Ribbons for Disclosure Management

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

Extended Planning & Analysis (xP&A)

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

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

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

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 for Disclosure Management 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

: In the

MS Office for Desktop

variant, you use functions in specific ribbons for MS Word and MS Excel.

Ribbons for MS Office Native

: In the

MS Office Native

variant, you use the ribbons from Office for the Web together with the locally installed Office programs (MS Word and MS Excel).

Ribbons for MS Office for the Web

: In the

MS Office for the Web

variant, you work with the Disclosure Management ribbons directly in the browser.

For an overview of the variants themselves, see the

MS Office Variants

chapter.

For an overview of the functional differences, see

Comparison of Ribbon Functions per MS Office Variant

The

Event Reports

button in the Word ribbon also shows the results of the

Layout Check

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

Legend: ✅ = available · ❌ = not available.

The following table compares the functions of the Word ribbon for Disclosure Management per MS Office variant:

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	❌	✅	❌
Report on violations acc. to layout check	✅	✅	❌
Save File Locally	❌	❌	✅
Open Local File	❌	❌	✅
Recover Version	❌	❌	✅
Compare with Local Document	❌	❌	✅
Insert XBRL tags / highlight text blocks	❌	❌	✅
Copilot (text adjustment, text draft)	✅	✅	✅

The following table compares the functions of the Excel ribbon for Disclosure Management per MS Office variant:

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	✅	✅	❌
Area and column assistant	✅	✅	❌
Add area highlights/Add layout area	✅	✅	✅
Name Manager (manage and delete names)	❌	❌	✅
Insert ESG table	❌	❌	✅
Save File Locally	❌	❌	✅
Open Local File	❌	❌	✅
Recover Version	❌	❌	✅