Navigating the Disclosure Management Ribbon

After you install Disclosure Management, a new tab is displayed in Smart View. The Disclosure Management tab contains the following ribbon commands:

Ribbon Command Description
Repository Group: Explorer Open the Explorer where you can store and manage Disclosure Management reports and doclets.
Repository Group: Check Out

Check out the selected document to edit its contents.


Read-only access is available for documents that are checked out by another user.

Repository Group: Check In Check in to save all updates made to the current document. Every time you check in a document, a new version of the document is also saved.
Repository Group: Undo Checkout Undo Checkout cancels a checkout. If you do not want to check in your changes or you want to start with a fresh copy, you can cancel (undo) a checkout using Undo Checkout.

A user who has been assigned the administrator role can undo the checkout of another user, if the user who checked out the document is not available to check it back in.

Actions Group: Publish
  • Generates an XBRL instance document on the server and downloads it to the user's computer to the specified file or path, and then optionally opens the document in the viewer.

  • Render your document in PDF format.

  • The Excel/Word option generates a copy of the current document without any Disclosure Management metadata, including mappings, from a Disclosure Management report or doclet.


    If the document is a Word file, then "Word" is displayed; if the document is a Microsoft Excel document, then "Excel" is displayed.

Map Group: Mapping Tool Displays the Disclosure Management Mapping Tool panel.
Map Group: Review Review existing mappings relevant to the Office document in a Review tab in the Disclosure Management Mapping Tool. In Review mode, users can delete, modify, and edit existing mappings within an Office document. There are two views within the review mode:
  • Tree—Shows all the mapped data in a hierarchical view of a concept and the items that it contains.

  • List—Shows all mapped data in a tabular format.

In both views, users can navigate to the appropriate data in the Office document by selecting a mapped item in the review list. Alternately, you can select a section of text in the current document to view only relevant mappings in that section by clicking the Filter Selection button on the Review tab.

You can also review mappings by clicking the Review tab in the Disclosure Management Mapping Tool.

Map Group: Format Launches the Format dialog box. Use the Format options to set positive and negative number symbols, decimal and precision values, scale by values, date formats, and string formats (rich, plain, or default).
Map Group: Validate Validates the mapped document using validation rules, including:


Map Group: Preview Enables you to specify the local path to the Instance document and its taxonomy, and render the instance document in a viewer.
Report Group: Manage Opens the Disclosure Management Report Manager.
Report Group: Properties Launches the Document Properties dialog box. Use Document Properties options to add and modify number prefixes and suffixes, specify the default scaling value on mapped numeric items, as well as thousands and decimal separators for parsing Microsoft Word document numerical data when mapping.
Report Group: Options Launches the Disclosure Management Options dialog box where you can set global options. Use options to select Disclosure Management server options, set publish and preview options and xbrl validation and mapping options.
Report Group: Show Variables/Evaluate Variables Provides a toggle between the Show Variables / Evaluate Variables button to view variable settings or variable values.

Taxonomy Manager

Provides the ability to manage taxonomy versions. The user can register taxonomies including taxonomy property artifacts as well as upload, download and register new taxonomy version.
Help Group: Help Displays the Narrative Reporting documentation library.
Help Group: Technical Support Displays the Oracle Customer Support page.
Help Group: EPM Documentation Displays the Enterprise Performance Management System Documentation Library.
Help Group: About Shows Disclosure Management copyright page.