Creating and Editing Chapters

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

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

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

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

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:

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:

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:

To delete a chapter, 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

Creating and editing user roles for disclosure management

For information on editing chapters, see

Cockpit

in the section

Edit chapter