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Glossary

In Lucanet Disclosure Management, the Style Guide gives you a central tool for binding the design of your reports to your corporate design in a consistent way.

The Style Guide is only available in Office Native and Office for the Web.

With the Style Guide, you store your company's formatting rules as an XML file centrally in Disclosure Management. As a result, all authors work with the same specifications for fonts, headings, body text, and other text elements. This prevents visual inconsistencies between chapters or contributors from the outset and reduces the effort required for the final layout alignment.

The Style Guide Manager is also where you manage Content Groups, which let you dynamically show or hide sections of your result documents for different audiences (see the Content Groups section).

The functions described here require an Advanced license or higher.

On the Style Guide tab in the Configure document work area in Disclosure Management, you manage the Style Guide Manager per document language. In the Style Guide Manager, you define which formats are available in Word documents for your reports. The styles defined in a Word template (Word styles) can be structured into groups, and you can control which styles are available for the respective content section of a report. The Style Guide Manager is displayed in the Configure document work area as follows, for example:

Shows the 'Style guide manager' in Disclosure Management with the style groups 'Headings', 'Text', 'Footnotes', 'Images' and 'System styles', the 'Content groups', the number of assigned styles per group, and the link 'Add style group'. — Groups displayed in the Style Guide Manager

The Style Guide Manager configuration has the following effect: In Word documents, the Style Guide button is available in the DM-Layout Disclosure Management ribbon. Use it to show a pane in MS Word that displays the formats configured in the Style Guide Manager:

Shows a Word document with the 'DM-Layout' ribbon of Disclosure Management and the open 'Style Guide' pane with the field 'Search styles...' and the categories 'Headings', 'Text', 'Characters', 'Alignment', 'Highlight' and 'Content groups'. Highlighted in red are the 'DM-Layout' tab, the 'Style Guide' button and the 'Style Guide' pane. — Style Guide pane on the DM-Layout ribbon

As a user, you therefore do not need to distinguish between permitted and non-permitted styles, because all permitted formats are displayed and provided in a structured way in MS Word.

To open the Style Guide in Disclosure Management, proceed as follows:

Open a document and click Configure document.

Open the Style Guide tab. The Style Guide tab is displayed as follows, for example:

Shows the 'Style guide' tab in the 'Configure document' workspace in Disclosure Management with the 'Style guide manager' and its style groups on the left and the 'Available styles' with the sections 'Unassigned', 'Assigned' and 'Content groups' and the button 'Import Style Guide' on the right. Highlighted in red are 'Configure document' in the overview and the 'Style guide' tab. — The 'Style Guide' tab in the 'Configure document' work area

On the left, the Style Guide Manager shows the style groups and the content groups; on the right, it shows the available styles.

To configure the Style Guide Manager in Disclosure Management, you generally perform the following steps:

You can import a

firesys

Word template (see the

Importing a Style Guide

section).

You can assign styles to the predefined default style groups (

Headings

and

Text

) by dragging and dropping them from the list of available formats.

You can create your own style groups and assign styles to them by dragging and dropping them from the list of available formats.

The following style groups are predefined in the Disclosure Management Style Guide Manager and cannot be deleted or renamed:

Style group	Purpose
Headings	Word styles for headings (for example, Heading 1 to Heading 9, Title, Subtitle).
Text	Word styles for body text (for example, Body Text, Normal, Quote).
System styles	Styles that Disclosure Management uses on a regular basis (for example, for comments and callouts) and that cannot be changed or reassigned here.

Click the style group's name to expand or collapse the section. Next to the name, the number of styles currently assigned to the style group is displayed (for example, "Headings 1").

In addition to the predefined style groups, you can create your own style groups. To create a style group, proceed as follows:

In the Style Guide Manager, click + Add Style Group.

In the Group name field, enter a name for the style group. Click Save.

The new style group then appears in the Style Guide Manager.

