JP DM Add-in Commands
The JustPerform Disclosure Management (JP DM) add-in provides different commands on the Word, Excel, and PowerPoint Ribbon tab.
Commands in Word
Displays profile of current user.
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Edit Profile
Opens the User settings page on the insightsoftware Platform to edit user information. -
Switch
Switches to another organization that you have access to. -
Open Dashboard
Opens the Disclosure Management Dashboard.
Show Outline
Opens the outline of the report to navigate through the report. You can add sections in the outline to organize the report content as you need.
Create Section
Adds a section where your mouse pointer is placed in the report. JP DM adds a node for this section in the outline accordingly.
XBRL Hub
Opens the XBRL Hub panel to apply and review tagged values in the document.
Move to Workspace
Moves the document to a workspace, or migrates the document to another workspace if it is already in a workspace.
Add as Report
Adds a copy of the document as a narrative report to a workspace.
Create Variable
Creates a variable from the selected text.
Show Variables
Opens the variable list to view all variables you have referenced in the document. You can manage the variables from the list, for example, copy a variable to the clipboard, edit properties of a variable, view all instances of a variable in the document, and delete an instance of a variable from the document.
Insert Variable
Inserts predefined variables in Excel documents into the document.
Paste Variable
Pastes the copied variable in the highlighted position in the document.
Refresh Variables
Refreshes all variables you have linked in the document.
Refresh External Data
Refreshes the data queries on which variables in the document are based and the variables at the same time.
Lock Refresh
Locks the report from updating variable data.
Unlock Refresh
Releases variable update lock for the report.
Revision
Displays revisions of the report. You can select different versions to compare against the current one.
Show Notification
Opens the Notifications panel to view activities relevant to you.
Commands in Excel
User Details
Displays profile of current user.
Move to Workspace
Moves the document to a workspace, or migrates the document to another workspace if it is already in a workspace.
XBRL Hub
Opens the XBRL Hub panel to apply and review tagged values in the document.
Create Variable
Creates a variable from the selected data.
Show Variables
Opens the variable list to view all variables you have created in the document, or variables you have inserted in the document. You can manage the variables from the list, for example, edit properties of a variable, view all instances of a variable in the document, and delete an instance of a variable from the document.
Insert Variable
Inserts predefined variables into the document.
Paste Variable
Pastes the copied variable in the highlighted position in the document.
Refresh Variables
Refreshes all variables you have linked in the document.
Show Data Queries
Shows the data queries you have inserted to the document.
Insert Data Query
Inserts data queries that are available in the same workspace into the document.
Refresh Data Queries
Updates the data queries you have added in the document from the source data systems.
Refresh External Data
Refreshes the data queries on which variables in the document are based and the variables at the same time.
Show Notification
Opens the Notifications panel to view activities relevant to you.
Commands in PowerPoint
User Details
Displays profile of current user.
Move to Workspace
Moves the document to a workspace, or migrates the document to another workspace if it is already in a workspace.
Show Variables
Opens the variable list to view all variables you have created in the document, or variables you have inserted in the document. You can manage the variables from the list, for example, edit properties of a variable, view all instances of a variable in the document, and delete an instance of a variable from the document.
Insert Variable
Inserts predefined variables in Excel documents into the document.
Paste Variable
Pastes the copied variable in the highlighted position in the document.
Refresh Variables
Refreshes all variables you have linked in the document.