Using Copilot for Disclosure Management

Click Copilot on the DM-Content tab of the Word ribbon.

The Copilot task pane is displayed in Writer mode:

In the Taxonomy drop-down list, choose the desired taxonomy.

In the Disclosure label drop-down list, choose the desired disclosure label.

Optionally, in the Tone drop-down list, choose the desired tone.

Optionally, enter company-specific information in the Additional information text field that is relevant to the selected disclosure label.

Click Generate.

The generated text is displayed under the heading Report in the task pane.

Click Apply to insert the text into the document, Discard to delete it, or Copy to copy it to the clipboard. If necessary, change the selection and click Generate again if the result is not satisfactory.

Select the text that you want to improve.

The Copilot task pane automatically switches to Enhancer mode:

In the Edit or review selection drop-down list, choose the desired option (see section Options for Text Enhancement).

Optionally, in the Tone drop-down list, choose the desired tone.

Optionally, enter additional information in the Additional information text field.

Click Generate.

The edited text is displayed under the heading Report in the task pane.

Click Apply to transfer the result to the document. With Create headline, the heading is inserted before the selected text; the selected text is retained. The other options replace the selected text. Click Discard to delete the result, or Copy to copy it to the clipboard. If necessary, change the selection and click Generate again if the result is not satisfactory.

On the DM-Content tab of the Word ribbon, in the Integration group, click Insert ESG text value.

The Insert ESG text value task pane is displayed.

Select the Insert ESG text value with Copilot option.

Select the ESG report from the Report file drop-down list and the required question from the Question from ESG Reporting drop-down list.

Under Selected reporting entities, select the check boxes of the reporting entities whose answers the text is to take into account. Use Select all or Deselect all to change the selection for all reporting entities at once.

To display the imported answer of a reporting entity, click the arrow next to the reporting entity.

Select the required tone from the Tone drop-down list.

Optionally, enter additional information for the text in the Additional information text field.

Click Generate.

Copilot combines the answers of the selected reporting entities. This can take up to one minute. The generated text is then displayed in the same task pane under the Copilot heading. At this point, the text has not yet been inserted into the Word document.

Check the generated text in the task pane. In the Word document, click the position where you want to insert the text, and click Apply. The text is inserted at this position.

Use Copy to transfer the generated text to the clipboard; the Word document remains unchanged. Use Discard to remove the generated result from the task pane without inserting it into the document. If you want to generate a different text, change the selected reporting entities, the tone, or the additional information if necessary, and click Generate again.

Click Writer on the Word ribbon.

The Copilot - Writer window will appear in the Word document:

Choose either IFRS or ESRS under Taxonomy.

Choose a disclosure label from the Disclosure Label drop-down list.

Optionally, enter company-specific information in the Additional information text field that is relevant to the selected disclosure label.

Click Generate.

Click Accept to insert the result into the document. If necessary, change the settings and click Generate again if the result is not satisfactory.

Select the text that you want to improve.

Click Enhancer on the Word ribbon. The Copilot - Enhancer window will appear in the Word document:

Configure the Copilot as required (see section Options for Text Enhancement).

Click Generate.

Click Accept to insert the result into the document. If necessary, change the settings and click Generate again if the result is not satisfactory.

Click ESG text values on the Word ribbon.

The Insert ESG text value window will appear in the Word document:

In the Report file drop-down list, choose the report from which the ESG data are to be read from.

In the drop-down list Question from ESG Reporting, choose the desired question.

In the list Choose a reporting entity, activate the checkboxes of the reporting entities whose data is to be included in the overall report.

Optionally, enter additional information in the Additional information text field that is to be added to the report.

In the Tone drop-down list, choose the desired tone for the report.

Click Generate.

Click Accept if you want to insert the result into the document. If necessary, change the settings and click Generate again if the result is not satisfactory.