CtrlPrint ESEF Learning

CtrlPrint ESEF Learning

The CtrlPrint ESEF Learning program will help you when creating and finalising your ESEF report. With a combination of text, recordings and weekly news updates we hope to make your journey as simple as possible.

The learning program consists of the following parts:

Note: The ESEF Basic trainings have been renamed since they were recorded, to better reflect the content.

Weekly live ESEF News and Q&A

In these live sessions we will talk about the latest information that can affect your ESEF report, for example updates to the tagger tool, frequently asked questions from the auditors and other important information. You will also have the opportunity to ask questions. These live sessions will be hosted by our CtrlPrint Tagger experts together with representatives from our Client Services.

Each week we will talk about different topics. Information regarding the topic for upcoming sessions will be published on our website and LinkedIn page.

See upcoming dates for Weekly live ESEF News and Q&A

Written instructions and resources

  1. Preparations
    1. Activate the XBRL Tagger (has to be done by an administrator)
    2. Set the correct settings (has to be done by an administrator)
    3. Recommended settings to avoid font issues
    4. Prepare Your Documents for Text block Tagging with CtrlPrint Frames
  2. Tag your statements (Table tagging)
    1. Define tables with Automatically select table area or by defining a table manually and apply an abstract tag
    2. Apply your cell tags and create extensions with anchors where it is necessary
    3. Check the cell properties (dates, scale, decimals etc)
    4. Check SignLogic
    5. Add calculations
    6. Add/check hierarchies (groups) 
    7. Apply member tags and line item tags to Changes in Equity
    8. Validate your report
  3. Text block tagging of the notes
    1. Textblock tagging with CtrlPrint Frames, and how to Textblock tag without CtrlPrint Frames
    2. Use Layers for granularity and multitagging
    3. Apply the tag Disclosure of notes and other explanatory items
  4. Finalise your ESEF report
    1. Validate your report
    2. Check the Package settings (the bottom of the page)
    3. Download an ESEF report

Year two you can reuse the tags from last years report, but be mindful of changes to design, content and to the taxonomy.

The keys to a successful ESEF project

We have noticed that many of the issues that occur when tagging notes could have been avoided with the correct preparations. In this video we talk about the most common issues that may arise and where to find the information on how to solve them.

Some of the topics covered:

  • Why you might need to re-tag your notes, and how to do it
  • Key settings for a successful project

Watch the recording here

Prepare your documents for ESEF (recording)

In this webinar you will learn how to prepare your InDesign documents for tagging. It’s crucial to use the proper settings in InDesign and CtrlPrint to be able to create a nice looking and approved ESEF report.

Some of the topics covered:

  • Prepare your InDesign documents for tagging
  • How to avoid Hidden facts
  • Block tagging
  • Possible font issues and how to solve them
  • Tagger settings in CtrlPrint

Watch the recording here

ESEF Basic Step 1 (recording)

In this training we will show you how to get started with your ESEF report in CtrlPrint. 

Some of the topics covered:

  • How to setup the ESEF project settings
  • What is the recommended workflow
  • How to tag your report
  • Calculations and adding extensions and anchors
  • SignLogic

Watch the recording here

ESEF Basic Step 2 (recording)

This training is a follow up to ESEF Basic Step 1. After you have familiarised yourself with the tagger it’s time to do a deep dive and prepare for filing.

Some of the topics covered:

  • Deeper dive in the Tagger
  • Block/Text tagging in different layers
  • How to understand the different validation messages
  • Exporting and filing ESEF reports

Watch the recording here

Rolling forward in three different ways (recording)

In this recording we will show you how to reuse your tags from last year’s report. There are different ways of doing this, choose the one that suits you best.

Watch the recording here