In Lucanet Disclosure Management, you use specific ribbons for MS Word, MS Excel, and MS PowerPoint when working with MS Office files. 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 Excel file for Disclosure Management.
  • The PowerPoint ribbon provides functions for checking in, inserting, and updating linked Excel content as well as event reports and help. The PowerPoint ribbon is available exclusively for MS Office Native.

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:

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 information on AI functions in Lucanet Disclosure Management requires an Advanced or Professional license and enabled AI functions of the Lucanet CFO Solution Platform. This applies to Copilot and the Area and column assistant. If the platform AI functions are disabled, the AI-supported processing of ESG text values is also locked. Manual editing remains possible. For more information, see Using Copilot for Disclosure Management | Prerequisites for AI Functions.

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

FunctionMS Office for the WebMS Office NativeMS 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:

FunctionMS Office for the WebMS Office NativeMS 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❌❌✅

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

FunctionMS Office for the WebMS Office NativeMS Office for Desktop
Check in❌✅❌
Insert table/chart❌✅❌
Event reports❌✅❌
Update❌✅❌
Help❌✅❌

For checking in and the help, the shared processes for the Office file types apply. For more information, see Checking In MS Office Files and Opening the Help in the Add-in.

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