Working with Word References

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

Dashboard

Configuring a Document

Cockpit

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

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

With Word references in Disclosure Management, you can reuse the content of a chapter from one report in a chapter of another report.

You can create a Word reference in the Cockpit via the three-dot icon of an empty chapter.

To create a Word reference for a chapter:

Open the target document.

In the Cockpit, at the end of the row of an empty chapter, click the three-dot icon.

In the menu, choose MS Word | Add Word reference. The following dialog is displayed:

The Add Word reference command is not available in the following cases:

You do not have editor permission for the chapter.

There are no referenceable documents available.

The chapter already contains a reference.

The chapter already contains a chapter.

Configure the Word reference. The following information must be specified:

Click Apply and open.

The following actions are performed:

MS Word opens automatically with the source content in the selected language.

After opening, a check-in is automatically performed in the background.

The reference is created in the target chapter, and the source content is inserted as a chapter at the selected position.

In the

Cockpit

, an additional icon for a reference is displayed in the MS Word column:

Changes you make in the Word reference are not transferred to the original chapter.

When the source chapter of a Word reference is updated, the Cockpit highlights the reference icon in the MS Word column. In addition, a tooltip on Status displays the Update available note:

Display of an update of the source chapter

To check and apply updates of a Word reference:

Click the icon of the Word reference. The Word editor opens with Track Changes mode enabled. Changes from the source chapter are highlighted in the Word document.

Use the native Track Changes functions in MS Word to review the differences:

Accept changes you want to apply.

Reject changes you do not want to apply.

Click Check in to save the result. The following actions are then performed:

The highlighting of the reference icon in the Cockpit is removed.

The reference metadata is updated with the new check-in timestamp of the source chapter.

A new entry is created in the chapter's history.

When the source chapter of a Word reference is updated, the Cockpit highlights the reference icon and shows the Update available note. If you do not want to review the update, you can dismiss it directly from the three-dot menu instead of opening Track Changes mode.

To ignore an update of a Word reference:

In the Cockpit, at the end of the row of the reference chapter, click the three-dot icon.

Three-dot menu of a Word reference with the MS Word submenu open and the 'Ignore update' command — Three-dot menu of a Word reference with the 'Ignore update' command

Under the menu item MS Word, choose the command Ignore update.

The Ignore update command is only available while an update is shown for the reference icon. References without an available update do not show this command.

The update is dismissed immediately, without a confirmation dialog. The following actions are performed:

The update highlighting is removed from the reference icon in the Cockpit.

A new entry is added to the chapter's history that records the ignored update, including the source document, the chapter, the timestamp, and the author. The reference icon is shown next to the entry.

The reference's status and check-in timestamp remain unchanged.

Ignoring an update applies only to the current version of the source chapter. The reference continues to track the source: if the source chapter is updated again, the reference icon is highlighted again so that you can review or ignore the new update.

You can discard changes you have made in a Word reference at any time.

Proceed as follows:

In the Cockpit, at the end of the row of an empty chapter, click the three-dot icon.

Under the menu item MS Word, choose the command Discard manual changes.

The document matches the state of the original chapter again.

You can unlink a Word reference from the original chapter at any time. Proceed as follows:

In the Cockpit, at the end of the row of an empty chapter, click the three-dot icon.

Under the menu item MS Word, choose the command Unlink reference.

The link to the original chapter is removed, and the current state of the Word reference is added as a chapter to the current document. The icon indicating a reference is removed.

When you roll forward a document that contains Word references, the references in the new, rolled-forward document initially still point to the old source document. Rolling forward a document does not automatically adjust existing Word references to a new referenced source document.

With Lucanet Lume, you can re-point all affected Word references of a document to a new source document in one step, instead of removing and re-creating each reference individually.

Both the document containing the Word references and the referenced source document have already been rolled forward or copied individually (see

Rolling Forward or Copying a Document

The source and target documents must match structurally, because Lucanet Lume matches Word references based on their structure, not their content. This is therefore only possible between a document and a 1:1 copy or roll-forward of that document, not between documents with different content.

The feature is currently available for Word references only.

To re-point Word references with Lucanet Lume to a new source document:

Roll forward or copy both the document that contains the Word references and the referenced source document individually (Rolling Forward or Copying a Document). This creates two new documents for the new period. The old documents remain unchanged.

Open Lucanet Lume and describe, in natural language, which references should be re-pointed, for example:

"In the report [name of the target document], all Word references currently pointing to [name of the old source document] should point to [name of the new source document]."

Conversation with Lucanet Lume for re-pointing Word references to a new source document. — Re-pointing Word references with Lucanet Lume

Lucanet Lume then guides you step by step through the process and asks for the required information, including:

The exact name of the target document (as stored in the Dashboard)

The exact name of the old source document

The exact name of the new source document

Confirm the action when Lucanet Lume shows the planned change and asks whether it should be carried out.

After confirmation, Lucanet Lume re-points all matching Word references in the target document to the new source document in one step. References for which no matching counterpart is found in the new source document remain unchanged, pointing to the old document.

Lucanet Lume does not check the textual content of the referenced chapters; it matches references based on their structure. Therefore, check in the Cockpit whether all the desired references were re-pointed correctly.

If Lucanet Lume cannot find a chapter with the same structure or ID in the new source document as in the old source document, the affected Word reference cannot be re-pointed. Lucanet Lume reports this case as a missing counterpart (NO_COUNTERPART) and leaves the reference unchanged, pointing to the old source document.

Message from Lucanet Lume indicating that a Word reference could not be re-pointed due to a missing counterpart (NO_COUNTERPART). — Message from Lucanet Lume when no counterpart is found

In this case, Lucanet Lume offers two options:

You can ask Lume for the affected target chapter and further details about the missing counterpart.

You can adjust the chapter structure in the new source document so that a matching chapter exists, and then trigger the re-pointing of the reference again.

Last updated on May 1, 2026

Overview

Creating Word references

Updating a Word Reference in 'Track Changes' Mode

Ignoring an Update of a Word Reference

Discarding Manual Changes

Unlinking a Reference

Re-Pointing Word References with Lucanet Lume to a New Source Document

Prerequisites

Instructions

Behavior When No Counterpart Is Found

Overview

Creating Word references

Updating a Word Reference in 'Track Changes' Mode

Ignoring an Update of a Word Reference

Discarding Manual Changes

Unlinking a Reference

Re-Pointing Word References with Lucanet Lume to a New Source Document

Prerequisites

Instructions

Behavior When No Counterpart Is Found

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