---
title: "Working with Word References"
description: "With Word references in Disclosure Management, you can reuse the content of a chapter from one report in a chapter of another report."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/use-word-references
language: en
last_updated: 2023-08-16
---
# 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.

{% stepper %}
{% stepper-step %}
Open the target document.
{% /stepper-step %}
{% stepper-step %}
In the **Cockpit**, at the end of the row of an empty chapter, click the **three-dot icon**.

Creating Word references in the Cockpit
{% /stepper-step %}
{% stepper-step %}
In the menu, choose **MS Word | Add Word reference**. The following dialog is displayed:

'Add Word reference' dialog

{% info-box %}
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.
{% /info-box %}
{% /stepper-step %}
{% stepper-step %}
Configure the Word reference. The following information must be specified:

| Option | Description |
|---------|---------|
| Source report | Report that contains the chapter you want to reference |
| Chapter | Chapter you want to reference |
| Language | Drop-down list with all available languages |
{% /stepper-step %}
{% stepper-step %}
Click **Apply and open**.
{% /stepper-step %}
{% stepper-step %}
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
{% /stepper-step %}
{% /stepper %}

{% info-box %}
Changes you make in the Word reference are not transferred to the original chapter.
{% /info-box %}

## 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

{% stepper %}
{% stepper-step %}
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.
{% /stepper-step %}
{% stepper-step %}
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.
{% /stepper-step %}
{% stepper-step %}
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.
{% /stepper-step %}
{% /stepper %}

## Discarding Manual Changes

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

Proceed as follows:

{% stepper %}
{% stepper-step %}
In the **Cockpit**, at the end of the row of an empty chapter, click the **three-dot icon**.

Discarding manual changes
{% /stepper-step %}
{% stepper-step %}
Under the menu item **MS Word**, choose the command **Discard manual changes**.
{% /stepper-step %}
{% stepper-step %}
The document matches the state of the original chapter again.
{% /stepper-step %}
{% /stepper %}

## Unlinking a Reference

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

{% stepper %}
{% stepper-step %}
In the **Cockpit**, at the end of the row of an empty chapter, click the **three-dot icon**.

Unlink reference
{% /stepper-step %}
{% stepper-step %}
Under the menu item **MS Word**, choose the command **Unlink reference**.
{% /stepper-step %}
{% stepper-step %}
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.
{% /stepper-step %}
{% /stepper %}