Icons & Indicators in Drafts

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Item Detail Badges • Tag Type Indicators • Action Icons

Excel: Tagging Progress • Validation Status (Traffic Lights) • Tag Overview Indicators
Word: Tag List Icons • Continuation & Duplicate Prompts
Portal: Export Validation

Item Detail Badges

These badges appear in the Item Details panel when you select a tag. They tell you the tag's data type, time frame type, and balance type at a glance.

Icon	Meaning	Where you'll see it
	Tag expects a currency amount	Item Details panel
	Tag expects free text	Item Details panel
	Tag expects a true/false value	Item Details panel
	Tag expects a block of narrative text	Item Details panel
	Tag expects a date	Item Details panel
	Tag expects an amount per share	Item Details panel
	Tag expects a dimensionless number (ratio, percentage)	Item Details panel
	Tag uses a single point in time	Item Details panel
	Tag uses a date range (period)	Item Details panel
	Tag has a credit balance type	Item Details panel
	Tag has a debit balance type	Item Details panel

Tip: These badges are defined by the taxonomy — you don't set them yourself. They help you verify you're applying the right tag to the right data.

Tag Type Indicators

These icons help you distinguish between different types of tags and tagging actions in the add-in.

Icon	Meaning	Where you'll see it
	A standard tag from the base taxonomy	Tag list, search results
	An extended tag — a custom tag your company created	Tag list, under "Role for Extensions"
	Indicates a chapter-level tag — covers an entire section including all content under the heading	Word tagger, after applying a tag
	Indicates a selection-level tag — covers only the highlighted text	Word tagger, after applying a tag
	The table has been tagged in Excel and tags will transfer when inserted into Word	E2W table list

Action Icons

These icons appear on buttons and interactive elements throughout the tagger. They represent actions you can take.

Icon	Meaning	Where you'll see it
	Edit a tag's properties, time frame, or other settings	Excel: Next to tag properties, time frame, footnotes
	Add or insert — apply a tag, add a narrower anchor, add a root element, add tag to the document	Excel & Word: Tag search results when tag has been selected, anchor editor, root list, next to selected tags in the tag list
	Replace tag	When editing an applied tag in Excel
	Delete or remove an item	Word tagger: Next to tags in the tag list when a tag has been selected
	Ignore tag	Word tagger: Next to tags in the tag list when a tag has been selected
	The inserted tag is locked for editing in Word	Word tagger: Next to time frame
	The inserted tag is unlocked and editable in Word	Word tagger: Next to time frame display in Word

Excel Tagger

Tagging Progress

These pie-circle indicators show how much of a table, root, or individual row/column has been tagged. They appear in the tag overview next to table names, root elements, and individual rows and columns.

Icon	Meaning	Where you'll see it
	No tags have been inserted	Tag overview: tables, roots, rows, columns
	Some cells/rows are tagged	Tag overview: tables, roots, rows, columns
	50% of all cells/rows are tagged	Tag overview: tables, roots, rows, columns
	Most cells/rows are tagged	Tag overview: tables, roots, rows, columns
	All cells/rows are tagged	Tag overview: tables, roots, rows, columns

Validation Status (Traffic Lights)

Traffic light indicators show the validation state of tagged items. They appear in two places: in your Excel spreadsheet cells (when the Status toggle is on) and in the tagger sidebar next to each row and column in the tag overview.

Icon	Meaning	Where you'll see it
	Tag is validated and correct	Excel cells (Status toggle), tagger sidebar rows/columns
	Tag has been applied but not yet validated	Excel cells (Status toggle), tagger sidebar rows/columns
	Tag has a validation error	Excel cells (Status toggle), tagger sidebar rows/columns

When a validation error is found, the tagger sidebar also shows a description of the problem below the row — for example, "Wrong calculation."

Tip: Turn on the Status toggle at the top of the tagger sidebar to see traffic lights directly in your spreadsheet cells. The tagger sidebar always shows them in the tag overview regardless of the toggle.

Tag Overview Indicators

The tag overview in the tagger sidebar shows your columns and rows with several indicators. These help you see the state of your tagging at a glance without clicking into each item.

Icon	Meaning	Where you'll see it
	Maps the item to its Excel cell reference so you know which column or row it refers to	Tag overview: next to column/row names
	A dimension (subtag) has been assigned to this column	Tag overview: next to column names (equity table)
	No dimension assigned to this column	Tag overview: next to column names (equity table)
	This row or column is hidden from tagging	Tag overview: next to hidden rows/columns
	Click to show/unhide a hidden row or column	Tag overview: next to hidden rows/columns

Word tagger

Tag List Icons (Word)

These icons appear next to tags in the tag list within the Drafts Word add-in, indicating the status of each tag.

Icon	Meaning	Where you'll see it
	Tag has been applied to content in the document	Word tag list
	Tag has been ignored — it won't count as missing in the completion counter	Word tag list

Continuation & Duplicate Prompts

When you apply a tag in Word that has already been used elsewhere in the document, the tagger asks whether it's a continuation or a duplicate.

Icon	Meaning	Where you'll see it
	This is a continuation of a previously tagged section — the same disclosure continues in a different part of the document	Pop-up when applying a duplicate tag
	This is a duplicate — the same information appears in multiple places. Must be resolved before final submission.	Pop-up when applying a duplicate tag

Tip: Duplicates are not allowed in final ESEF reports. If you mark something as a duplicate, you'll need to update or remove it before filing.

Portal

Export Validation

After exporting your report from the Portal, the validation results are grouped into three categories. These appear in the Portal's validation report.

Icon	Meaning	Where you'll see it
	Critical issues that must be fixed before filing. The report does not comply with ESEF requirements.	Portal validation report
	Potential issues that should be reviewed. May or may not need correction.	Portal validation report
	Data inconsistencies detected. Review to determine if they are intentional or errors.	Portal validation report

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