CtrlPrint XBRL Tagger

The CtrlPrint XBRL Tagger has been updated with a number of new features and improvements to help with text block and table tagging.

Text Block Tagging

The process of restoring manually tagged text blocks between chapter versions has significantly improved in this version of the Tagger. For instance, if a text block has changed pages between versions or words have been added or removed, the process of restoring these text block tags should be more successful. Other new features, which are described below, provide additional support for the process of tagging and restoring text block tags.

CtrlPrint Frames

CtrlPrint Frames is a unique feature that converts all text frames from the InDesign document to a taggable area in the Tagger. This functionality is accessed through the CtrlPrint Frames layer when using the Tagger. Using CtrlPrint Frames makes it easier to add text block tags and more reliable to restore tags when a chapter’s content or design changes. By using one story (text-thread) per note in InDesign the Tagger will automatically create continuations as the tags are added to the frames in the Tagger.

How to tag with CtrlPrint Frames?

  • Select the CtrlPrint Frames layer in the Tagger.
  • Find the tag you want to use in the XBRL Taxonomy explorer.
  • Drag and drop the tag onto the frame in the Tagger.
    If the frame is part of a text-thread you can drop the tag on any frame in the thread and the continuation will be applied automatically in the order of the text-thread.

Before you start text block tagging the notes using CtrlPrint Frames you need to prepare the InDesign document for the chapter you want to tag. To be able to use the CtrlPrint Frames in the Tagger you need to split up the notes into different stories in InDesign. A story is an individual text frame or set of threaded text frames within a document. For more information on how to prepare your document for tagging, please see this webinar: Prepare your documents for ESEF (webinar Sep 27 2022)

Things to consider when splitting the notes

  • One story per note.
  • If possible, use one set of threaded text frames per note. If you have several separated text frames in a note you need to apply the text block tag several times in the Tagger and won’t get automatic creation of continuation through the whole thread, but please note it is still possible to work like this as well.
  • No overlapping text frames.
  • No Grouped text frames.
  • Have at least 2 mm between tagged text frames.
  • Tables should not be wider than the text frame.
  • Illustrations and graphs shall not be tagged if they include numbers or characters that are not paths.

Please Note: Each text frame in InDesign gets a unique ID which is used in the Tagger to display the frame and map the tag to, once a tag is applied. This means that if you copy a text frame in InDesign, the new frame that you paste will have its own unique ID. If you cut and paste a text frame it will be treated as a new text frame with a new unique ID, therefore if you want to move some content from one page to another it is recommended to move it by dragging and not cut and paste.

Additional text block tagging improvements

Edit tag

It is now possible to edit the area of a text block tag without having to tag it from scratch. To do this, simply select ‘Edit’ from the menu you get when you right-click on an existing text block tag, modify the selection to the new area, and then hit ‘Enter’ to confirm. Hit ‘Esc’ if you want to undo your modifications to the tag. This feature is highly valuable if the tag restoration is incomplete between chapter versions or if your initial selection left out certain characters that you wished to include in the text block tag. Please note ‘Edit tag’ also works for table starting point tags and regular text tags.

 

Continuations of text block tags

The XBRL concept of continuations is the solution for tagging a text block tag across multiple sections or pages of a chapter. In the latest Tagger version, the procedure of creating continuations has been simplified. When you use a text block tag that you have previously tagged to a different area, you will be asked if this is a continuation of the already existing tag. If you choose yes, the continuation will be set in the correct order automatically. The only scenario when you don’t want to create a continuation is if you are tagging the exact same content in a different part of the report. Please keep in mind that for the time being, continuations between layers are not supported.

Jump between tags in a continuation

It is now easier to follow a continuation through a chapter, by right-clicking on a tag that is part of a continuation you can choose to ‘Jump to head’ to navigate to the first tag in the text block, ‘Jump to next’ to navigate to the next tag in the text block and ‘Jump to previous’ to navigate to the previous tag in the text block. This is helpful if you want to quickly jump to the head of the continuation to delete the tag or if you want to make sure you have tagged all the relevant sections of the text block.

Additional Tagger improvements

In addition to the text block tagging improvements in this release, there are several other new features and improvements for the Tagger.

Autodetection of tables

The Tagger now has a new AI-powered feature that will help you with selecting tables in your documents. While you had to manually select tables in prior versions, you can now click the ‘Automatically select table area’ button in the upper left corner of the preview pane. The Tagger will then use AI to select the tables available on the page. If there are multiple tables, it will highlight all of them. You can then simply select the table you want to tag, manually adjust the area if necessary and tag the table as usual. You can also change the table area even when you already have a table tag and cell tags applied to it. Just right click the border, click ‘Edit’ and then adjust the area. All tags that are within the newly selected area will be kept.

New setting for PDF Background Format

In the ‘Advanced Settings’ in the ‘ESEF Project Settings’ within CtrlPrint, there is a new setting for selecting PDF Background Format, with SVG as the default for new projects. SVG preserves illustrations as vectors, which generally results in a reduced XHTML file size and higher quality appearance, whereas PNG converts illustrations to bitmap images, which typically results in a larger file size. We recommend SVG, however in certain cases complex illustrations containing a lot of paths can create a larger XHTML file and in these cases you can override this at the chapter level by using the chapter’s ESEF settings. Please keep in mind that chapter level overriding does not apply to XHTML-only reporting.

Further improvements

  • The Tagger has been improved to make it more clear how and where wide calculations affect the report.
  • When manually adding a tag to a table it now gets the “Review Pending” status instead of “Final”, making it easier to get a consistent workflow when tagging.
  • Whitespaces are now preserved in accordance with the new ESEF reporting manual.
  • The Tagger now shows the “true” page numbers of a chapter as they are displayed in InDesign in the chapter selection dropdown.
  • It is no longer necessary to have a .NET runtime installed to use the CtrlPrint XBRL Tagger.