Ribbons for Disclosure Management

Getting Started

Global Functions

Lucanet Lume

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

Ribbons for MS Office for Desktop

Ribbons for MS Office Native

Ribbons for MS Office for the Web

Creating and Editing Excel Files

Creating and Editing Word Files

Versioning and Recovery of MS Office Files

Creating and Inserting Document Variables

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

When working with MS Office documents, you use functions in specific ribbons for MS Word and MS Excel. The functions provided are adapted for use in conjunction with Lucanet Disclosure Management:

The

Word ribbon

helps you when structuring and formatting Word content.

The

Excel ribbon

helps you program an MS Excel file for Disclosure Management.

Which ribbons are available to you depends on the selected MS Office variant. A description of the respective functions can be found in the following chapters:

Ribbons for MS Office for Desktop

– Functions in the ribbons for MS Word and MS Excel in the MS Office for Desktop variant.

Ribbons for MS Office Native

– Functions in the DM-Content and DM-Layout tabs of the Word ribbon in the MS Office Native variant.

Ribbons for MS Office for the Web

– Ribbons in the MS Office for the Web variant.

For an overview of the variants themselves, see the MS Office Variants chapter.

The following tables compare the functions of the ribbons across the three variants MS Office for the Web, MS Office Native, and MS Office for Desktop.

Legend: ✅ = available · ❌ = not available.

Function	MS Office for the Web	MS Office Native	MS Office for Desktop
Check In	✅	✅	✅
Update	✅	✅	✅
Help	✅	✅	❌
Event Reports	✅	✅	✅
Set/remove highlight (Set/Remove)	✅	✅	❌
Highlight tables / highlight body text number	❌	❌	✅
Insert table/chart	✅	✅	✅
Insert body text number	✅	✅	✅
Insert document variable	✅	✅	✅
Assign Layout Actions	✅	✅	✅
Insert ESG text value	❌	❌	✅
Remove locking of content controls	❌	❌	✅
Style Guide	✅	✅	❌
Special Characters	✅	✅	❌
Reset manual formatting	✅	✅	❌
Hanging Indent	✅	✅	❌
Page Break	✅	✅	❌
Character spacing	❌	✅	❌
Word spacing	❌	✅	❌
Save File Locally	❌	❌	✅
Open Local File	❌	❌	✅
Recover Version	❌	❌	✅
Compare with Local Document	❌	❌	✅
Insert XBRL tags / highlight text blocks	❌	❌	✅
Copilot (text adjustment, text draft)	❌	❌	✅

Function	MS Office for the Web	MS Office Native	MS Office for Desktop
Publish / Check In	✅	✅	✅
Update	✅	✅	✅
Help	✅	✅	❌
Event Reports	✅	✅	✅
Insert document variable	✅	✅	✅
Properties	✅	✅	✅
Create/edit outareas and columns	✅	✅	✅
Programming assistant	✅	✅	❌
Add area highlights/Add layout area	✅	✅	✅
Name Manager (manage and delete names)	❌	❌	✅
Insert ESG table	❌	❌	✅
Save File Locally	❌	❌	✅
Open Local File	❌	❌	✅
Recover Version	❌	❌	✅