CtrlPrint: Your Corporate Reporting PlatformAgency workflow suggestions – With ESEF

Agency workflow suggestions – With ESEF

With CtrlPrint, you have the benefit of choosing your own workflow; 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 client with ESEF

  • Read the CtrlPrint ESEF Best Practices
  • Prepare the documents, make sure to cover the ESEF preparations as well. Read more on the Agency Trail and Agency Trail – ESEF.
  • Set up a project in CtrlPrint. Read more on the Admin Trail.
    • Create project
    • Create chapters
    • Set permissions
    • Activate additional features
  • Prepare users if necessary. Read more on the Admin Trail.
    • Create new users
    • Delete old users
  • Performed by client: Admin to set the correct ESEF settings in CtrlPrint. Read more on the ESEF Trail.
  • Upload documents from InDesign. Read more on the Agency Trail.
  • Test the visual conversion of the document (use XHTML convertor). Read more in our ESEF Best Practices.
  • Start working with content in CtrlPrint, please follow our workflow recommendations mentioned in the ESEF Best Practice for a smoother process.
  • Prepare for publication
  • Done

Recurring client with ESEF

  • Read the CtrlPrint ESEF Best Practices
  • Prepare the documents, make sure to cover the ESEF preparations as well. Read more on the Agency Trail and Agency Trail – ESEF.
  • Use the duplicate project feature in CtrlPrint to use last year's settings (ESEF project settings do not get duplicated). 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
  • Performed by client: Admin to set the correct ESEF settings in CtrlPrint. Read more on the ESEF Trail.
  • Upload documents from InDesign. Read more on the Agency Trail.
  • Test the visual conversion of the document (use XHTML convertor). Read more in our ESEF Best Practices.
  • Start working with content in CtrlPrint, please follow our workflow recommendations mentioned in the ESEF Best Practice for a smoother process.
  • Prepare for publication
  • For Swedish clients – Submit to Bolagsverket.
  • Done

New client with other ESEF provider

When tagging with another provider, make sure to take their recommendations into consideration when creating a source document. In CtrlPrint you can follow the regular workflow.

  • 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 client with other ESEF provider

When tagging with another provider, make sure to take their recommendations into consideration when creating a source document. In CtrlPrint you can follow the regular workflow.

  • 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 without ESEF, please have a look at this page.

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