CtrlPrint: Your Corporate Reporting PlatformAgency workflow suggestions – without ESEF

Agency workflow suggestions – without ESEF

With CtrlPrint, you have the benefit of choosing the workflow that fits the team the best; there is no one set way of doing things. However, if you need guidance to get started, we've provided suggestions for agencies based on whether the client is new to CtrlPrint and whether they use our ESEF tagger tool. We hope this will help you gain an understanding of what needs to be done, when, and by whom.

New clients without ESEF

  • Prepare the documents. Read more on the Agency Trail.
  • Make sure all the necessary installations are in place. Read more on the Onboarding Trail.
  • Set up a project in CtrlPrint. Read more on the Admin Trail.
    • Create project
    • Create chapters
    • Set permissions
    • Activate additional features
  • Add additional features. Read more on the Admin Trail.
  • Prepare users if necessary
    • Create new users
    • Delete old users
  • Upload documents from InDesign. Read more on the Agency Trail.
  • Start working with content in CtrlPrint
  • Prepare for publication
  • Done

Recurring clients without ESEF

  • Prepare the documents. Read more on the Agency Trail.
  • Use the duplicate project feature in CtrlPrint to use last year's settings. Make some tweaks if necessary. Read more on the Admin Trail.
  • Prepare users if necessary. Read more on the Admin Trail.
    • Create new users
    • Delete old users
  • Upload documents from InDesign. Read more on the Agency Trail.
  • Start working with content in CtrlPrint
  • Prepare for publication
  • Done

For suggested workflows with ESEF, please have a look at this page.

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