---
title: "Cockpit"
description: "This is the central work interface in Lucanet Disclosure Management, and shows the editing state of a document at a glance."
source_url: https://support.lucanet.com/en/documentation/disclosure-management/cockpit-disclmgmt
language: en
last_updated: 2026-05-01
---
# Cockpit

## Overview

The **Cockpit** is the central work interface of the **Disclosure Management** solution, and shows the editing state of a document managed by **Disclosure Management** at a glance.

In the Cockpit, **Rows** reflect the chapters and sub-chapters of documents that have been created in the [Manage chapters](https://support.lucanet.com/en/documentation/disclosure-management/chapter-mgmt-disclmgmt.md) workspace. The **Columns** display detailed information on the individual chapters.

The Cockpit offers a number of options, including:

- Creating and editing Excel files, Word files, and Word references for the chapters and sub-chapters of a document
- Opening Excel and Word files
- Selecting the document language
- Changing and tracking the status of chapters and sub-chapters
- Assigning structures
- Opening the detail view
- Opening the data view
- Showing attachments to a chapter

## Opening the Cockpit

You can open the Cockpit in any of the following ways:

- In the [Dashboard](https://support.lucanet.com/en/documentation/disclosure-management/dashboard-disclmgmt.md), click on the document you want to open in the Cockpit.
- In the overview, click **Cockpit**.
- Click **Cockpit** on the function bar.

The Cockpit is displayed as follows, for example:

![Displays an example cockpit. A 4-part document is displayed. An Excel file is assigned to three chapters and a Word document is assigned to two chapters.](https://support.lucanet.com/assets/docs-images/disclosure-management/cockpit-disclmgmt/_images/en/disclmgmt-cockpit.png)
Disclosure Management 'Cockpit’

> **Warning:** If all the other workspaces in the **overview** are grayed out when you open the **Cockpit** and cannot be opened, you do not have the access permissions for these workspaces. If necessary, edit the permissions in [Role Management](https://support.lucanet.com/en/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md) or contact your system administrator.

## Configuring the Chapter List

Above the chapter list, you will see the editing bar. You can use this to carry out a number of tasks, including:

- Browsing the chapter list
- Defining which columns to display
- Selecting the display language
- Selecting the required structure,
- Configuring the display and sorting of the chapters
- Extracting the chapter structure of the document into an Excel file

The edit bar is displayed as follows, for example:

![Displays the edit bar of the Cockpit](https://support.lucanet.com/assets/docs-images/disclosure-management/cockpit-disclmgmt/_images/en/cockpit-edit-chapterlist.png)
Edit bar for the chapter list in the cockpit

The edit bar offers the following options for the chapter list:

#### Find chapter

In the **Chapter search** drop-down list, you can enter your desired search criterion. You can reuse the most recent search criteria, so you don’t have to re-enter them manually when repeating the same search.

> **Note:** If a structure other than the default structure is active in the Cockpit, the chapter search **only** searches the chapters that are visible in that structure. If you switch the structure while a search criteria is active, the search is automatically re-applied.

#### Configure columns

You can adjust the chapter list to suit your needs by showing or hiding individual columns.

#### Select language

If more than one language is stored for a document in Disclosure Management, you can use the **Select language** drop-down list to select the language you wish to use.

#### Select structure

**Structures** are a named selection and arrangement of chapters, including section breaks, used to generate a specific report version from a document.

A single source document can contain multiple **structures**, for example default structure, short report, Management Report, attachment, etc., from which different Word result documents can be generated.

