Before you can start creating a report in Lucanet Disclosure Management, you need to configure a few basic settings. These comprise:

  • Installing and Updating the MS Office Components for Disclosure Management: Lucanet Disclosure Management works with MS Word and MS Excel in three variants. Which components you need to install on your computer depends on the variant you choose:
    • MS Office for the Web: Office Online Manifest
    • MS Office Native: Manifest files that provide the ribbons as an add-in
    • MS Office for Desktop: Dispatcher plus the MS Word ribbon and the MS Excel ribbon
  • Managing User Roles for Disclosure Management: Different user roles can be assigned for Disclosure Management in the Lucanet CFO Solution Platform for each user who is activated for the solution. User roles define what permissions a user has for certain areas in Disclosure Management.
  • Disclosure Management Settings: In the Disclosure Management Settings you can configure individual preferences for how certain areas of Disclosure Management are displayed. These will apply across the whole system.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
Overview