In Disclosure Management, Excel and Word files are saved using the Check In function. When a file is checked in, a new version of the file is created automatically. All versions of a file can be recovered at any time.

In Office for the Web and Office Native, checking in and updating work in a similar way to Office for Desktop. The two relevant buttons are located in the Word ribbon on the DM-Content tab:

The buttons for checking in and updating in the Word ribbon on the 'DM-Content' tab.
Buttons for checking in and updating in the Word ribbon ('DM-Content' tab)

To check in a file:

1

In the Word ribbon, on the DM-Content tab, click Check In.

The Check-In task pane opens on the right.

The 'Check-In' task pane with the 'Check-in message' input field.
'Check-In' task pane
2

Enter a comment in the Check-in message field.

3

Click Check in.

Disclosure Management creates a new version of the file. When you check in a Word chapter, an entry is created in the document History, from which the version can be recovered.

When you check in a Word chapter, an entry is created in the document History, from which you can recover a previous version. To open the history of a document:

1

Click the icon to open the Detail View of a Chapter.

2

In the detail view, open the document History and recover the desired version (see Detail View of a Chapter).

To check in a file:

1

Click Check In in the Word or Excel ribbon:

'Check In' button in the Word ribbon
2

The Check In dialog will be displayed:

Dialog for checking in an Office file
3

You have the following options for entering a comment:

  • Enter a comment in the input field.
  • If helpful, click Recent Comments to reuse one of the 20 most recently used comments.
4

By default, an Excel or Word file that contains errors cannot be checked in. If you want to check in a defective file despite this, activate the Force Check In check box.

5

Click Check In.

Disclosure Management will then create a new version of the file. In the Cockpit, the time of the change will be displayed in the Word column.

You can open a previous version of the current file at any time.

To recover a version:

1

Click Recover Version in the ribbon.

'Recover Version' button in the Word ribbon
2

The Version History window will be displayed:

'Version History' Word window
3

Select the desired version in the drop-down list.

4

If necessary, click Compare to compare the selected version of the document with the current version.

5

Click Open.

6

Check in the file again to update the values changed since saving the restored version (for example by re-importing the data) if necessary.

Versions can also be opened from the History in the Detail View of a Chapter.