Creating and Editing Word Files | Lucanet Knowledge Base

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Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

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Configuring a Document

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Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Working with MS Office Files

MS Office Variants

Ribbons for Disclosure Management

Creating and Editing Excel Files

Creating and Editing Word Files

Inserting Outareas into a Word Document

Using Text Values in MS Word

Using Layout Actions in MS Word

Inserting XBRL Tags

Inserting Texts From ESG Reports

Using Copilot for Disclosure Management

Working with Word References

Versioning and Recovery of MS Office Files

Creating and Inserting Document Variables

Reviewing Layout Check Violations

Creating and Editing Validations

Using the Data View

Using the XBRL Tagger

Creating Result Document

Rolling Forward or Copying a Document

Editing Documents in the XBRL Tagger

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

Word documents play a key role in Disclosure Management when it comes to creating a business report. The final result document is built using them. Word documents can be used to make the corporate design and texts available for the desired result document. In Word documents, the Excel tables maintained in Disclosure Management are also published.

A Word file can be stored for each chapter of a Disclosure Management document.

Word files contain the Word ribbon, which provides specific functions for editing files.

Word files can be created in the Cockpit of Disclosure Management or in the detail view of a chapter. Alternatively, existing files located in the local file directory can be assigned to a chapter to create a new Word file.

To create a Word file for a chapter in Disclosure Management:

Click Cockpit in the overview or click Document in the function bar:

Shows the Cockpit of the document 'Report 2024' in Disclosure Management with the chapter list and the columns 'CHAPTER NAME', 'STATUS', 'VALIDATIONS', 'MS WORD' and 'MS EXCEL'. Highlighted in red are 'Document' in the function bar and 'Cockpit' in the overview. — Open a document in Disclosure Management

Click the three dots icon at the end of the desired chapter row.

Choose MS Word | Add Word file or MS Word | Add external Word file from the context menu.

Shows the context menu of a chapter in the Cockpit of Disclosure Management with the entries 'MS Word', 'MS Excel', 'Change status' and 'Delete chapter' and the submenu of 'MS Word' with 'Add Word file' and 'Add external Word file'. Highlighted in red are 'MS Word' and 'Add Word file'. — Create a Word file in the Cockpit

MS Word will open with a new file. As soon as you Check In the file, it will be displayed in the MS Word column of the Cockpit.

Word files assigned to a chapter can be opened from the Cockpit of Disclosure Management for editing purposes.

To open a Word file for a chapter in Disclosure Management:

Click Cockpit in the overview or click Document in the function bar.

You have two options for opening a Word file in the Cockpit:

Click the desired Word file in the

MS Word

column.

Click the

three dots icon

at the end of the desired chapter row and choose

MS Word | Open Word file

from the context menu.
\

Shows the context menu of a chapter in the Cockpit of Disclosure Management and the submenu of 'MS Word' with 'Open Word file' and 'Delete Word file'. Highlighted in red are the three dots icon, 'MS Word' and 'Open Word file'.

Opening a Word file from the Cockpit

The file will open in MS Word and can be edited using the

Word ribbon

Word files can also be opened from the Detail View of a Chapter.

Word files in Disclosure Management can be edited using the Word ribbon. The Word ribbon provides specific functions tailored to Disclosure Management:

Shows the 'Disclosure Management' tab of the Word ribbon in MS Office for Desktop with the areas 'Server', 'File', 'Link', 'XBRL' and 'Copilot'. — Word ribbon for Disclosure Management

Among other functions, the Word ribbon contains a function for inserting any desired Excel tables in a Word document.

In addition to Excel tables,

Text Values

Document Variables

XBRL Tags

, and more can be inserted in a Word document easily and conveniently using the Word ribbon.

The Ribbons for Disclosure Management chapter provides an overview of all the functions available in the Word ribbon.

A specific Word template can be stored for each document in Lucanet Disclosure Management.

To assign a Word template to a document, you must open the Configure document workspace and add a Word template in the MS Word section (see also Configuring a Document).