Platform Trail

The CtrlPrint Platform

Begin a learning journey through this trail designed to help you understand the ins and outs of Adobe InCopy and CtrlPrint. Learn how to log in, how to edit text and tables with Adobe InCopy and how to apply comments and task with CtrlPrint Review and more. Here's what you can expect to learn:

• How to log in
• Platform overview
• How to edit content with Adobe InCopy
• How to edit tables with Adobe InCopy
• How to use CtrlPrint TrackChanges
• How to access PDFs
• CtrlPrint Review
• CtrlPrint Integrate NEW
• How to use WordExport
• Quiz – Test your knowledge
• Estimated time for this trail: 45 min

How to log in

A quick step-by-step process of logging into the CtrlPrint platform, ensuring a smooth and secure access to your projects.

Written step-by-step instructions

• Log in to CtrlPrint and Set/Change Password
• Using Two-Factor Authentication (2FA/MFA)
• Logging in with Single Sign-On (SSO) as a User

Platform overview

Get acquainted with the CtrlPrint platform, exploring its different sections, for example the project overview and the support widget.

How to edit content with Adobe InCopy

Learn how to edit content using Adobe InCopy, which tools to use, how spell check is activated, and more.

Written step-by-step instructions

• Open a Chapter for Editing (Check Out a Chapter)
• Save Your Work Locally and Save to Server
• Working with Text (Edit, Copyfit and Overmatter)
• Using Eyedropper Tool
• Using Spellchecker and Find/Change

How to edit tables with Adobe InCopy

Learn how to edit tables using Adobe InCopy, how to edit numbers, how to add and remove rows and more.

Written step-by-step instructions

• Working with Tables

How to use CtrlPrint TrackChanges

Dive into the powerful CtrlPrint TrackChanges feature, enabling you to track and manage changes efficiently.

Written step-by-step instructions

• How TrackChanges Works
• The TrackChanges Panel
• TrackChanges and User Colours
• Accept/Reject Changes

How to access PDFs

Learn where and how to access PDF files within CtrlPrint, and how to download them with and without CtrlPrint TrackChanges.

Written step-by-step instructions

• How to download different types of PDFs

CtrlPrint Review

Discover the functionalities of CtrlPrint Review, a collaborative tool that enables smooth feedback collection and discussion among project stakeholders.

How to add comments with CtrlPrint Review

How to view CtrlPrint Review comments in InCopy and InDesign

Written step-by-step instructions

• How to use CtrlPrint Review
• Comments and mentions

CtrlPrint Integrate

With our new solution CtrlPrint Integrate, you can seamlessly connect data from different data sources creating an integrated and efficient experience. This is done by uploading an Excel Data Source file to your project, and with this file you can then choose what cells or tables you want to import, anywhere in the report.

For known limitations, please refer to this page.

Prepare Excel file for Integrate

To be able to import tables and cells from a single data source, you need to ensure that the Excel file is correctly formatted. In this tutorial we’ll go through the steps of how to define what should be imported.

Written step-by-step instructions

• How to Prepare Excel Files for CtrlPrint Integrate
  

For information on how to prepare the InDesign files for CtrlPrint Integrate, please refer to our Agency Trail.

Upload a Data source file to Integrate

To upload a data source file is very simple. In this tutorial we’ll take you through how to upload a file and how to manage user permissions for this file.

Written step-by-step instructions

• Add Excel Data Source and Manage Versions
• CtrlPrint Integrate Permissions
• CtrlPrint Integrate Navigation

How to import tables in InCopy and InDesign

In this video we’ll show you the steps to import a table. We also touch upon considerations when styling the tables.

Written step-by-step instructions

• Insert and Update Tables/Text using Integrate
  

How to import single cells in InCopy and InDesign

With CtrlPrint Integrate you can also import a single cell. This cell can contain both figures and text, so the use cases are endless! See how this is done in this tutorial.

Written step-by-step instructions

• Insert and Update Tables/Text using Integrate

How to add a new version of the data source file

When your information has changed you can update your data source file to reflect the updates. Watch this tutorial to learn how to refresh the information in your report.

Written step-by-step instructions

• Add Excel Data Source and Manage Versions

How to use WordExport

WordExport is a valuable tool for extracting text into a Word-compatible file. This feature facilitates the reuse of content across various platforms and use cases, as well as its use for sending documents to the Regulatory News Services (RnS) in the UK.

Written step-by-step instructions

• Using WordExport

Test your knowledge

We want to ensure you have the best learning experience possible. That's why we've designed this quiz to help you solidify your new knowledge. Please answer these questions to confirm that you've gained the most critical insights from this trail.