Released on 7 April 2026.
This release brings two major additions to tagging: numeric tags now understand how your numbers are formatted and whether they should be reported as negative, and you can tag an entire section of your report in one action with block tagging. In the InDesign & InCopy extension, linked Vicosight content is now much easier to manage, with unlinking, navigation and update indicators that refresh live. We've also fixed a range of issues across tagging, Review notifications and the extension panel.
What's new
Formatted numbers and signs in numeric tagging
Financial statements present numbers for human readers, with thousands separators, comma or dot decimals and negative amounts shown in brackets. Until now, a numeric tag recorded the value, unit, scale and decimals, but not how the number was written or whether it should be reported as negative. We're pleased to introduce number format and sign handling for numeric tags, so the value that ends up in your filing matches what your report means, not just what it shows. You can also check the reported value directly in the inspector before you move on.
How it works
- Automatic format detection: when you tag a number, Vicosight reads how it's written, such as a comma or dot decimal separator and apostrophe or space thousands separators, and assigns the matching number format. If the format can't be detected, the project default is used.
- Clean selections: the tag covers the number itself. Minus signs, brackets and symbols in your selection stay outside the tag.
- Sign control: the inspector shows whether the concept has a debit, credit or no balance, and lets you choose whether the value is reported as positive or negative. Brackets or a minus sign in the layout don't make a reported value negative on their own.
- Reported value preview: the inspector shows the value as it will be reported, with format, scale and sign applied, together with its currency. The preview updates as soon as you change any of these.
- Project defaults: in the Vicosight project settings, you can set a Default monetary format and a Default TRR namespace for new numeric tags.
For context, Inline XBRL keeps a number's presentation separate from its reported value. The Transformation Rules Registry published by XBRL International defines how formatted numbers are converted into reported values, and a negative value is expressed with the sign attribute rather than inferred from brackets or a minus sign. Vicosight supports both TRR 5 and TRR 6.
Block tagging from the document outline
Tagging long narrative disclosures, such as notes or accounting policies, by selecting text across several pages is slow, and the selection is easily broken when the content changes. With block tagging, you can now tag an entire section of your report in one action, straight from the document outline. Because the tag is attached to the section itself rather than to a text selection, it stays in place when you edit the text inside it.
How it works
- Select a section in the document outline. The whole section is highlighted in the editor, so you can see exactly what will be tagged.
- Apply a tag from the taxonomy browser to the whole section in a single action, even when the section spans several pages.
- Add further tags to the same section if it needs more than one.
Looking ahead
We're working on continuing block tags across sections, so a disclosure that spans more than one section can be tagged in the same way.
Managing linked content in InDesign and InCopy
Once Vicosight content is placed in your layout, keeping it in step with the source matters as much as placing it. The update indicator in the Vicosight panel now refreshes live, so you see as soon as a newer version of a linked section is available, and you can fetch it when you're ready. Updates keep your existing styling wherever possible. You can unlink a section or segment when you want to keep the text as it is, and jump from the link button in the panel straight to the linked content in your document. If linked content no longer exists in Vicosight, the link is marked as broken so you can unlink it, and documents that contain Vicosight content can now be saved back to your project.
Linked sections on project and chapter pages
You can now see where Vicosight content is used without opening InDesign. On the project page, a link icon next to a section shows which chapters use it, and you can go straight to any of those chapters. On the chapter page, View Sections (Vicosight) lists the sections the chapter is linked to, and linked chapters show when a section they use has been updated.
Changelog
Tagging
New
- Automatic number format detection for numeric tags, with project defaults for monetary format and TRR namespace.
- Choose whether a numeric value is reported as positive or negative, with the concept's debit or credit balance shown in the inspector.
- Preview the reported value of a numeric tag in the inspector.
- Block tagging: tag an entire section from the document outline, with highlighting and support for multiple tags on one section.
Improvements
- When you tag a number, the tag now covers only the number itself, leaving signs, brackets and symbols outside it.
- When a new text tag overlaps existing tags, the editor now creates the continuations it needs automatically, so you no longer have to manage tag boundaries yourself.
Bug fixes
- Fixed an issue where undoing a numeric tag while the inspector was open showed a "Something went wrong" error.
- Fixed an issue where the Remove button for numeric tags was hidden behind the editor footer in the inspector.
- Fixed alignment issues in the inspector when viewing numeric tags.
- Fixed an issue where updating a data source caused an error for numbers that were already tagged.
- Fixed an issue where a tag applied across several paragraphs wasn't fully highlighted and couldn't be removed.
- Fixed an issue where a tag applied across several list items couldn't be removed.
- Fixed an issue where the continuation panel didn't match the design and was missing some required fields.
- Fixed an issue where exporting a section produced an incorrect iXBRL header and namespace declarations.
Taxonomy
Improvements
- The taxonomy browser now contains the full ESEF 2024 taxonomy.
Editor
Improvements
- In Catalogue mode, the Outline panel now follows the section you select and shows its heading hierarchy.
Bug fixes
- Fixed an issue where inserted data source tables were placed at the bottom of the document when it contained tagged content or paragraph breaks.
- Fixed an issue where tables couldn't be inserted with Insert all between H1 and H2 headings.
Review
New
- Opening a notification for a mention or reply that has since been deleted now shows a message explaining that it's no longer available.
Bug fixes
- Fixed an issue where the "comment deleted" message appeared by mistake when opening a notification from another project.
- Fixed an issue where notifications for deleted comments couldn't be permanently marked as read.
- Fixed an issue where clicking a notification for a comment whose content had been removed did nothing in Catalogue view.
- Fixed an issue where the link in a notification email opened only the section, rather than Catalogue view with the comment in focus.
InDesign & InCopy extension
New
- Unlink a section or segment from your document while keeping the text as it is.
- Jump from a section's or segment's link button in the Vicosight panel to the linked content in your document.
- Links to sections or segments that no longer exist in Vicosight are marked as broken and can be unlinked.
- Save documents that contain Vicosight content back to your project.
Improvements
- The update indicator in the Vicosight panel now refreshes live when a newer version of a linked section is available.
- Updating linked content now keeps your existing styling wherever possible.
- Sections you don't have access to are marked in the sections dropdown, and their content isn't loaded.
- Bullets and numbering in the panel now follow the same hierarchy as in the Vicosight editor.
- The panel is easier to read and use, with larger text, more compact indentation, and clearer buttons and hover states.
Bug fixes
- Fixed an issue where subscript, superscript and other formatted text didn't appear in the panel's tree view and preview.
- Fixed an issue where numbered and bulleted lists weren't shown in the tree view, and separate lines appeared as one paragraph.
- Fixed an issue where nested lists containing formatted text weren't inserted into the document.
- Fixed an issue where clicking linked H4-H6 headings or body text in the document didn't open the matching segment in the panel.
- Fixed an issue where undoing or untagging content in InDesign didn't update the placed content and page numbers shown in the panel.
- Fixed an issue where the Update Section button was enabled for users without permission to that section.
- Fixed an issue where an incorrect message was shown for linked sections you don't have permission to view.
- Fixed display issues with the Update Section button, and missing Swedish translations for unlinked sections on the project page.
Project and chapter pages
New
- See which chapters each Vicosight section is linked to on the project page.
- See which Vicosight sections a chapter is linked to on the chapter page, with View Sections (Vicosight).
- Linked chapters show when a Vicosight section they use has been updated.