Creating and Editing Chapters | Lucanet Knowledge Base

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Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

Dashboard

Configuring a Document

Cockpit

Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Working with MS Office Files

Creating and Editing Validations

Using the Data View

Using the XBRL Tagger

Creating Result Document

Rolling Forward or Copying a Document

Editing Documents in the XBRL Tagger

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

For a document managed by Disclosure Management, you can create as many chapters and chapter levels as you need to structure the document hierarchically.

Each individual chapter will be displayed in its own row in the Cockpit. One Excel document and one Word document can be stored for each chapter.

To create a new chapter in Disclosure Management:

In the overview of a document, click Manage chapters to open the workspace:

Shows the 'Manage chapters' workspace of the document 'Report 2024' in Disclosure Management with the empty areas 'Chapter structure' and 'Clipboard', the 'Sort chapter' option, and the 'Add chapter' and 'Save' buttons. — Detail view of chapter management

Click Add chapter to create a new chapter. The editing mode of the Clipboard area will be activated automatically.

Enter the chapter name in the Clipboard and then click an empty area in the Clipboard.

You can change the chapter name at a later time by clicking the pencil icon .

You have the following options for arranging chapters in Disclosure Management:

Moving chapters to the chapter structure

: Select the chapter you want to move, and move the chapter from the

Clipboard

to the

Chapter structure

while keeping the right mouse button pressed.

Creating subchapters

: To create subchapters, move the desired chapter directly below the superordinate chapter while keeping the right mouse button pressed. A gray dotted box will help you navigate:

Shows the 'Chapter structure' in Disclosure Management while chapter '5 Earnings (table)' is moved below chapter '4.2 Earnings'. Highlighted in red is the moved chapter, with an arrow pointing from its original position. — Example: moving chapter 5 below chapter 4.2

Changing the order of chapters

: By default, once subchapters have been created, only the order of the subchapters can be changed. To also change the order of chapters at the upper level, activate the

Sort chapter

option:

Shows the 'Chapter structure' in Disclosure Management with the subchapter '4.2.1 Earnings (table)' below '4.2 Earnings'. Highlighted in red is the activated 'Sort chapter' option. — Option for changing the order of chapters

To delete a chapter in Disclosure Management, click .

Notes:

To delete chapters at the highest level, the

Sort chapter

option must be activated.

Chapters for which subchapters have been assigned

cannot

be deleted.

Read and write permissions can be defined for chapters. You can only edit chapters for which you have editing permissions. For more information, see chapter

Assigning Document Roles in Disclosure Management

For information on editing chapters, see

Cockpit

in the section

Editing a Chapter