Versioning and Recovery of MS Office Files

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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

Versioning and Recovery of MS Office Files

Creating and Inserting Document Variables

Reviewing Layout Check Violations

Creating and Editing PowerPoint Files

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

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

In Lucanet Disclosure Management, checking in an Excel, Word, or PowerPoint file saves a new version. You can open saved previous versions from a chapter's history. For PowerPoint files, use MS Office Native exclusively. Opening a previous version does not replace the current chapter file.

For Word and Excel files, Lucanet Disclosure Management supports Office for the Web and Office Native. The following illustration displays the Check in and Update buttons on the DM-Content tab of the Word ribbon. For the PowerPoint procedure, see Versioning PowerPoint Files.

Shows the 'DM-Content' tab of the Word ribbon for Disclosure Management with the areas 'Server', 'Lucanet', 'Highlight', 'Integration' and 'File'. Highlighted in red is the 'Server' area with the buttons 'Check in' and 'Update'. — Buttons for checking in and updating in the Word ribbon ('DM-Content' tab)

To check in a file in Office for the Web or Office Native:

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

The Check-In task pane opens on the right.

Shows the 'Check-In' task pane of Disclosure Management with the mandatory field 'Check-in message', the 'Check in' button and the list 'Recent comments'. — 'Check-In' task pane

Enter a comment in the Check-in message field.

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 in Office for the Web or Office Native, an entry is created in the document History, from which you can recover a previous version. To open the history of a document:

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

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

In Lucanet Disclosure Management, checking in a PowerPoint chapter file creates a new version for the open file's document language. The chapter history displays the check-in with its date, user, and comment, if a comment was entered.

To save a new version of your PowerPoint file in Lucanet Disclosure Management with MS Office Native:

Open the PowerPoint file from the Cockpit for editing and edit the presentation in MS PowerPoint.

On the Disclosure Management tab, click Check in.

Enter a comment in the task pane if the document configuration requires one, then click Check in.

Review the new entry in the History in the chapter detail view.

In Lucanet Disclosure Management, a previous PowerPoint version opened from the chapter history is read-only. You cannot check this historical file in directly. To replace the current chapter content with its content, save a local copy and use the command for replacing the PowerPoint file.

To use the content of a previous PowerPoint version as the current version in Lucanet Disclosure Management:

In the Cockpit, open the detail view of the chapter and find the required version in the History. Check its document language, date, user, and comment.

Click the PowerPoint icon for the required entry. The version opens read-only in the locally installed MS PowerPoint application.

Review the content and save the presentation as a local .pptx copy. Close the historical file after reviewing it.

In the Cockpit, select the appropriate document language and replace the current PowerPoint chapter file with the local copy. For the procedure and prerequisites, see Replacing Word and PowerPoint Files.

Review the open replacement file and check it in. Its content is saved as a new current version; opening the historical version alone does not do this.

Before checking in, also review the linked Excel content. Updating it can apply more recent values from the saved Excel sources.

In Office for Desktop, files are checked in and recovered in Disclosure Management using the Word or Excel ribbon.

To check in a file in Office for Desktop:

Click Check In in the Word or Excel ribbon:

Shows the Word ribbon for Disclosure Management in Office for Desktop in the German UI with the areas 'Server' and 'Datei'. Highlighted in red is the 'Einchecken' button. — 'Check In' button in the Word ribbon

The Check In dialog will be displayed:

Shows the 'Check In Office File' dialog of Disclosure Management with a comment field, the option 'Force Check In', the 'Recent Comments' entry and the buttons 'Check In' and 'Cancel'. — Dialog for checking in an Office file

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.

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.

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.

In Office for Desktop, you can open a previous version of the current file at any time.

To recover a version in Office for Desktop:

Click Open version in the ribbon.

Shows the Word ribbon for Disclosure Management in Office for Desktop in the German UI with the areas 'Server' and 'Datei'. Highlighted in red is the 'Version wiederherstellen' button. — 'Open version' button in the Word ribbon

The Version History window will be displayed:

Shows the 'Version History' window of Disclosure Management in MS Word with a drop-down list of versions and the buttons 'Vergleichen' and 'Öffnen'. — 'Version History' Word window

Select the desired version in the drop-down list.

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

Click Open.

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.

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

Page IDKB7343325

Last updated on Oct 20, 2026

Overview

Versioning in Office for the Web and Office Native in Disclosure Management

Checking In a File

Recovering a Version

Versioning PowerPoint Files with MS Office Native in Lucanet Disclosure Management

Checking In a PowerPoint File

Opening a Previous PowerPoint Version and Using It as the Current Version

Versioning in Office for Desktop in Disclosure Management

Checking In a File

Recovering a Version

Versioning and Recovery of Files in Disclosure Management

Overview

Versioning in Office for the Web and Office Native in Disclosure Management

Checking In a File

Recovering a Version

Versioning PowerPoint Files with MS Office Native in Lucanet Disclosure Management

Checking In a PowerPoint File

Opening a Previous PowerPoint Version and Using It as the Current Version

Versioning in Office for Desktop in Disclosure Management

Checking In a File

Recovering a Version

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