This how-to will give a quick overview of the Tangelo application. For more detailled information please browse our Help Center. 

After you have logged in to Tangelo, the main screen will appear. 

Here Tangelo will show recent documents you have opened (if you are a new user this will be empty), available document types and on the top right of your screen it shows tabs with options within Tangelo, depending on your role in the system. 

Recently viewed by you displays documents you have recently opened. This list wil be populated by documents you have opened and is therefor prone to change. The list includes all documents from all document types. 

All documents displays available document types. A document type is a type of branded document. Every document type contains the layout information of the documents inside that type. For instance the Annual Report in the above example will hold all documents in the formatting of the annual report branding. 

The hamburger menu behind the document name in the recently viewed by you reveals the actions you can do with the document, depending on your user rights. 

Double click a document to open it, or click on the documents buttons below to go the correct document type and select your document to open there. 

After you have selected the correct document type, Tangelo will display a list of documents to edit. 

Open the correct document by double clicking on the document. Or use the hamburger menu to use other options (depending on your user rights)

Creating a PDF of a document

In the screen above you can select Create PDF. This will prompt a window to generate a full PDF of the whole document without editing the document. 

Some options can be set, for example, if the document uses different versions, the Show changes menu will show the option to compare different versions of the document in a PDF output. 

To generate the PDF click on the PDF button: and Tangelo will generate a full PDF of the document, this is the end result of the document. If needed select the Print option at Format to generate the full print ready version of the document. 

Opening a document

Double click on the document, or select Edit in the hamburger menu to open the document. 

Tangelo will show the tree structure of the document, with all sections, chapters, paragraphs etc. In some cases the tree will not be expanded and it will look like this: 

Click on the logo in front of the document title to open the document tree. Use CTRL+click to open the whole tree and view all sections / chapters / paragraphs, etc.

Double click on a title to open the section and Tangelo will open the editor. 

The hamburger menu has extra options per section:

Adding a section / chapter / paragraph / subparagraph

To add something to the document tree, use the Add menu hamburger menu. Depending where you are located inside the document tree, options will appear. For example: a paragraph is always nested inside a chapter and a subparagraph inside a paragraph. Adding a paragraph in a section is not possible since it is a child of a chapter and will therefor not appear in the add menu when using the hamburger menu on a section. 

In the above case we can add a chapter to a section, but only a chapter, no paragraph. Or we can add a section before or after this section. The same goes for paragraphs and subparagraphs, it depends where in the tree you are located. 

Moving things around

Moving of chapters / paragraphs etc, is very easy in Tangelo. Use the hamburger menu and go to the move menu. 

You can manually move something one place above or one place below it's current position in the tree. 

Tangelo uses a hierarchy or levels. So a paragraph can not be moved to the same level as a chapter. You can cut or copy and past sections / chapters / paragraphs, etc, but pasting can only be done at the same hierarchy level. Since that level determines the design. 

Removing a section / chapter / paragraph / subparagraph

To remove a section / chapter / paragraph / subparagraph or anything else from the document tree, use the hamburger menu and select Delete. Please note that once it's deleted, it is deleted forever and that content can not be recovered anymore. 

Editing a chapter

Double click on a node in the tree to edit that specific section / chapter / paragraph, etc.

All the things you need to know to do your ESEF filing in Tangelo without hassle ánd with a correct file. 

We have created a video specifically for the yearly roll forward in Tangelo. In 30 minutes we will guide you through all the steps you need to do, check, and more over: not to check, to end up with a succesfull ESEF file to share with your auditor or file. 

We will go through: 

1. Doing a roll forward of last years document
2. Checking and changing the publication dates
3. Checking the primairy statements
4. Checking the hyper tags 
5. Checking and changing the block tags
6. Running the block tag list export for you and your auditor

After these six steps your ESEF document is ready to go. Watch our video below. 

The easiest way to check if your block tags are placed correctly is to run the "Block tags report" export. You can find this export in the document menu at the top of the table of contents view in Tangelo.

This will provide an overview file (.xlsx) of all block tags from the "Tags that must be applied if corresponding information is present in a report", and the name of the section(s) in which it is applied.

To check the tagging in detail, you can use the ESEF preview as described in the steps below.

Step 1: Run the ESEF wizard in Tangelo

Run the ESEF wizard on your document. 

Step 2: Go to the preview of ESEF in Tangelo

Then go to the preview of the ESEF file. This will open a new window in your browser that displays your xHTML file from the ESEF package. 

 The middle button will open the preview .

Step 3: Check if a section has a block tag

Scroll to the section or element that is tagged.  When clicking somewhere in that section or element, a blue box will appear around the content that is tagged. This indicates there is an ESEF element, just as it does in Tangelo itself. Hovering over the section/element will display a blue box as well, indicating there is an element there. This blue box only appears when clicking on the content that is tagged or hovering over it.

Step 4: Check the block tag(s) itself

To see what tag a block is tagged with, see the properties pane on the right side of your screen. If you haven't clicked on the content yet, the properties will be empty: 

However, as soon as an element is clicked and the blue box appears, the properties pane will display the information about this section/element: 

In this example the properties pane displays that there are two block tags being used. The first is the block tag: ifrs-full:DescriptionOfReasonWhyFinancialStatementsAreNotEntirelyComparable and the second is ifrs-full:DisclosureOfAccruedExpensesAndOtherLiabilitiesExplanatory.  