The following additional functions are available for your own style groups in the Disclosure Management Style Guide Manager:

Change name

: In the style group's row, click the

edit icon

and adjust the

name

as required in the dialog that follows.

Delete style group

: In the style group's row, click the

delete icon

and confirm the security prompt.

Change order

: Each style group is preceded by an icon for dragging the style group:

. Use it to drag a style group to the desired position.

After creating the style groups in the Disclosure Management Style Guide Manager, you assign them the Word styles from the imported Word template.

The Available Styles area on the right lists all Word styles imported from the Word template, sorted by style group assignment. Above the section, you find:

The

Import

button for importing a Style Guide configuration (see below).

The

Search styles...

field for filtering the styles by name.

By default, the Unassigned section is expanded and contains all styles that are not yet assigned to a group. The number of unassigned styles is shown in the heading (for example, Unassigned · 91 styles).

To assign a style to a style group, proceed as follows:

Find the desired style in the Available Styles area (using the search field if necessary).

On the left in the Style Guide Manager, expand the desired target style group so that the Drop Styles here field is visible:

The

Drop Styles here

field of the expanded target style group.

Click and drag the style into the Drop Styles here field of the desired style group on the left.

Drop the style. The status of the style changes from Unassigned to the name of the target style group.

In the Available Styles area, all assigned styles are displayed in the Assigned section.

Once the styles are configured in the Disclosure Management Style Guide Manager, you assign them to a text passage in the Word document via the Style Guide task pane.

The Style Guide is only available in Office Native and Office for the Web.

To assign a style to a text passage, proceed as follows:

Open the desired document.

Click Style Guide on the Word ribbon (DM-Layout tab, see Ribbons for Disclosure Management).

The Word window Style Guide is displayed:

Shows a Word document with the 'DM-Layout' ribbon of Disclosure Management and the open 'Style Guide' window with the field 'Search styles...' and the categories 'Headings', 'Text', 'My Group', 'Characters', 'Alignment', 'Highlight', 'System styles' and 'Content groups'. Highlighted in red is the 'Style Guide' button. — 'Style Guide' window in MS Word

Select the desired text passage in the Word document.

In the Style Guide Word window, click the desired style.

The style is applied to the selected text passage. If a style is already assigned to the current cursor position, the corresponding entry in the task pane shows a checkmark. For most style categories (for example, alignment), only one style can be assigned at a time; clicking another style in the same category replaces the previous assignment.

Assigning content groups follow the same operating principle: select a text passage, then choose the desired content group (see the Assigning Content Groups in the Word Document section).

With Content Groups in Disclosure Management, you can assign sections of your Word documents to one or more audiences, for example Intern, Stakeholder, or Management.

When creating a result document, you select the content groups whose content should be included. Content without an assigned content group is always included. Content assigned to one or more content groups is included as soon as at least one of these content groups is selected; otherwise, it is removed. This lets you generate multiple audience-specific report versions from a single source document, without maintaining the content multiple times.

For information on how to assign a content group to a text passage in the Word document, see the Assigning Content Groups in the Word Document section.

In the Style Guide Manager, content groups are managed in the Content Groups area, separate from the style groups for styles:

Shows the 'Style guide' tab in Disclosure Management with the content groups 'Intern', 'Management' and 'Stakeholder'. Highlighted in red are 'Configure document' in the overview, the 'Content groups' in the 'Style guide manager' with the edit and delete icons, and the 'Content groups' section with the link 'Add content group' under 'Available styles'. — The 'Content Groups' area in the Style Guide Manager

To create a new content group, proceed as follows:

In the Content Groups area, click + Add Content Group.

The Add Content Group dialog is displayed as follows, for example:

Shows the dialog 'Add Content Group' in Disclosure Management with the fields 'Name' and 'Color' and the collapsed area 'Advanced'. — The 'Add Content Group' dialog

In the Name field, enter a name for the content group.

In the Color field, select a color from the list of available colors. The color identifies the content group in the Style Guide Manager and when creating a result document.

