Onboarding Guide

If your role involves applying comments without content modifications using Adobe InCopy or Adobe InDesign, no additional installations are needed. Your administrator will assign you 'Read & Comment' permissions for the relevant reports. For insights into the Vicosight Review tool, which you will use to apply comments, make sure to watch the tutorial. 

If you will only be applying tags (ESEF, UKSEF, DK-GAAP, CSRD) but not editing the content, the following installation is needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• Vicosight Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download Transfer Manager for Windows

If you'll be editing content, the following installations are needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• Vicosight Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download Transfer Manager for Windows | Download Transfer Manager for Mac
• Adobe InCopy: This application is used to edit text and tables in the reports. It’s similar to Word, but you edit directly in the designed document. Documents used on Vicosight are version specific and you are required to have the version of InCopy that the document was created with. Details and installation instructions can be found here.
• Fonts: It's crucial that everyone with permission to edit documents in Vicosight has the correct fonts installed. Otherwise, this could lead to issues where PDFs don't appear correctly or XBRL tags aren't reapplied as expected. For more information, refer to the details provided here.

If you'll be editing design and content, the following installations are needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• Vicosight Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download Transfer Manager for Mac
• Adobe InDesign: This application is used to edit layout and content in the reports. Documents used on Vicosight are version specific, which means that everyone in the project needs the same version of InDesign and InCopy. Make sure to discuss this before you start preparing the reports. Details and installation instructions can be found here.
• Vicosight Plug-ins: To be able to add new documents to Vicosight, you will need our plugins for InDesign. This has to be done after the installation of Vicosight Transfer Manager. You can find the plugins here.
• Fonts: It's crucial that everyone with permission to edit documents in Vicosight has the correct fonts installed. Otherwise, this could lead to issues where PDFs don't appear correctly or XBRL tags aren't reapplied as expected. For more information, refer to the details provided here.