Creating and Editing Word Files

Last updated on 2024-11-05

Overview

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.

This article contains the following sections:

Creating Word Files

Word files can be created in the Cockpit 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: 

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

    Opening a document in Disclosure Management
  2. Click the three dots icon  at the end of the desired chapter row.
  3. Choose MS Word | Add Word file or MS Word | Add external Word file from the context menu.

    Creating a Word file in the Cockpit
  4. 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.
Opening Word Files

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

To open a Word file for a chapter:

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

    Opening a document in Disclosure Management
  2. 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.

      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 Chapter Detail View.

Editing Word Files

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

Displays the Word ribbon for Disclosure Management. 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.