History of a Result Document in Disclosure Management

In the History of a result document in Lucanet Disclosure Management, you find the generated result documents of a document. You can see when and by whom a version was created, and open or download Word and PowerPoint result documents.

In the overview of the required document in Lucanet Disclosure Management, click History.

The following options are available in the history of Lucanet Disclosure Management:

In Lucanet Disclosure Management, you open a Word or PowerPoint result document by clicking its file type icon or name in the History. Word result documents are displayed in the browser with MS Office for the Web and in the locally installed MS Word application with MS Office Native. You open PowerPoint result documents exclusively with MS Office Native in the locally installed MS PowerPoint application.

You define which MS Office variant is used for the document under Configure document | General Settings | MS Office variant. For more information, see Configuring a Document.

To save a result document locally, open the three-dot menu in the row of the required result document and select Download. Word result documents are downloaded as DOCX files, PowerPoint result documents as PPTX files. You can also download Excel result documents.

As soon as a new result document is finished, you can also open it directly from the associated notification. The MS Office variant configured for the document is used here as well.

In Lucanet Disclosure Management, you can compare two Word result documents. This function is not available for PowerPoint result documents.

To compare two Word result documents in Lucanet Disclosure Management:

The re-import of a result document is also restricted to suitable Word result documents. PowerPoint result documents cannot be transferred back to the chapters in this way.

For a saved version, open the Document info command via the three-dot menu of the relevant row in Lucanet Disclosure Management. The detail view shows the saved creation information and messages.

The following table describes the information in the detail view of a history in Lucanet Disclosure Management. The General, Word functions, and XBRL options refer to Word result documents; they are not applied when a PowerPoint presentation is created:

In Lucanet Disclosure Management, the History shows whether chapter files were checked in again after a result document was created. This lets you see whether you need to check the affected chapters and create a new result document if necessary.

In the list of result documents, an orange marker appears if at least one chapter with a warning or an error in the history was changed afterwards. The tooltip states the number of these chapters. Each chapter is counted once, even if it has several messages or several associated Office files were changed.

Open the detail view via Document info. In the MS Office live column, you recognize affected chapter files by a marker on the file icon and by the highlighted check-in time. The tooltip explains the change and shows the check-in time and the time of creation. The marker applies to Word, Excel, and PowerPoint files.

Layout check results are displayed neither in the history nor in its Excel export. They remain available in the result document via Event reports on the Layout violations tab. For more information, see Reviewing Layout Check Violations.

In Lucanet Disclosure Management, you can export the detail view of the history of a result document to an Excel file. The export contains the warnings and errors from the history, but no layout check results.

To export the creation information and messages in Lucanet Disclosure Management: