Agency workflow suggestions – with XBRL

New client with XBRL

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

Recurring client with XBRL

• Read the CtrlPrint XBRL Best Practices
• Prepare the documents, make sure to cover the  XBRL preparations as well. Read more on the Agency Guide and Agency Guide –  XBRL.
• Use the duplicate project feature in CtrlPrint to use last year’s settings ( XBRL project settings do not get duplicated). Make some tweaks if necessary. Read more on the Admin Guide.
• Prepare users if necessary. Read more on the Admin Guide.
  • Create new users
  • Delete old users
• Performed by client: Admin to set the correct  XBRL settings in CtrlPrint. Read more on the XBRL Guide.
• Upload documents from InDesign. Read more on the Agency Guide.
• Test the visual conversion of the document (use XHTML convertor). Read more in our XBRL Best Practices.
• Start working with content in CtrlPrint, please follow our workflow recommendations mentioned in the XBRL Best Practice for a smoother process.
• Client: Roll forward the tags in the financial statements according to this workflow.
• Client: Apply the TextBlock tags according to our XBRL Best Practices.
• Prepare for publication
• For Swedish clients – Submit to Bolagsverket.
• Done

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

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

For suggested workflows without XBRL, please have a look at this page.