In Lucanet Disclosure Management, you combine the Word or PowerPoint files of several chapters into a result document. You can create a result document for a structure or only for specific chapters. The order of the chapters follows the selected structure; for a presentation, the slides of the chapter files are combined in this order.

To create a result document in Lucanet Disclosure Management, you need at least two chapters with saved files of the selected type in the required document language. You need read permissions for these files. The document must not be read-only.

A result document uses the chapter versions saved in Lucanet Disclosure Management. Changes to an open file that have not yet been checked in are not included. An existing file lock is not released by the creation.

When a Word or PowerPoint result document is created in Lucanet Disclosure Management, linked Excel tables and charts are updated from the saved sources. You do not have to open the chapter files individually beforehand. Result documents that have already been generated are not changed retroactively by later changes to the source data.

Check the messages on the creation in the history. Individual failed updates can result in the result document containing outdated content. For more information, see Updating Linked Excel Content.

To create a result document from the chapter files of a structure in Lucanet Disclosure Management:

1

Open the required document and click Creation in the overview.

2

Under Result document type, select the required file type: MS Word or MS PowerPoint.

3

Check the Name of the result document and adjust it if necessary. Select Language and Structure variant.

Shows the creation form in Lucanet Disclosure Management with 'Result document type' set to 'MS PowerPoint', 'Name of the result document' set to 'Presentation', 'Language' set to 'Default Language', 'Structure variant' set to 'Default structure', and the 'Create result document' button.
Common settings for creating a result document
4

For a Word result document, configure the additional options if necessary. For more information, see Configuring a Result Document.

5

Click Create result document.

The creation runs in the background. In the notification window, you can recognize the process while it is being created by Name: with the entered result document name and the year of the source document. As soon as the result document is ready, you receive a notification. You can open it from the notification or from the history.

For more information on displaying the target name, see Identifying the Target Document in Notifications.

If Create result document is disabled, check whether the selected structure contains at least two saved files of the selected type in the required language for which you have read permissions.

You use the following settings for Word and PowerPoint result documents in Lucanet Disclosure Management:

OptionDescription
Result document typeDefines whether the Word or PowerPoint files of the chapters are combined.
Name of the result documentName under which you find the result document in the history. When you open the creation form, the field is prefilled with a suggested name based on the language of the user interface and the name of the source document, for example Result document - Annual Report in the English and Ergebnisdokument - Annual Report in the German user interface. You can change or replace the suggestion. A name you have changed is not overwritten if you change Language or Structure variant afterwards. The field must not be left empty.
LanguageDocument language of the chapter files. The languages stored under Configure document are offered.
Structure variantDefines which chapters are taken into account and in which order. A structure is a named selection and arrangement of chapters. From the same source document, you can create, for example, a complete report and a shorter version. For a partial result document, only the selected chapters within the selected structure are taken into account.

For a partial result document, Language and Structure variant are taken from the Cockpit. The two fields cannot be changed in the creation form. If necessary, switch back to the Cockpit and adjust the language, structure, or chapter selection.

In Lucanet Disclosure Management, the following options are only available for Word result documents. For MS PowerPoint, these option areas are not displayed:

OptionDescription
GeneralControl report (add file name): The combined elements of the result document are labeled with the name of their chapter of origin. This allows you to quickly see from which chapter and therefore from which Word or Excel file a particular element of the result document originates.

Write user name in the header: The name of the creator and the time of creation are written in the header of the result document.

Remove values: All values under the control of Disclosure Management are replaced by a zero.
Word functionsAccept all changes and stop tracking: All tracked changes in the Word files are accepted and change tracking is then ended.

Remove hidden text: The hidden texts contained in the Word files are not included in the result document.

Remove comments: The comments contained in the Word files are not included in the result document.

Remove content controls: All content controls are removed from the generated result document. The content within them (text, values, and so on) is preserved—only the control wrapper is removed. This option applies to Word result documents only and does not affect the source documents.
XBRLAdd XBRL mapping: Adds XBRL mapping to the created result document. The Word file can then be loaded into the XBRL tagger.

If this check box is not activated, no XBRL tags are transferred to the result document.
TypographyApply typography correction: Applies typographic corrections to the result document, for example correcting quotation marks and dashes.

Highlight typography changes: The typographic corrections made are highlighted in the result document.
Content groupsDefines which content groups the result document is created for. Select the check box of a content group so that all sections assigned to that content group are included in the result document. A section is included in the result document as soon as it is assigned to at least one of the selected content groups. This also applies to content in headers and footers (see Content Groups in Headers and Footers).

Highlight with group color: Displayed when a content group is selected. Highlights the sections assigned to that content group in the result document using its color.

Note: If no content group is selected, all sections are included in the result document regardless of their content group assignment. Sections that are not assigned to any content group are always included.

Translation documentGenerate as translation document: The result document contains the content in the language defined above, while the out-areas for tables and charts are switched to the selected target language. This makes the document suitable for external translation; afterward, the translated document can be reimported into the target language via the history.
Out-area languageTarget language for the output areas (tables and charts) in the translation document. This drop-down list is displayed when Generate as translation document is selected.

Creating a Word result document in Lucanet Disclosure Management automatically also runs the Layout Check for the included Word chapters. No separate option is required for this.

For more information, see Layout Check and Reviewing Layout Check Violations.

In Lucanet Disclosure Management, you create a Word or PowerPoint partial result document from the chapters selected in the Cockpit. For more information, see Creating a Partial Result Document.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.