> **Warning:** The drop-down list currently only contains the structures that were carried over from SmartNotes during the migration to Disclosure Management.
>
> Creating, deleting, or renaming structures is not yet possible in Disclosure Management and will be implemented in a later version.

| Option | Description |
|---------|---------|
| the 'expand or collapse chapter' icon | **Expand or collapse chapter**: Switches between displaying all sub-chapters for the document and only displaying the top-level chapters. |
| the 'display chapters as tree structure or flat list' icon | **Display chapters as tree structure or flat list**: Switches between displaying the defined chapter structure for the document and a simple list of all chapters. |
| the 'select/deselect all chapters' icon | **Select/deselect all chapters**: Selects all the chapters or removes the current selection. |
| the 'extract chapter structure' icon | **Extract chapter structure**: Exports the chapter structure of the document to an Excel file. |

## Editing a Chapter

> **Warning:** Read and write permissions can be defined for chapters. You can only edit chapters for which you have editing permissions. For more information, see [Assigning Document Roles for Disclosure Management](https://support.lucanet.com/en/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt/assign-document-roles-disclmgmt.md).

On the edit bar for each chapter, you can open a context menu by clicking the three dots icon :

![Cockpit ctxm chapter](https://support.lucanet.com/assets/docs-images/disclosure-management/cockpit-disclmgmt/_images/en/cockpit-ctxm-chapter.png)

The following commands are available:

| Command | Description |
|---------|---------|
| Data view | Manually edit report values using the [Data view](https://support.lucanet.com/en/documentation/disclosure-management/data-view.md), for example to correct rounding or validation errors. |
| MS Excel | Add a new or a locally saved (external) Excel file to a chapter. |
| MS Word | Add a new Word file, an external Word file, or a Word reference to a chapter. |
| Change status | Assign a new status to a chapter. |
| Assign structures | Assign any chapter to a **structure**. |
| Delete chapter | Deletes the chapter from the document. |
| Open attachments | Opens the [Attachments](https://support.lucanet.com/en/documentation/disclosure-management/cockpit-disclmgmt/attachments.md) section, where you can manage attachments for the current chapter. |
| Create partial result document | Uses the selected chapters to create a partial document (see [Creating a Partial Result Document](#pd)). |

### Details for individual commands

#### Data view

During the data import, report values are written based on the Excel programming in the Excel worksheets, and can be manually edited using the [Data view](https://support.lucanet.com/en/documentation/disclosure-management/data-view.md). This is useful if you need to correct rounding or validation errors, for example.

> **Note:** The **Data view** is **only available for programmed Excel files**.
>
> - An Excel file is classed as “programmed” if it has a Name column, at least one Values column, and at least one Programming column, and at least one cell is programmed into the Programming column.
> - If the Programming column is empty, the Excel file is not classed as programmed.

#### MS Excel

If no Excel file has been assigned to a chapter yet, the following commands are displayed:

- **Add Excel file**: Launches MS Excel with a new file and adds said Excel file to the chapter
- **Add external Excel file**: Adds a locally saved Excel file to the chapter

#### MS Word

If no Word file has been assigned to a chapter yet, the following commands are displayed:

- **Add Word file**: Launches MS Word with the saved template for a new Word document, and adds said Word file to the chapter
- **Add external Word file**: Adds a locally saved Word file to the chapter
- **Add Word reference**: Adds a chapter from another report to this chapter (see [Working with Word References](https://support.lucanet.com/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/use-word-references.md)).

#### Change status

You can use the **Change status** context menu command to assign a new status to a chapter.

![Context menu 'Change status' showing the selection of a new status for a chapter](https://support.lucanet.com/assets/docs-images/disclosure-management/cockpit-disclmgmt/_images/en/ctxm-change-status.png)
Context menu 'Change status'

## Opening Detail View

Click the info icon to open the [Detail View of a Chapter](https://support.lucanet.com/en/documentation/disclosure-management/cockpit-disclmgmt/chapter-detail-view.md). The detail view of the chapter displays a variety of information, including the history and details of the assigned MS Office files.

## Creating Partial Result Document

You can create a partial result document at any time, using any chapters of your document. Proceed as follows:

1. Press and hold down the **CTRL** key.

2. In the Cockpit, use the left mouse button to select the chapters you want to include in the partial result document.

3. Click the three dot icon for a chapter and select **Create partial result document**:

    ![Creating Partial Result Document](https://support.lucanet.com/assets/docs-images/disclosure-management/cockpit-disclmgmt/_images/en/cockpit_create_partdocument.png)
    Creating Partial Result Document