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Glossary

Versioning and Recovery of Files in Disclosure Management

Overview

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.

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

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

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)

Checking In a File

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

1

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
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.

Recovering a Version

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:

1

Click the Info icon 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).

Versioning in Office for Desktop in Disclosure Management

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

Checking In a File

To check in a file in Office for Desktop:

1

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
2

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
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.

Recovering a Version

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:

1

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
2

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
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.

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

Page IDKB7343325

Last updated on May 1, 2026

Table of Contents
OverviewVersioning in Office for the Web and Office Native in Disclosure ManagementChecking In a FileRecovering a VersionVersioning in Office for Desktop in Disclosure ManagementChecking In a FileRecovering a Version
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