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Working with Word References
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Creating and Inserting Document Variables
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Glossary

Working with Word References

Overview

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

1

Open the target document.

2

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

Creating Word references in the Cockpit
Creating Word references in the Cockpit
3

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

'Add Word reference' dialog
'Add Word reference' dialog

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.
4

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

5

Click Apply and open.

6

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:
Display of a reference in the Cockpit
Display of a reference in the Cockpit

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

Updating a Word Reference in 'Track Changes' Mode

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
Display of an update of the source chapter
1

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.

2

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.
3

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.

Discarding Manual Changes

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

Proceed as follows:

1

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

Discarding manual changes
Discarding manual changes
2

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

3

The document matches the state of the original chapter again.

Unlinking a Reference

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

1

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

Unlink reference
Unlink reference
2

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

3

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.

Last updated on Aug 16, 2023

Table of Contents
Working with Word ReferencesOverviewUpdating a Word Reference in 'Track Changes' ModeDiscarding Manual ChangesUnlinking a Reference
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