The viewer always displays the full IFRS tag. 

These are the IFRS tags taken from the input in Tangelo.

In Tangelo you can add block tags. Block tags are mostly used to tag text information in your report. 

Currently block tags can be added per section (a section can be a section, chapter, paragraph, subparagraph, subsubparagraph, etc), or for a specific element inside such a section, for example a highlight block with accounting policies. 

Tagging in Tangelo is very easy, straightforward and quick.

What are block tags? 

ESMA defines block tags as following: 

In a block tag, the content of an entire section of a report is tagged as a single fact. The tag may include text, numerical values, tables and other data. The phrase “block tag” refers to the fact that the whole disclosure is tagged as a single block — any numbers or tables within the note are not individually tagged.

Read more on: https://www.xbrl.org/guidance-on-block-tagging-and-other-esef-reporting-manual-updates-from-esma/

What information should I tag?

All information that could be tagged by the tags in the Annex II of the RTS on ESEF should be tagged. These are typically subjects covered in the Notes to the consolidated financial statements and Accounting policies.

If your report contains notes on subjects not covered in this list, there is no requirement to tag these with a different tag or extension.

See the ESEF Reporting Manual pages 24-27 for more guidance on how these tags should be placed.

How to set block tags in Tangelo

You typically set a block tag on a section in Tangelo (paragraph/subparagraph/etc). The tag will apply to this complete section and any sections within. If you describe multiple subjects in a single section and using headings to mark the start of the next subject, you may want to split this into multiple subsections instead. Please contact us if you encounter situations where this is not (yet) possible: for example because you are already at the subsubparagraph level.

To set up tagging to to your document and click on the label button in the top ribbon

Tangelo will now display a gray box at the top of a section, displaying the tagging for that specific section. Also this mode enables the display of tags on paragraphs or elements as well. 

To set a block tag go to a section in Tangelo, just click on the gray bar or any block tags that are displayed there, then the list of block tags will appear.

Type part of the tag or scroll through the list. Select the block tag(s) that best describes the note/content that you are tagging and click Apply. Then the block tag is added to the current section. 

A complete list of block tags in Tangelo can be found here: List of available block tags.

Paragraphs, titles, elements and other things to tag

In the tagging mode elements that already have a tag will show up. To edit them simply click on them and repeat the steps to tag a chapter as described earlier.

If an item does not have a block tag already, then first add one. To do so open the properties of that item in the properties pane on the right side of the screen. 

There, locate the attribute "Esef - block tag" and click on the add-button. The field will now change into a pencil as seen below:

To view the list of available block tags now click on the pencil icon.  Tangelo will show a list of available block tags to be used based on the list of ESMA. 

Block tags will appear above the element, to edit them, simply click on them to add or remove tags. This can be done with almost all elements in Tangelo. 

Block tagging of headings/titles

Before applying a tag to a title, you should consider if this is the best way of tagging. A title typically belongs to a (sub)paragraph or highlight block in Tangelo, and that should be tagged in its entirety instead. By tagging the entire (sub)paragraph or highlight block, anything inside will be tagged as such, including the title. This is a setup that is more maintainable in the future, keeping the entire object tagged as such, also when more content is added.

This could mean that you need to change the structure of your document, and create a new level of (sub)paragraphs using the options in the Tangelo table of contents instead of using headings.

Multiple block tags

To select multiple block tags just select more block tags in the list. They will be automatically added to your block tag. 

Changing or removing a block tag

To change a block tag, make sure you are in tagging mode and click on the block tag that has to change or removed. In the pop up window, click on the cross right of the tag to remove the block tag. 

Add another tag by typing in the name of the block tag on the bottom. 

Alternatively to change a block tag as above remove the block tag from the section by clicking the trashcan-icon. This will clear the block tag. You can now select a new block tag. 

More and in-depth information about block tagging: https://www.xbrl.org/guidance/ixbrl-tagging-features/#9-multiple-tags-for-a-value

Steps for producing an ESEF report

1. Set up the general data in Tangelo and set the hypertags containing general data in your document. 
   Read more >

2. Prepare Excel files
   Your Excel files should contain totals and subtotals as formulas, as this information needs to be disclosed in the ESEF filing. Every statement requires formulas. There can not be statements that only contains numbers. Your filing will be rejected without formulas. 

3. Check and report changes in Excel files
   The source files may change per reporting year, it’s necessary to report changes in wording and new preparer extensions as well as possible custom labels.
   
   
4. Set up tables in Tangelo
   Using additional table properties, annotate tables with additional information to aid the recognition of the different lines into the correct XBRL tags. Read more >

5. Choose what chapters to include
   The ESEF filing replaces the pdf, so any content that should be in your annual report should now be in ESEF. You can make exceptions for additional chapters that are not required by the authorities. Read more >
   
   
6. Add your block tags to your document
   Your notes and sections that contain specific data should be tagged by block tags, add these to the correct sections / elements. Read more >
   
   
7. Generate report
   Convert into ESEF, identify any issues and preview the result. See the last chapter. Read more >
   
   
8. Troubleshoot your ESEF output if needed
   Sometimes slight changes in wording will cause errors, learn how to read the error log and correct them. Read more >