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Disclosure Management

The Lucanet Disclosure Management User Interface

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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

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Creating and Inserting Document Variables

Reviewing Layout Check Violations

Creating and Editing Validations

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Creating Result Document

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Editing Documents in the XBRL Tagger

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

In the MS Office Native variant of Disclosure Management, you use the ribbons from Office for the Web together with the locally installed Office programs (MS Word and MS Excel). Disclosure Management runs directly as an add-in in the locally installed Word desktop application.

In this variant, 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 Word ribbon for Disclosure Management in MS Office Native is split into the two tabs DM-Content and DM-Layout. The Server and Lucanet areas are available on both tabs.

The Server and Lucanet areas are available on both tabs.

The following table describes the functions in the 'Server' area of the Word ribbon in MS Office Native:

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.

The following table describes the function in the 'Lucanet' area of the Word ribbon in MS Office Native:

Option	Description
Help	Opens the help for Disclosure Management.

Shows the 'DM-Content' tab of the Word ribbon for Disclosure Management in MS Office Native with the areas 'Server', 'Lucanet', 'Highlight', 'Integration', 'Copilot' and 'File'. Highlighted in red is the 'DM-Content' tab. — 'DM-Content' tab of the Word ribbon in MS Office Native

The following table describes the functions in the 'Highlight' area of the 'DM-Content' tab in MS Office Native:

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

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

Option	Description
Disclosure-Management tables	Highlights the tables managed by Disclosure Management.
Non-Disclosure-Management tables	Highlights the tables that are not managed by Disclosure Management.
Document Variables	Highlights the document variables contained in the document.
Text Values	Highlights the body text numbers in the document.

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

Option	Description
Disclosure-Management tables	Removes the highlight of the tables managed by Disclosure Management.
Non-Disclosure-Management tables	Removes the highlight of the tables not managed by Disclosure Management.
Document Variables	Removes the highlight of the document variables.
Text Values	Removes the highlight of the body text numbers.
Remove Coupler Highlights	Removes the highlights of the couplings.
Remove Data-Change Highlights	Removes the highlights of data changes.

The following table describes the functions in the 'Integration' area of the 'DM-Content' tab in MS Office Native:

Option	Description
Insert table/chart	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.
Insert text values	Inserts a body text number from the document's data at the cursor position.
Document Variables	Inserts a document variable into the Word document. For more information, see the Using Document Variables chapter.
Assign Layout Actions	Assigns layout actions from the Layout Robot to the selected area so that a defined layout is applied in the result document.

The following table describes the function in the 'File' area of the 'DM-Content' tab in MS Office Native:

Option	Description
Event reports	Opens the internal error logging system that flags invalid references, etc. The Layout Check tab additionally shows the text and formatting deviations found by the Layout Check.

The following table describes the function in the 'Copilot' area of the 'DM-Content' tab in MS Office Native:

Option	Description
Copilot	Opens the Copilot task pane, which lets you generate new text (Writer mode) or edit selected text (Enhancer mode) with AI support. The task pane switches between the two modes automatically, depending on whether text is selected.

For more information on using the Copilot in Disclosure Management, see Using Copilot for Disclosure Management.

Shows the 'DM-Layout' tab of the Word ribbon for Disclosure Management in MS Office Native with the areas 'Server', 'Lucanet', 'Text', 'Hanging Indent', 'Page Break' and 'Typography'. Highlighted in red is the 'DM-Layout' tab. — 'DM-Layout' tab of the Word ribbon in MS Office Native

The following table describes the functions in the 'Text' area of the 'DM-Layout' tab in MS Office Native:

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

Use the Special Characters drop-down menu 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.

The following table describes the functions in the 'Hanging Indent' area of the 'DM-Layout' tab in MS Office Native:

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

The following table describes the function in the 'Page Break' area of the 'DM-Layout' tab in MS Office Native:

Option	Description
Page Break	Inserts a page break at the cursor position.

The following table describes the functions in the 'Typography' area of the 'DM-Layout' tab in MS Office Native:

Option	Description
Reset Spacing	Resets the character spacing of the selected text to the default value.
Expand Spacing	Increases the character spacing of the selected text.
Reduce Spacing	Decreases the character spacing of the selected text.
Expand Word Spacing	Increases the spacing between words in the selected text.
Reduce Word Spacing	Decreases the spacing between words in the selected text.

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

Shows the 'Disclosure Management' tab of the Excel ribbon in MS Office Native in the German UI with the areas 'Server', 'Datei', 'Layout', 'Einstellungen' and 'Hilfe' and the buttons 'Veröffentlichen', 'Aktualisieren', 'Ereignisberichte', 'Ausgabe Bereich / Spalten', 'Dokumentvariablen', 'Programmierassistent', 'Bereichshervorhebungen hinzufügen', 'Eigenschaften' and 'Hilfe'. — Excel ribbon of Disclosure Management in MS Office Native

The following table describes the functions in the 'Server' area of the Excel ribbon in MS Office Native:

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.

The following table describes the functions in the 'File' area of the Excel ribbon in MS Office Native:

Option	Description
Event reports	Opens the internal error logging system that flags invalid references, etc.
Mark Area	Provides functions for creating and editing outareas and columns of the Excel file. For more information, see Defining Outareas and Creating and Editing Columns.
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.

The following table describes the function in the 'Copilot' area of the Excel ribbon in MS Office Native:

Option	Description
Area and column assistant	Opens the Area and column assistant task pane, which lets you detect outareas and their name, value, and programming columns automatically using AI. For more information, see Using the Area and Column Assistant.

The following table describes the function in the 'Layout' area of the Excel ribbon in MS Office Native:

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

The following table describes the function in the 'Settings' area of the Excel ribbon in MS Office Native:

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

The following table describes the function in the 'Help' area of the Excel ribbon in MS Office Native:

Option	Description
Help	Opens the help for Disclosure Management.

For a comparison of the functions in the MS Office for the Web, MS Office Native, and MS Office for Desktop variants, see the Ribbons for Disclosure Management chapter.

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

Page IDKB6677599

Last updated on Sep 10, 2026

Overview

Word Ribbon for MS Office Native in Disclosure Management

General Functions

'DM-Content' Tab

'DM-Layout' Tab

Excel Ribbon for MS Office Native in Disclosure Management

Ribbons for MS Office Native in Disclosure Management

Overview

Word Ribbon for MS Office Native in Disclosure Management

General Functions

Server

Lucanet

'DM-Content' Tab

Highlight

Integration

File

Copilot

'DM-Layout' Tab

Text

Hanging Indent

Page Break

Typography

Excel Ribbon for MS Office Native in Disclosure Management

Server

File

Copilot

Layout

Settings

Help

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