office in the document settings Document settings for MS Office

More information on MS Office files can be found in Working with MS Office Files.

MS Word

Settings for MS Word documents:

Displays the fields that can be configured for MS Word in the document settings Document settings for MS Word

More information on MS Word files can be found in Creating and Editing Word Files.

MS Excel

Settings for the format template and number formatting in MS Excel:

Displays the fields that can be configured in the document settings for the format template and number formatting in MS Excel Document settings for MS Excel (part 1)

Settings for displaying and programming values in MS Excel:

Displays the fields that can be configured in the document settings for displaying and programming values in MS Excel Document settings for MS Excel (part 2)

Settings for threshold values in MS Excel:

Displays the fields that can be configured in the document settings for threshold values in MS Excel Document settings for MS Excel (part 3)

More information on MS Excel files in Disclosure Management can be found in Creating and Editing Excel Files.

Data view

Settings for the data view:

Displays the fields that can be configured for the data view in the document settings Document settings for the data view

More information on the data view can be found in Using the Data View.

Layout robot

Selecting the Layout robot:

Displays the field that can be configured for the Layout Robot in the document settings Document settings for the Layout Robot

More information on the Layout Robot and its tasks can be found in Using Layouts in MS Excel and Applying Layout Actions in MS Word.

XBRL

Selecting the desired XBRL taxonomy for XBRL tagging.
Displays the field that can be configured for the XBRL taxonomy in the document settings Document settings for XBRL

More information on the XBRL Tagger can be found in Applying the XBRL Tagger.