Optional: Expand the Advanced area and assign the content group a firesys source color in the firesys color field (see the Assigning a firesys Color section).

Click Save.

You assign a content group to a text passage in the Word document the same way as any other style, via the Style Guide task pane (see Assigning Styles in the Word Document).

To assign a content group to a text passage, proceed as follows:

Open the desired document.

Click Style Guide on the Word ribbon (DM-Layout tab, see Ribbons for Disclosure Management).

The Style Guide task pane is displayed.

Select the desired text passage in the Word document.

In the Style Guide task pane, in the Content Groups area, click the desired content group.

The content group is assigned to the selected text passage.

If a text passage has a Disclosure Management content group assigned, MS Word indicates this as follows:

Clicking into the text passage shows the tag of the assigned content group.

Shows a Word document in which a text passage is assigned to the Disclosure Management content group 'My Group 1'. Highlighted in red are the tag 'My Group 1' and the border around the assigned text passage. — Tag of an assigned content group after clicking into the text passage

Hovering the mouse over the text passage shows the color of the assigned content group, if a color is defined for the group.

Shows a Word document in which a text passage assigned to a Disclosure Management content group is displayed with the group's color as a background color. — Color of an assigned content group when hovering the mouse over it

The following functions are available for existing content groups in the Disclosure Management Style Guide Manager:

Edit

: In the content group's row, click the

edit icon

to change the name or firesys color. The color can only be changed as long as the content group is not yet assigned to any text passage in a chapter.

Delete

: In the content group's row, click the

delete icon

and confirm the security prompt. A content group can only be deleted once it is no longer assigned to any text passage.

Change order

: Drag a content group by its preceding icon to the desired position.

In the Content Groups area of the Style Guide Word task pane, you can assign content groups to the current selection, remove assignments, and review text passages that already have a content group assigned. You manage the content groups themselves in the Style Guide Manager under Configure document > Style Guide.

Shows the 'Style guide' window of Disclosure Management in MS Word. Highlighted in red is the expanded area 'Content groups' with the groups 'My Group 1', 'My Group 2' and 'My Group 3', each with the checkmark, the arrow icons, the number of occurrences and the eye icon, and the 'Reset' button. — 'Content Groups' area in the 'Style Guide' window

The following functions for Disclosure Management content groups are available in the Style Guide Word window:

Assigning and removing

: A checkmark next to a content group indicates that it is assigned to the currently selected text passage (see

Assigning Styles in the Word Document

). Unlike other style categories, a text passage can have more than one content group assigned at the same time. Clicking an already assigned content group removes only that assignment, without removing any other content groups assigned to the same text passage.

Counting and browsing occurrences

(Office for the Web only): The number next to the group name shows the number of occurrences assigned in the document. The arrow icons let you jump directly to the previous or next occurrence, relative to the current cursor position; from the last occurrence, navigation jumps back to the first, and vice versa. If a content group has no assigned occurrences, the row shows the count

and both arrow icons are disabled.

Highlighting assigned text passages

: The eye icon shows the Word highlighting for all text passages that have the content group assigned. This does not use a Word highlighter color.

Use the Reset button below the list to remove the highlighting for all content groups at once, instead of hiding each group individually via its eye icon. The button only removes the visual highlighting, not the assignments themselves.

Navigation via the arrow icons does not change the document – no highlighting is applied, so your own manual highlights are preserved.

If you previously worked with firesys, you can optionally assign a content group a firesys color in the Advanced area. This assignment supports a later migration of firesys documents with color-coded text passages to the matching content group. By default, no firesys color is assigned (None).

The automated migration of existing firesys documents based on this assignment is performed via the Information area of the event reports in MS Word. For more information, see Migrating firesys Content to Content Groups.

Which content groups are taken into account when creating a result document is defined in the Creation workspace.

Using the Import Style Guide button above the Available Styles list, you can import an existing Style Guide configuration from firesys into Disclosure Management. Proceed as follows: