A Disclosure Management report is a container file for subdocuments called doclets. Any registered Microsoft Word document may be used as a Disclosure Management report. A Disclosure Management document becomes a valid report when at least one doclet is inserted into it.
A doclet is a separate Microsoft Word or Excel file that includes selected data that you want to include in the Disclosure Management report. A doclet enables you to split work on complex reports by parts and later assemble the entire report from those parts. It also enables you to separate logically independent pieces of a report and work on them in an isolated manner increasing accuracy and efficiency.
When a report is saved as a Disclosure Management report, and a doclet is added to it, Disclosure Management saves the corresponding Microsoft Word or Excel file in the subfolders in which the Disclosure Management report and doclet reside. Disclosure Management also creates a "published" folder in which the doclets are also saved. Although the Disclosure Management report and doclets need not reside in the same folder, after they are added to a Disclosure Management report, they should not be moved or deleted. Additionally, the XML files created by Disclosure Management should not be modified directly.
Disclosure Management enables you to leverage your last report as the starting point for you next report by using Disclosure Management reports. With a Disclosure Management report in Microsoft Word, an administrator can easily copy the last report, embed Microsoft Word and Excel sections into the document, rename it, and update the report view to the current Period or Year.