Inserting Outareas into a Word Document

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Basic Configuration

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Configuring a Document

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Creating and Editing Chapters

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Working with MS Office Files

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Creating and Editing Excel Files

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Inserting Outareas into a Word Document

Using Text Values in MS Word

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Inserting XBRL Tags

Inserting Texts From ESG Reports

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Glossary

Excel tables and the Outareas defined in them provide the data for the tables in the result documents of Disclosure Management. The Outareas created in MS Excel can be transferred to a Word document using the Word ribbon.

To transfer tables from Excel spreadsheets to Word documents, they must be part of an Outarea defined in the Excel file (see Defining Outareas).

When you insert or update an Excel chart in a Word chapter file, Lucanet Disclosure Management checks whether the chart fits into the available text column. If it is too wide, you receive a warning with the affected chart or Outarea and the widths of the chart and the text column.

The chart is not reduced automatically. The warning does not mark the update as failed. This prevents an unnoticed resizing that could change the display of labels and legends.

To adjust a chart that is too wide for Lucanet Disclosure Management:

Open the Excel source file and select the chart named in the warning.

In MS Excel, adjust the chart width to the text column width stated in the warning. Check the labels and the legend in the adjusted size.

Save the Excel source using Check in or Publish and then update the Word file.

The available width depends on the section and the text column at the insertion point. The warning applies to charts in Word files; it does not describe a size check for charts in PowerPoint files.

How you insert the Outarea of an Excel table into a Word document in Disclosure Management depends on the selected MS Office variant.

To insert a table in Office for the Web and Office Native:

Open the desired Word file from the cockpit.

Place the cursor at the desired position in the Word document.

On the DM-Content tab of the Word ribbon, click Table Insert & Layout:

Shows the 'DM-Content' tab of the Word ribbon for Lucanet Disclosure Management in MS Office Native with the groups 'Server', 'Lucanet', 'Highlight', 'Integration', 'Copilot', and 'File'. Highlighted in red is the 'Table Insert & Layout' command in the 'Integration' group. — 'Table Insert & Layout' command on the 'DM-Content' tab of the Word ribbon

The Table Insert & Layout task pane is displayed on the right. You insert the table in the Table overview area:

Shows the 'Table Insert & Layout' task pane of Lucanet Disclosure Management in a document without a layout robot. The 'Table overview' area shows the drop-down lists 'Document', 'Chapter', and 'Outarea' (for example 'Annual Report 2025', '2.3.1. Currency Table', and 'outarea') and the 'Use Excel number format' check box, the 'Table layout properties' area shows a hint to assign the layout robot in the document settings, and the 'Insert' button is visible. — 'Table Insert & Layout' task pane in Office for the Web and Office Native

Assign a layout robot to the document if necessary: If the Table layout properties area displays a hint about a missing layout robot, assign a layout robot to the document under Configure document before you configure the table.

Configure the options (see the following table) and then click Insert.

The Table overview area of the Table Insert & Layout task pane in Disclosure Management offers the following options in Office for the Web and Office Native:

Option	Description
Document	The document that contains the desired table.
Chapter	The chapter from which an Outarea is to be inserted into the Word document.
Outarea	The Outarea to be inserted into the Word document.
Use Excel number format	Applies the number format stored in the Excel file to the inserted table.
Insert	Inserts the selected Outarea into the Word document.

In the Table layout properties area of the same task pane, you assign layout actions to the tables in Disclosure Management. For more information, see Using Layout Actions in MS Word in Disclosure Management.

In Office for the Web and Office Native, you can highlight the tables inserted into the Word document: on the DM-Content tab, click Set and select the Disclosure-Management tables or Non-Disclosure-Management tables entry. Use the Remove button to remove the highlight again (see Ribbons for MS Office for the Web).

To insert a table in Office for Desktop:

Open the cockpit.

Click the desired Word document in the cockpit or choose MS Word | Open Word file in the menu of the three dots icon:

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

Place the cursor at the desired position in the Word document.

