In the Configure document workspace in Disclosure Management, individual specifications can be configured for each document. These include:
Localization
Separator
Prefix and suffix
MS Office settings
Word and PowerPoint templates used
Behavior when updating tables
Document languages
Typography rules (Spacing)
Style guide specifications
Rules monitored by the Layout Check
The settings valid for all documents can be overwritten in the Advanced Settings of an Excel file.
In addition, document-wide specifications can be configured, for example the display of user names or specifications for import purposes. More information on this can be found in Disclosure Management Settings.
You can set the following options on the General Settings tab in the Configure document workspace in Disclosure Management. Each option is explained in more detail in the user interface.
In Lucanet Disclosure Management, the MS Office variant applies to the entire document. To insert tables or charts into PowerPoint files, select MS Office Native. PowerPoint integration is not available with MS Office for the Web or MS Office for Desktop.
The Force comment when checking in option applies to Excel, Word, and PowerPoint files. When enabled, users must enter a comment when checking in.
Settings for passing chapter role assignments down to sub-chapters:
Document settings for chapter roles
The Inherit chapter roles to sub-chapters option controls whether a chapter role that is assigned on a parent chapter also applies to the sub-chapters below it. The setting applies to the whole document and behaves as follows:
When the option is enabled, a user who holds a chapter role on a parent chapter automatically holds the same role on every sub-chapter below it, across all levels. Sub-chapters that are created later inherit the role as well, without any further assignment.
Inherited and explicitly assigned rights accumulate. A user who holds the Chapter Editor role through inheritance and the Chapter Reader role explicitly on a sub-chapter holds both roles on that sub-chapter. If the same role is assigned on both the parent chapter and the sub-chapter, it counts as a single assignment.
When the option is disabled, only the roles that are explicitly assigned to a chapter apply. Assignments that already exist on sub-chapters are kept and remain active.
Enabling or disabling the option does not change any existing role assignments. It only changes how the assignments are evaluated when a user opens a chapter.
The following table explains which settings in the MS Word area of Lucanet Disclosure Management also apply to PowerPoint files with MS Office Native:
Setting
Scope
Mode for reinserting tables on every checkout
Also forces an update of linked tables in PowerPoint files when opening them for editing, even if the Excel source has not changed.
Update values within table
Applies to Word tables. PowerPoint tables are rebuilt from the Excel source during an update.
Highlight changed values on refresh
Applies to Word tables. This setting does not highlight changed values in PowerPoint tables.
The Highlight changed values on refresh option is only available when the Update values within table insert mode is selected. With the other insert modes, the option is greyed out. If you disable the option, existing table highlights are removed on the next refresh.
Rounding can turn a small negative value into -0, which is usually not the representation you want in a published report. Use the Replace -0 with setting to define the text that Disclosure Management writes instead. The setting applies to the whole document and behaves as follows:
It is applied to all tables, regardless of whether a layout template is assigned to them.
It takes effect both when an individual Word file is opened and when a result document is generated. You do not have to open or edit the individual Word files beforehand.
It recognizes the different minus characters (for example, hyphen-minus and en dash) as well as values with decimal places, such as -0.0 or -0.00, taking the decimal separator in use into account.
Cells that contain 0, a negative value other than zero, or text that merely contains -0 remain unchanged.
The layout and formatting of the table cell are preserved.
If you change the replacement text, the affected tables are re-inserted the next time the Word file is opened. Word files that have already been stored do not have to be edited manually.
The Highlight changed values on refresh option in Lucanet Disclosure Management marks changed content in Word tables and text values in cyan. The comparison takes typographic variants of spaces and hyphens into account so that unchanged report values do not appear as changed after a typographic correction.
The following table describes the change comparison in Lucanet Disclosure Management:
Difference
Behavior
Normal or non-breaking space; normal or narrow coupling
Does not count as a content change.
Normal or non-breaking hyphen; added or removed optional hyphen
Does not count as a content change.
Changed number, different sign, different unit, prefix, or suffix
Is highlighted as a content change. Changes to thousands separators and decimal symbols are also taken into account.
Only changed font, font size, bold or italic formatting, or color
Does not count as a content change.
The comparison takes these typographic variants into account even if typography rules are disabled. A minus sign is not removed in the process: a switch between a positive and a negative value remains a content change. Additional spaces within a text also count as a content change.
When you update again without a content change, a previously set cyan highlight is removed. For tables, the comparison only applies if Update values within table is active. PowerPoint tables are excluded.
The Highlight changed values on refresh option is independent of Set highlights on the Spacing tab. With the switch on the Spacing tab, you control only the marking of typographic corrections. For more information, see Managing Typography Rules.
If you remove a rule of the Suppress distance type, a value change can be highlighted once during the update that immediately follows. Changes only to upper and lower case or to spaces at the beginning and end are detected for text values, but not for table cells.
Manage the typography rules that are applied automatically when a Word file is checked out (for example, non-breaking spaces between a number and a unit).
