Agency workflow suggestions – without XBRL

New clients without ESEF

• 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
• 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

Recurring clients without ESEF

• 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 with ESEF, please have a look at this page.