In the Word ribbon, click Insert table/diagram:

Shows part of the Word ribbon for Disclosure Management in Office for Desktop with the buttons 'Insert Text Values', 'Insert Document Variable', 'Highlight Tables', 'Highlight Text Values' and 'Remove Locks from Content Controls'. Highlighted in red is the 'Insert Table / Diagram' button. — Inserting tables and/or diagrams using the Word ribbon

The Table configuration dialog is displayed:

Shows the 'Table configuration' dialog of Disclosure Management with the area 'Table overview' ('Document', 'Chapter', 'Outarea', 'Insert table'), the area 'Layout configuration' with the options 'No template', 'Use template' and 'Start from scratch without template', the column widths, 'Table alignment', 'Text wrapping relative to the table', 'Cell Margins', and the buttons 'Add as a template' and 'Reset to default'. — 'Table configuration’ dialog

Configure the dialog (see following sections) and click Save.

The following options are available in Office for Desktop in the Table configuration dialog of Disclosure Management.

The following options are available in the Table configuration dialog in the Table overview area:

Name	Description
Document	The document that contains the desired table. The corresponding reference year is displayed in front of the name of the individual documents.
Chapter	The Chapter, from which an Outarea is to be inserted into a Word document. All chapters of the selected document to which an Excel file is assigned are displayed.
Outarea	Outarea to be inserted into the Word document. As soon as a chapter is selected, the Outareas available in the Excel file are listed in the Outarea drop-down list.
Insert table	Inserts the selected Outarea into the Word document.

The following options are available in the Table configuration dialog in the Layout configuration area:

Option	Description
No template	Default setting. No template is used for the table to be inserted.
Use template	Loads the values of the selected template and uses them for the current table.
Start from scratch	- Table width: The absolute width of the table in cm, e.g. 15.5. Equivalent to the Preferred width table property in MS Word. - Table indent: The indent the table in cm, e.g. 2. Equivalent to the Indent from left table property in MS Word. - Double tab position: Moves the number in the table by the specified factor in order to ensure the numbers wrap around existing footnotes or brackets, for example. This value is specified in cm, e.g. - 0.2 would move the numbers 2 mm to the left. In the example below, negative numbers are written in brackets in MS Excel. This has resulted in the numbers no longer being positioned below one another (left-hand column). Entering a double tab in MS Excel will realign the numbers so they are below one another again (right-hand column).
Column width	- Generic column widths: Combination of fixed and calculated column widths. For example, you can enter the widths for number columns and layout columns (in cm). The width of the name column is then calculated automatically. Number column width: Width of number column in cm; Layout column width: Width of layout column in cm. - Fixed column width: Fixed column width in cm
Table alignment	Sets the alignment of the table.
Text wrapping relative to the table	Determines whether the surrounding text is wrapped around or placed as a new paragraph.
Cell Margins	Opens the Padding Options dialog, where you define the cell margins and the spacing between cells for all cells of the table (see section Options in the ‘Cell margins’ dialog).
Add as a template	Saves the current settings as a template.
Reset to default	Resets all settings to their default values.

Use the Cell Margins button in the Layout configuration area to open a dialog where you define the cell margins and cell spacing for all cells of a template’s table. The values are saved at template level. The dialog contains the following options:

Option	Description
Default cell margins	Sets the inner spacing of the cells in centimetres (cm) – for Top, Bottom, Left and Right respectively. The default value is 0 cm in each case.
Allow spacing between cells	Enables the spacing between cells. Only when the checkbox is activated can a value for the spacing (in cm) be entered in the field below it. The option is deactivated by default.

Negative values cannot be entered in the input fields.

All values are saved in centimetres (cm) with up to two decimal places.

Click

to apply the entered values, or

Cancel

to discard the changes.

The report values in a table inserted from Disclosure Management are updated each time the Word document is used (e.g. when checking out or creating a result document).

You can also update the values using the

Update

button in the Word ribbon.

Report values cannot be changed in the Word file itself, but must be adjusted in the

data view

or in the corresponding Excel file.

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

Page IDKB5823107

Last updated on Oct 20, 2026

Overview

Fitting Excel Charts to the Text Column in Lucanet Disclosure Management

Inserting Tables into MS Word in Disclosure Management

Office for the Web and Office Native

Office for Desktop

Options in the 'Table configuration' Dialog in Disclosure Management

Options in the ‘Table overview’ section

Options in the ‘Layout Configuration’ section

Options in the ‘Cell margins’ dialog

Inserting Tables with Outareas into MS Word in Disclosure Management