Versioning and Recovery of MS Office Files

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

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 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

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

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:

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

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, 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).

To check in a file:

Click Check In in the Word or Excel ribbon:

The Check In dialog will be displayed:

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.