CtrlPrint is a system that uses 7 components together. It consists of the following :
- A Web Service
- CtrlPrint Transfer Manager
- Adobe InDesign or Adobe InCopy
- Plugins for InDesign or InCopy
- PDF Reader
- Basic Workflow
1. Web Service
CtrlPrint is a cloud-based tool for the collaborative creation of corporate reports. Our web service allows users to access their documents and PDFs, leave comments, administer projects, and more when they log in through https://secure.ctrlprint.net. The project administrator provides users with accounts. If you have any questions about how to use the web service, as well as troubleshooting, please see the pages found here.
2. CtrlPrint Transfer Manager
The "CtrlPrint Transfer Manager" application handles the installation of the necessary plugins, as well as downloading and uploading documents. If you need to install Transfer Manager please see the "Installation" section found here. When the documents are downloaded, they are stored locally while they are being edited. However if you require information on troubleshooting for Transfer Manager can be found here.
3. Adobe InDesign or Adobe InCopy
Adobe InDesign or Adobe InCopy. InDesign is the industry standard for designing and typesetting documents for publication. InCopy is a tool designed for copywriters and used predominantly for text editing. Users will need one or the other depending on their role in the project. Documents are saved back to the server (web service) via these applications.
Note that these applications are not developed by CtrlPrint and can be purchased from any supplier - including directly from Adobe. As these applications are developed by Adobe and not CtrlPrint, they may contain bugs for which we are not responsible.
Licenses for Creative Cloud can be purchased directly from Adobe. More information about Creative Cloud can be found here.
4. Plugins for InDesign or InCopy
Plugins for InDesign or InCopy. These are automatically installed when you download a document from the system. InDesign users can manually install them if need be by following the instructions found in the "Installation" section here.
A menu called "CtrlPrint" is added to the menu bar in InCopy/InDesign when the plugins are installed. This menu contains options for saving documents to the server (web service) and using TrackChanges.
Fonts, OTF (OpenType) are recommended for compatibility across platforms. Fonts work like applications and need to be purchased, licensed and installed. In some cases a company may have their own fonts - in other cases the agency may be responsible for choosing them. In most cases the fonts will be supplied by the agency to users, or they may be sent directly to the IT department handling installation by CtrlPrint.
Information about missing fonts can be found here, you can find instructions for installing fonts here.
6. PDF Reader
A PDF reader, users can download PDFs from CtrlPrint and create them locally using Adobe InCopy/InDesign. To view these one can use, for example, Adobe Acrobat, Adobe Reader - download page, or any current web browser that has this feature available.
PDFs are simply downloaded via the web browser and are not dependent upon any specific software to open.
Using CtrlPrint's integrated XBRL tagger, you are able to tag, review, and validate your reports based on a number of different taxonomies. This is a XBRL certified software solution for financial and sustainability tagging, which allows your annual report or sustainability report to comply with regulations demanding electronic reporting formats without limiting its design.
It is important to note that there are certain technical requirements for the use of this tagger. Please click here for more information.
8. Basic Workflow
A user account will be created for each user, through which they will be able to log in. Users can edit documents, download PDFs, and more after logging in. The system can provide different permissions for different documents to each user. Access to different projects and chapter is set by an administrator for the company.
When a user downloads a document for editing, it will be checked out and locked until the user saves it back to the server from InCopy/InDesign. As soon as it has been uploaded back to CtrlPrint, the chapter will unlock automatically and the new version will be available for download.
Note that users will always work with a local copy that has been downloaded to their machine, they will not be working directly on a remote copy on a server.
You can find more training videos relating to CtrlPrint by clicking here.