---
title: "Ribbons for MS Office for Desktop"
description: "Functions in the ribbons for MS Word and MS Excel in the MS Office for Desktop variant."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/ribbons-disclosure-mgmt/ribbons-office-for-desktop
language: en
last_updated: 2026-06-10
---
# Ribbons for MS Office for Desktop

## Overview

In the **MS Office for Desktop** variant, you use functions in specific [ribbons](https://support.lucanet.cloud/en/documentation/glossary.md#ribbon) for MS Word and MS Excel. The functions provided are adapted for use in conjunction with **Lucanet Disclosure Management**:

- The [**Word ribbon**](#special-functions-in-the-word-ribbon) helps you when structuring and formatting Word content.
- The [**Excel ribbon**](#special-functions-in-the-excel-ribbon) helps you program an MS Excel file for Disclosure Management.

{% info-box %}
- For a general overview of the available variants and their installation, see the [MS Office Variants](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/ms-office-variants.md) chapter.
- For an overview of the functional differences, see [Ribbons for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/ribbons-disclosure-mgmt/ribbons-office-for-desktop/...md).
{% /info-box %}

## General Functions in the Ribbons

Some functions 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

Description of the general functions:

### Server

| Option | Description |
|---|---|
| Check In | The current file is saved in the database. **Comments** can be stored during the check-in process and are displayed in the document's history. |
| Update | Changes made are shown as a preview without having to check in the file. The file view is refreshed according to the current settings. |

### Files

| Option | Description |
|---|---|
| Event Reports | Opens the internal error logging system that flags invalid references, etc. (**Show Log**). |
| Save File Locally | Saves the file in the local file directory. |
| Open Local File | Opens a file from the local file directory. |
| Recover Version | Opens or recovers a previous version of the document that is currently open. |

### Document Variables

| Option | Description |
|---|---|
| Document Variables | 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](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/use-document-variable.md) chapter. |

## Special Functions in the Word Ribbon

The following specific functions are available in the Word ribbon:

### File

**Compare with Local Document** opens the local directory structure where a file can be selected for comparison.

### Integration

| Option | Description |
|---|---|
| Insert Table | 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](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/insert-outarea-in-worddocument.md). |
| 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](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/insert-texts-from-esg-reports.md). |
| Highlight tables | Highlights the tables contained in the Word document. Use the drop-down menu to choose which type of tables is highlighted. |
| Highlight body text number | Highlights the body text numbers and document variables contained in the Word document. For more information, see [Using Text Values in MS Word](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/word-use-variables.md). |
| Remove locking of content controls | Removes the locking of the content controls contained in the Word document so that they can be edited again. |

### [XBRL](https://support.lucanet.cloud/en/documentation/glossary.md#xbrl)

| Option | Description |
|---|---|
| Insert XBRL Text Block Tag | Opens a window in MS Word where you can assign an XBRL text block tag to a selected area in the Word document. |
| Insert XBRL Footnote Tag | Opens a window in MS Word where you can assign an XBRL footnote tag to a selected area in the Word document. |
| Highlight XBRL Text Blocks | Highlights all XBRL text blocks in the current Word file and displays a comment field for all highlighted text blocks. |

More information on inserting XBRL tags can be found in [Inserting XBRL Tags](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/word_add_xbrltags.md).

### Copilot

| Option | Description |
|---|---|
| Text adjustment | Opens a window in MS Word that allows you to optimize a selected text in the Word document with AI support. |
| Text draft | Opens a window in MS Word that enables you to create a taxonomy-compliant text with AI support. |

For more information on using the Copilot in Disclosure Management, see [Using Copilot for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/configure-word-file/copilot-for-disclosure-mgmt.md).

## Special Functions in the Excel Ribbon

The following specific functions are available in the Excel ribbon:

### Name Manager

| Option | Description |
|---|---|
| Name Manager | Opens MS Excel's standard Name Manager. |
| Delete Names | Deletes a selected name from the Excel file. |
| Delete All Names | Deletes all names from the Excel file. |

### Cells

| 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. |
| Insert ESG Table | Opens a dialog for inserting tables from an imported ESG report that was created with [Lucanet ESG Reporting](https://support.lucanet.cloud/en/documentation/esg-reporting.md). For more information, see [Inserting Tables From ESG Reports](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/insert-data-from-esg-reports.md). |

### Columns

| Option | Description |
|---|---|
| Name | Button for creating a name column |
| Value | Button for creating a value column |
| Prog | Button for creating a programming column |
| Other | Button for creating other columns, e. g. footnote columns |

For more information on inserting columns, see [Creating and Editing Columns](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/define-columns.md).

### Settings

**Edit Properties** opens a dialog where the general properties of the Excel file can be configured.

### Layout

**Add Layout Area** defines an area where a specific layout from the **Layout Robot** is to be applied (see [Configuring Document](https://support.lucanet.cloud/en/documentation/disclosure-management/configure-document-disclmgmt.md)). By doing so, you ensure that a table layout defined using the Layout Robot is implemented in the Word document.