Ribbons for MS Office for the Web

Getting Started

Global Functions

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

In the MS Office for the Web variant, you work with the Disclosure Management ribbons directly in the browser.

The Word ribbon is split into two tabs:

The

DM-Content

tab contains the content-related functions.

The

DM-Layout

tab contains the layout functions.

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.

For an overview of the functional differences, see

Ribbons for Disclosure Management

The Server and Lucanet areas are available on both tabs.

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.

Option	Description
Help	Opens the help for Disclosure Management.

Displays the 'DM-Content' tab of the Word ribbon in MS Office for the Web with the 'Server', 'Lucanet', 'Highlight', 'Verknüpfung', and 'Datei' areas. — 'DM-Content' tab of the Word ribbon in MS Office for the Web

Option	Description
Set	Highlights the selected type of element with color. The drop-down offers the available highlight types (see below).
Remove	Removes highlights that have been set. The drop-down offers the highlight types to be removed (see below).

Use the Set drop-down to choose which elements are highlighted:

Option	Description
Disclosure-Management-Tabellen	Highlights the tables managed by Disclosure Management.
Nicht-Disclosure-Management-Tabellen	Highlights the tables that are not managed by Disclosure Management.
Dokumentvariablen	Highlights the document variables contained in the document.
Text Values	Highlights the body text numbers in the document.

Use the Remove drop-down to remove the respective highlights:

Option	Description
Disclosure-Management-Tabellen	Removes the highlight of the tables managed by Disclosure Management.
Nicht-Disclosure-Management-Tabellen	Removes the highlight of the tables not managed by Disclosure Management.
Dokumentvariablen	Removes the highlight of the document variables.
Text Values	Removes the highlight of the body text numbers.
Koppelungshervorhebungen entfernen	Removes the highlights of the couplings.
Datenänderungshervorhebungen entfernen	Removes the highlights of data changes.

Option	Description
Tabelle/Diagramm einfügen	Opens a dialog where a table or chart 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.
Fließtextzahl einfügen	Inserts a body text number from the document's data at the cursor position.
Dokumentvariablen	Inserts a document variable into the Word document. For more information, see the Using Document Variables chapter.
Layout Actions zuweisen	Assigns layout actions from the Layout Robot to the selected area so that a defined layout is applied in the result document.

Option	Description
Ereignisberichte	Opens the internal error logging system that flags invalid references, etc.

Displays the 'DM-Layout' tab of the Word ribbon in MS Office for the Web with the 'Server', 'Lucanet', 'Text', 'Hanging Indent', and 'Seitenumbruch' areas. — 'DM-Layout' tab of the Word ribbon in MS Office for the Web

Option	Description
Style Guide	Opens the Style Guide pane, which displays the formats configured in the Style Guide Manager.
Special Characters	Opens a drop-down menu for inserting typographic special characters (see below).
Manuelle Formatierung zurücksetzen	Resets manual formatting at the paragraph and character level so that the original styles are restored.

Use the Special Characters drop-down to insert the following special characters:

Option	Description
Em Dash	Inserts an em dash (—).
Non-Breaking Hyphen	Inserts a non-breaking hyphen that is not broken at the end of a line.
Soft Hyphen	Inserts a soft hyphen (an optional hyphenation point).
Non-Breaking Space	Inserts a non-breaking space that is not broken across lines.
Soft Line Break	Inserts a soft line break without starting a new paragraph.

Option	Description
From Cursor Position	Creates a hanging indent from the current cursor position.
Expand	Increases the hanging indent.
Reduce	Decreases the hanging indent.
Reset	Resets the hanging indent.

Option	Description
Seitenumbruch	Inserts a page break at the cursor position.

The Excel ribbon helps you program an MS Excel file for Disclosure Management. It provides the following functions:

Displays the Excel ribbon for Disclosure Management in MS Office for the Web with the 'Server', 'File', 'Layout', 'Settings', and 'Help' areas. — Excel ribbon of Disclosure Management in MS Office for the Web

Option	Description
Publish	Publishes the current Excel file and saves it in the database.
Update	Changes made are shown as a preview without having to publish the file. The file view is refreshed according to the current settings.

Option	Description
Event reports	Opens the internal error logging system that flags invalid references, etc.
Mark Area	Marks an outarea in the Excel file. For more information, see Defining Outareas.
Document Variables	Inserts a document variable into the Excel file. For more information, see the Using Document Variables chapter.
Programming Assistant	Opens the programming assistant, which helps you program value and programming columns. For more information, see Programming References.

Option	Description
Add Area Highlights	Highlights the defined outareas in the Excel file with color.

Option	Description
Properties	Opens a dialog where the general properties of the Excel file can be configured.

Option	Description
Help	Opens the help for Disclosure Management.

Overview

General Functions

Server

Lucanet

'DM-Content' Tab

Highlight

Verknüpfung

Datei

'DM-Layout' Tab

Text

Hanging Indent

Seitenumbruch

Excel Ribbon

Server

File

Layout

Settings

Help

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