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Installation and Setup

Note: To use the XBRL Generation feature, you will need to contact your account team to obtain the installation package of the add-in.

System Requirements

Before installing the Lineos DM add-in, ensure your system meets the following requirements:

  • Microsoft Office 2016 or later (Desktop version)
  • Microsoft Edge browser
  • Office 365 subscription

Install the Lineos DM Add-in

  1. Open your Microsoft Word Desktop Application.
  2. New a blank document.
  3. Click Home > Add-ins, and then click Advanced at the bottom left of the dialog.
  4. In the Office Add-ins dialog, select the ADMIN MANAGED tab.
  5. Select the Lineos DM add-in and click Add. The Lineos DM tab should now be shown on the ribbon.
  6. Repeat the same steps to install the add-in in your Microsoft Excel and PowerPoint Desktop Applications.

Note: If you encounter issues during installation, verify that your Office 365 subscription is active and that the add-in has been deployed by your administrator.

Accept Workspace Invitations

  1. Open Outlook (outlook.office.com/mail) and log in with the provided account.
  2. Accept the Disclosure Management workspace invitations from your email inbox.

SharePoint Integration Notes

Disclosure Management integrates with SharePoint for document storage. Please be aware of the following behaviors related to the SharePoint integration:

  • Documents uploaded to SharePoint must not be in Compatibility Mode. Please convert them to a current Microsoft 365 format (such as .docx, .xlsx, or .pptx) to ensure full functionality.
  • The SharePoint document library created for a workspace may receive unique permissions that do not inherit from the site. If newly added users are unable to access documents, contact our support team.
  • Renaming or deleting documents directly in SharePoint is not reflected in Disclosure Management. Always rename or delete from the Disclosure Management website to ensure changes are synchronized.

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