Older Versions

Disclosure Management now saves the scroll position in the Cockpit between page visits. When you exit the Cockpit and return to it—or switch the document language—the Cockpit opens at the same scroll position, so you no longer have to manually scroll back to your last position.

In Lucanet Disclosure Management, you can now create Word references to chapters from other documents. This allows you to maintain identical content just once in a single source and apply updates in a controlled manner to all linked reports. In the Cockpit, the three-dot icon of an empty chapter now includes the new option Add Word references. When you open the Word editor, the reference is automatically checked in and created in the target chapter. A reference icon appears in the Cockpit with a tooltip showing the source document and its latest update and status.

From now on, structures used in SmartNotes will be carried over to Disclosure Management during migration. Structures are used as follows: Each document has a default structure that contains all chapters. Additional structures may exist that contain only specific chapters. A document’s chapters can be assigned to existing structures or removed from them. This allows you to create any number of variations of a document. When creating a final document, you can select one of the existing structures.

Creating, deleting, or renaming structures is not yet possible and will be implemented in a later version.

You can now cancel the following processes in the notification window:

With these new features, you can directly cancel an accidentally started result document creation or import process and no longer have to wait for the process to complete. This allows you to stop unwanted processes early, and the next process in the queue can be started more quickly.

Dispatcher and Ribbons will now only be updated when their software has actually changed (for example, the program code of these components). Other product changes — such as updates elsewhere in the solution — will no longer automatically trigger a new Dispatcher or Ribbon version. As a result, you will receive fewer updates that do not involve any actual changes to these components.

It is now possible to cancel a running import process. The Cancel button is available for this purpose in the notification area. After clicking Cancel, a confirmation prompt appears first. If the cancellation is confirmed, the process is stopped and the next process in the queue can be started.

An icon for the Dispatcher—the component that opens documents from Lucanet Disclosure Management in MS Word or MS Excel—is now displayed in the MS Windows system tray. You will now receive status messages, e.g., when a document is opened. This allows you to easily see whether the Dispatcher is running, idle, or processing data. Right-clicking on the icon in the taskbar opens a context menu with various options. Among other things, you can close the Dispatcher without Task Manager or open the log files:

Uploading format templates has been moved from the Edit Language dialog to the Language Settings area. Once you select a language, the Word area where you can upload a format template is now displayed in the language settings. This means you no longer have to open the Edit dialog to upload a format template.

You can now create, edit, rename, and delete templates for tables in Lucanet Disclosure Management for MS Word. You can define layout configurations, including table width, alignment, positioning, margins, and column widths, and save them for reuse as templates.

When inserting or editing tables in Lucanet Disclosure Management, you can choose from your saved templates or start from scratch. Select a template to apply predefined formatting immediately, or adjust individual parameters manually. When you change the formatting of a table, you can save your changes as a new template, restore the original template settings, or apply the changes as a one-time adjustment.

This feature helps you maintain consistent layout standards in your reports while significantly reducing manual effort.

You can now assign additional XBRL taxonomies in the settings for a document. Taxonomies are now available for Malaysia MBRS, Italy GAAP, Singapore ACRA, and three FRC variants (FRS-101, FRS-102, IFRS).

Additional information in the form of attachments can now be added to all chapters of a Disclosure Management document. This functionality allows you to link important supplementary documents directly with your reports, thereby collecting all relevant information in one place.

A document's attachments are managed centrally in a dedicated area.

You can now use the Disclosure Management Dashboard to extract multiple documents simultaneously into a single file. This new feature saves time when you need to work with multiple documents. Extracts can be generated, for example, for report auditing or inspection. Once the extract is complete, a new message is displayed in the notification window, from which you can download the extracted report.

You can now assign Chapter roles in the role management. With the help of the new roles, permissions can be granted at the chapter level, i.e., for example, read and write permissions for chapters, MS Office documents, and the data view. A distinction is made here between the Chapter Reader and the Chapter Editor. Users can only see or edit the chapters for which they have been granted permission.

In the document settings, you can now also select the following new taxonomies for XBRL tagging:

Lucanet Disclosure Management now supports reports in multiple languages. For this purpose, you can add and configure a new document language in the Configure document workspace.

The new language will then be available in the Cockpit and can be used to create reports in multiple languages. A document structure that has been created once will be used automatically in all languages. All language-specific reports of a document refer to the same Excel files, ensuring that data is always consistent across all language-specific reports. With the support for multilingual documents, you save a lot of time because you no longer have to set up your reports multiple times.

Document Status

As a user, you can always see the status of the language variants of a Word document. As soon as you change the language in the Cockpit, the status levels of the selected language are displayed in the Cockpit. A status change is always relevant only for the language currently selected in the Cockpit. If the status changes to red due to a new import and value changes in the default language, the status will also be set to red in the other languages.

Creating Language-Specific Result Documents

You can now create your result documents in any language that has been set up. For this purpose, all available languages are listed in the Creation workspace, allowing you to generate a report in any available language with just one click.

New Design and Structure of the 'Configure document' Workspace

We have made the Configure Document workspace more user-friendly and optimized it for multilingual document support. General settings and language settings are now clearly separated. Each language has its own detail view—making individual adjustments more traceable.

