Onboarding Trail

Learning Trail

Begin a comprehensive learning journey through this trail designed to help you understand the fundamentals of getting started with CtrlPrint. Before diving in, ensure that your CtrlPrint Account Manager has successfully onboarded your company account. If this step is pending, contact your Account Manager for swift resolution. Here's what you can expect to learn:

• What is CtrlPrint and how does it work?
• What installations are necessary?
• Why are fonts so important?
• Where to learn more
• Quiz – Test your knowledge
• Estimated time for this trail: 15 min

What is CtrlPrint?

Gain a comprehensive understanding of the CtrlPrint ecosystem, and how to utilise the features for an easier process. This part consists of four short videos:

1. What is CtrlPrint, and how does it work?

Learn about the platform and the different tools.

2. The CtrlPrint hierarchy

Learn about the platform structure.

3. About additional features

Learn about the features you can activate to enhance your process.

4. About version handling

Learn about how to think about versions and saving documents when using CtrlPrint.

Written step-by-step instructions

• What is CtrlPrint?
• Save your work locally and save to server

Installations

Your specific user permissions determine the necessary installations.

Comment-only User (No installation):

If your role involves applying comments without content modifications using Adobe InCopy or Adobe InDesign, no additional installations are needed. Your administrator will assign you 'Read & Comment' permissions for the relevant reports. For insights into the CtrlPrint Review tool, which you will use to apply comments, make sure to watch the tutorial.

XBRL Tagging-only User (Installation required)

If you will only be applying tags (ESEF, UKSEF, DK-GAAP, CSRD) but not editing the content, the following installation is needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• CtrlPrint Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download the installation file here.

Content Editing (Installations required):

If you'll be editing content, the following installations are needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• CtrlPrint Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download the installation file here.
• Adobe InCopy: This application is used to edit text and tables in the reports. It’s similar to Word, but you edit directly in the designed document. Documents used on CtrlPrint are version specific and you are required to have the version of InCopy that the document was created with. Details and installation instructions can be found here.
• Fonts: It's crucial that everyone with permission to edit documents in CtrlPrint has the correct fonts installed. Otherwise, this could lead to issues where PDFs don't appear correctly or ESEF tags aren't reapplied as expected. For more information, refer to the details provided here.

Design and Content Editing (Installations required):

If you'll be editing design and content, the following installations are needed:

(Note: Installing software may require IT department assistance. Make sure to contact the appropriate internal personnel ahead of time.)

• CtrlPrint Transfer Manager: This application manages document downloads and uploads. Make sure to keep it up to date. Download the installation file here.
• Adobe InDesign: This application is used to edit layout and content in the reports. Documents used on CtrlPrint are version specific, which means that everyone in the project needs the same version of InDesign and InCopy. Make sure to discuss this before you start preparing the reports. Details and installation instructions can be found here.
• CtrlPrint Plugins: To be able to add new documents to CtrlPrint you will need our plugins for InDesign. This has to be done after the installation of CtrlPrint Transfer Manager. You can find the plugins here.
• Fonts: It's crucial that everyone with permission to edit documents in CtrlPrint has the correct fonts installed. Otherwise, this could lead to issues where PDFs don't appear correctly or ESEF tags aren't reapplied as expected. For more information, refer to the details provided here.

Learning Hub

Once you have a user account and all the necessary installations in place, it's time to acquaint yourself with the platform. We've curated various learning trails to facilitate your needs.

For those new to CtrlPrint, we strongly recommend beginning with the first video in the Platform Trail. This video offers a comprehensive understanding of what CtrlPrint is and how it functions. While most of the videos are brief, lasting just a few minutes, a select few may require a bit more time.

Feel free to explore the other videos and trails as well, enriching your knowledge of the available tools.

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.

Have any questions?

For any questions, explore our comprehensive support site, or engage our Client Services Team if you need technical assistance.