In the MS Office for Desktop variant of Disclosure Management, 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.
For a general overview of the available variants and their installation, see the MS Office Variants chapter.
Some functions of the Disclosure Management ribbons for MS Office for Desktop are available in both ribbons, while others are specific to MS Word or MS Excel. The following figures highlight the general functions in the ribbons for MS Word and MS Excel:
Word ribbon (Office for Desktop) containing the general functions for Disclosure Management
Excel ribbon (Office for Desktop) containing the general functions for Disclosure Management
The following sections describe the general functions in the ribbons for MS Office for Desktop:
The following table describes the functions in the 'File' area of the Disclosure Management ribbons for MS Office for Desktop:
Option
Description
Event report
Opens the internal error logging system that flags invalid references, etc. (Show Log). In Word files, the Layout Check tab additionally shows the text and formatting deviations found by the Layout Check.
Save local copy to
Saves the file in the local file directory.
Open local file
Opens a file from the local file directory.
Open version
Opens or recovers a previous version of the document that is currently open.
The following table describes the document variable function of the Disclosure Management ribbons for MS Office for Desktop:
Option
Description
Insert document variable
Inserts a document variable. Document variables are text building blocks that can be created in the document variable management tool and then easily inserted in every Word and Excel file of the current document. For more information, see the Using Document Variables chapter.
The following table describes the functions in the 'Link' area of the Word ribbon for Disclosure Management in MS Office for Desktop:
Option
Description
Insert table/diagram
Opens a dialog where a table can be selected from an Excel file to carry it over to the Word document. For more information, see Inserting Tables in a Word Document.
Insert ESG text value
Opens a window that lets you insert text responses from an aggregated ESG report into the Word document. For more information, see Inserting Texts From ESG Reports.
Highlight tables
Highlights the tables contained in the Word document. Use the drop-down menu to choose which type of tables is highlighted.
Highlight text values
Highlights the body text numbers and document variables contained in the Word document. For more information, see Using Text Values in MS Word.
Remove Locks from Content Controls
Removes the locking of the content controls contained in the Word document so that they can be edited again.
The following table describes the cell functions of the Excel ribbon for Disclosure Management in MS Office for Desktop:
Option
Description
Insert
Adds a new outarea.
Move
Shifts an outarea.
Insert document variable
Insertion of a document variable; document variables are text building blocks that can be created in the document variable management tool and then easily inserted in every Excel and Word file of the current document.
Add layout range defines an area where a specific layout from the Layout Robot is to be applied (see Configuring Document). By doing so, you ensure that a table layout defined using the Layout Robot is implemented in the Word document.
This content was generated using AI and reviewed by Lucanet subject matter experts before publication.