History of a Chapter

As soon as you work with multiple languages, a chapter’s history can be sorted by the languages you have set up. This allows you to specifically track the history of chapters for a particular language.

From now on, in the Import Management, when defining a connection to the data source, a proxy can be specified if you have selected Log in with username and password in the connection settings. Specifying a proxy is optional. Once a proxy is specified, the connection will be established via the specified proxy.

We have improved the installation process of the Dispatcher. Among other things, the installation progress is now displayed graphically.

The new Variables workspace is now available, where you can create, edit, and delete custom variables. You can insert the value of a custom variable into any Word or Excel document using the Insert document variable button on the ribbon.

The design of the Data sources workspace in Import Management has been revised and optimized.

From now on, a group-level report can be created from the subsidiaries' disclosures with the help of the copilot. The function considerably simplifies and automates the process of creating group disclosures. This saves time and reduces errors, as the software consolidates the subsidiaries' responses and creates a compliant report. In addition, the function provides a better overview and control over the sustainability reports, as the user can select the relevant responses and add additional information. The new feature has the following properties:

Connections and data sources are now sorted alphabetically in the Import Management area. The predefined connection and data source for Lucanet ESG Reporting are at the top of the list.

The following changes have been made to the user and permission concept to make it clearer and more efficient:

A Copilot with two AI-supported functions is now available in the Word ribbon for Disclosure Management to assist you in creating reports. Both functions can significantly enhance the quality of your texts and considerably reduce the effort required for text creation.

Another new AI-powered function helps to you efficiently and precisely create taxonomy-compliant reports by automatically generating texts for any disclosure label from the ESRS (European Sustainability Reporting Standards) or IFRS (International Financial Reporting Standards) standards.

For the selected disclosure label, you can provide additional company-specific information in a text field. The new function then automatically generates taxonomy-compliant text sections, incorporating the additional company-specific information into the generated text, if provided.

If you do not provide any additional information, template texts will be generated based on the requirements of the respective taxonomy. You then only need to add the company-specific facts to these template texts. During generation, the report language and document layout are automatically implemented.

The Copilot for Disclosure Management is also characterized by the following features:

Disclosure Management now includes two new time-saving functions for inserting ESG tables into an Excel spreadsheet:

Automatic Column Assignments

When inserting an ESG table into an Excel table in Disclosure Management you now have the option to specify whether the programming columns and value columns should be assigned automatically or not. When using automatic assignment, you can also assign periods to the columns in the table before the insertion.

When you click Insert, the table is inserted in MS Excel. The inserted columns are also configured as follows:

Automatic Increase of Row Count

When a dynamic table is selected in the Insert table window, you now have the option of automatically extending the table by a certain number of rows. You can use this option, for example, to have placeholders for additional data in the Excel table so that you do not have to manually expand the table later.

The design of the connection details in Import Management has been revised and optimized.

You can now save the Office templates and layout robot locally. This allows you to easily upload and use the templates and the layout robot in another report at any time. The download function is available in the settings for a document under Configure document.

You can now export the chapter structure of a document from the cockpit to an Excel file at the click of a mouse. You may choose to do this when you want to discuss the structure of the document with someone who does not have access to Lucanet Disclosure Management, for example.

From now on, tables and texts from the questionnaire of aggregated ESG reports created with the solution Lucanet ESG Reporting can be inserted directly into documents in Lucanet Disclosure Management. As a result, no new report tables have to be created or new report texts compiled. They can simply be transferred with a few clicks instead.

The new feature is configured using the Excel ribbon (for tables) and the Word ribbon (for text values):

From now on, it is possible to add footnotes to the Oareas of Excel files. For this purpose, footnote columns can be defined using either the Excel ribbon or the context menu. The footnotes stored there are then displayed in the Word documents in the Outareas and can be edited in the data view by means of the detail view for a value.

A column name can now be assigned to cells in MS Excel to distinguish between different value columns within a period in the data view. The column names can be added in MS Excel using either the Excel ribbon or the context menu of a cell.

When configuring the execution of an import in the Import data area, periods previously defined in the data source can now be excluded from the import. For this purpose, the No import option must be chosen for the periods in which data is not to be imported only during the parameterization process.

With this option, data can be imported only in selected periods of a data source without having to define a new data source for this purpose.

The user interface of the data view has been revised. A uniform design and new icons and identifiers make it easier to use the individual features.

A legend is now available for the data view. It can be opened with a button on the user interface of the data view. The cell colors, highlighting, marking, and validation icons used in the data view are explained in the legend:

A detail view is now available in the data view also for cells that contain text values. This allows, for example, the history of a text value to be displayed and past text values restored.

If a value referenced from a different Excel document is displayed in the data view, the data view of the Excel document from which the value comes will now be able to be opened and the value edited directly there by clicking the reference icon.

If a value for which a validation has been configured is displayed in the data view, the data view of the Excel document to be used for the validation will now be able to be opened by clicking the validation icon. This allows faulty validations to be checked more quickly and the underlying values corrected if necessary.