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Glossary

Dashboard in Disclosure Management

Overview

The dashboard is the opening screen in Disclosure Management. From the dashboard, you can create new documents and view all the documents that have been created in Disclosure Management. You can also open documents from the dashboard.

Dashboard Options in Disclosure Management

The dashboard in Disclosure Management is displayed as follows:

Shows the dashboard in Disclosure Management with the documents 'Report 2025' and 'Report 2024'. Highlighted in red are the areas 'Filter or search for documents', 'Upload document extracts or create documents', 'Filter or sort documents', 'Edit, delete, or extract documents', and 'Open documents'.
Structure of the dashboard and available options

The following options are available in the Disclosure Management dashboard:

OptionsDescription
Filter or search for documentsOptions for filtering documents by year or searching for specific documents
Import document extractsOption for importing previously extracted documents with the SNE file extension
Create documentsOption for creating a new document. Enter the document name and define the reporting date by which the document needs to be completed. Go to Workflow and apply the Default Workflow, then click Save. The document will now be displayed in the Document overview.
Open documentsTo open and configure the required document, click it in the document overview. For more information, see Configuring a Document
Sort documentsOption to sort documents by document name, reporting date or creation date, in either ascending or descending order
Edit or delete documentsOption for changing the document name or reporting date, or deleting the document

Disclosure Management enables you to create extracts of documents so you can send them to our Support or your Lucanet contact person for auditing or inspection, for example. For more information, see Rolling Forward or Copying a Document.

Extracting Multiple Documents into One File in Disclosure Management

To extract multiple documents into one file, you must have one of the following roles:

  • Global Administrator
  • Document Administrator (for the documents you have permissions for)

Without one of the mentioned roles, the Extract documents to file button is deactivated. A tooltip with a message about the missing permission is displayed.

To extract multiple documents into one file in Disclosure Management:

1

Hold down the CTRL key and select the documents you want to extract into a file.

2

Do one of the following:

  • Right-click the three-dot icon and select Extract.
  • Click the Extract documents to file button.
Shows the dashboard in Disclosure Management with three selected documents and the label '3 selected'. Highlighted in red are the 'Extract documents to file' button and the 'Extrahieren' command in the three-dot menu.
Extracting multiple documents into a single file
3

Once the extraction is complete, a new message will be displayed in the notification window, from which you can download the extracted report.

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

Last updated on May 1, 2026

Table of Contents
OverviewDashboard Options in Disclosure ManagementExtracting Multiple Documents into One File in Disclosure Management
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