This article is for:
- Classic File Types
The Tabbed Toolbar dynamically displays and activates controls in Wdesk that are intuitive and context-driven. In a context-driven interface, the choices you make while working in your documents affect what menu items appear and when. Frequently used features are always available, and less frequently used features appear when you need them.
Getting Started
For all menus, you will get slightly different options based on whether you are in a document or a workbook. In addition, all of your favorite keyboard shortcuts are referenced by clicking the Help icon in the upper right-hand corner and then Keyboard Shortcuts.
On the far left of the toolbar you'll see the Share button and the Undo and Redo icons. The Undo and Redo buttons can be used to reverse up to 50 changes in documents and 100 changes in workbooks.
On the bottom of your screen at the far right, you'll see the Zoom option. The Share, Undo, Redo, and Zoom options are standard and accessible from each of the tabs.
File Tab
The File tab is the home for controls related to document management, properties, validation, and permissions/control.
This table describes the controls, functions, and contexts for all features under the File tab.
"Doc:" indicates functions available for Documents, and "WB:" indicates functions available for Workbooks.
| Control | Function | Context |
| Open | Open File Manager | Always available |
| Save | Save active document | Always available |
| Save As... | Save document as PDF/DOCX/XLSX | Doc: PDF/DOCX, WB: XLSX |
| Import | Import from Project/Doc, DOCX & SEC | Always available |
| Export | Export document/XBRL | Always available |
| Create | Create new document/project | Always available |
| Validate | Validate document/project/section/document (legacy) | Always available |
| Properties | Doc/Section/Link properties | Always available (Local/Selection Context) |
| Control | Request control for outline/section | Always available |
| Print Area | View selected print area | WB only |
| Doc URL | Creates hyperlink for current document to share/link | Always available |
| View | Open Trash Can | Always available |
| Discard | Discard document changes | Always available |
| Close | Close active document | Always available |
Edit Tab
The Edit tab contains controls related to editing, formatting, and manipulating the contents of a document. It also includes all Insert functionality. You can choose custom colors in the Text and Background Color selector by clicking the Custom Colors option.
| Control | Function | Context |
| Format | Format section/paragraph/cells | Doc: Section/Paragraph, WB/Table:Cells/Section/Paragraph |
| Conditions | Open conditional formatting menu | WB/Table only |
| Painter | Format painter | Always available |
| Styles | Select style | Doc only |
| Font Select | Select font for selection | Always available |
| Text Size | Set text size for selection | Always available |
| Text Color | Set text color for selection | Always available |
| Bold, Italics, Underline, Strikethrough, Superscript, Subscript | Set text style for selection | Always available |
| Text Indent | Indent text/cursor left/right | Always available |
| Text Align | Set text Left/Right/Center/Justified | Doc: Exposed, WB/Table: Dropdown |
| List | Set list style for selection | Doc only |
| Highlight | Apply highlight to selection | Always available |
| Fill Color | Apply color to selected cell(s) | WB/Table only |
| Cell Align | Set cell contents top/mid/bottom | WB/Table only |
| Border | Set cell border style | WB/Table only |
| Clear | Clear text format/cell contents | Doc: Format, WB/Table: Format/cell contents |
| Hide | Hide/Show column(s)/row(s) | WB/Table only (Local/Selection Context) |
| Delete | Delete column(s)/row(s)/table | WB/Table only (Local/Selection Context) |
| Merge | Merge/Split cells | WB/Table only (Local/Selection Context) |
| Lock | Lock/Unlock cells | WB/Table only (Local/Selection Context) |
| SUM | Creates a SUM formula | WB/Table only (Local/Selection Context) |
| Insert | Inserts rows/columns/symbols/auto text/hyperlinks/images | Always available |
Data Tab
The Data tab contains controls related to managing and creating document links. It also contains all Data Collection functionality for templates, aggregation, and reporting.
| Control | Function | Context |
| Lock Link | Lock/Unlock selected text links | Doc only (Local/Selection Context) |
| Src Link | Create source link in selected text | Doc only (Local/Selection Context) |
| Doc Links | Show contributing documents/links | Always available |
| Properties | Show Link Properties panel | Always available |
| Format | Format selected link in text | Doc only (Local/Selection Context) |
| Remove | Remove link from selected text | Always available |
Review Tab
The Review tab contains controls related to the review process such as: generating blacklines, distributing document reviews, tracking/approving document changes, and creating comments. 
| Control | Function | Context |
| Blackline | Create Blackline for active document | Always available |
| Review | Create/View Existing doc reviews | Doc only |
| Find | Find/Replace within document | Always available |
| Spelling | Spell Check document | Always available |
| Track Changes | Enable/Disable Track Changes | Always available |
| Approval | Accept/Reject tracked changes | Always available |
| Prev/Next Change | Cycle through tracked changes | Always available |
| Comments | Enable/Disable commenting | Always available (Local/Selection Context) |
| Add | Add new comment to selection | Always available (Local/Selection Context) |
| Prev/Next Comment | Cycle through comments | Always available (Local/Selection Context) |
| Filter | Filter comments displayed | Always available (Local/Selection Context) |
XBRL Tab
The XBRL tab contains everything to do with XBRL, from validating documents to detect and tag to sharing your XBRL data with collaborators. This tab will only appear in a document using XBRL.
| Control | Function | Context |
| Enable/Disable | Enable/Disable XBRL | License Level (Compliance Cloud) |
| Taxonomy | Select/Display Taxonomy | Compliance Cloud + XBRL Enabled |
| Detect | Detect & Tag Facts | Compliance Cloud + XBRL Enabled |
| Label Ref. | Enable/Disable & Update Labels | Compliance Cloud + XBRL Enabled |
| Locate | Where Used? Dates/Concepts/Units | Compliance Cloud + XBRL Enabled |
| Advanced | Lock Manager, Delete Section Tags, Import Taxonomy, Remove Disconnected Data Taxonomy Migration | Compliance Cloud + XBRL Enabled |
| Review | Enable/Disable Review Mode | Compliance Cloud + XBRL Enabled |
| Concepts | Show XBRL Concepts as IDs/Labels | Compliance Cloud + XBRL Enabled |
| Block Tag | Create XBRL Text Block Tag | Compliance Cloud + XBRL Enabled |
| Footnote | Create XBRL Footnote | Compliance Cloud + XBRL Enabled |
| Validate | XBRL Doc Check, Validation, Generation |