The CtrlPrint Tagging Workflow
As a source document the CtrlPrint XBRL Tagger uses the latest PDF available in the chapter. When a document is opened in the Tagger the PDF is parsed into XHTML (format for ESEF reports). After tags has been applied and saved back to the server the tags are stored in a separate Mapping File (see this page for more information). Every time a chapter is opened in the Tagger the Mapping File gets applied (from the last saved tag version) to the document.
When a chapter is opened in InCopy or InDesign and saved back to the server a new chapter version is created. Since the tagger always use the latest available PDF as a source, tagging that has been made in an earlier version of a document might not be able to be reapplied in a later version when a user opens the chapter in the Tagger again (if text or layout changes has been made in InDesign or InCopy). This is when a pop up with Unresolved Mappings will be displayed in the Tagger.
An overview of the different versions can be obtained on the chapter page, after clicking "Earlier versions" and then the ESEF tab (see below), saved tagging (Tag Version) and which document version the tagging has been applied to (Source Version).
Note: You can view and compare different document versions (Source Version) in the chapters tab.
Unresolved Mapping
If you get the Unresolved Mapping message when opening a document in the Tagger you will have two options.
If you select Import and delete the tags will be imported to your Mapping Clipboard. From your Mapping Clipboard you can drag and drop the tags to your report again (you need to highlight the text in the preview-tab first.)
If you select Close, these tags will disappear from your report.
What type of changes in the document will cause Unresolved Mappings?
We are continuously working with improving the Tagger so that tags always will be reapplied after a document has been updated with text or layout changes. Tags that has been applied in the layer CtrlPrint Frames should always be reapplied even though text/layout changes. Updates such as adding/changing numbers in a column should not cause Unresolved Mappings. If you get Unresolved Mappings when opening a chapter in the Tagger, and no changes/small changes has been made in the document, check so that the user that saved the last version of the document had all fonts installed (if not, the PDF will look different and could be the reason for causing Unresolved Mappings).
Redo tagging using the Excel Mapping Report
With the help of the Excel Mapping Report (the Text Block Tags tab) a user can reapply tags that was not able to be restored after a document update. In this report (that has the latest saved tagging information) you will find which tags has been applied to which text content, on which page and layer as well as the order if it is tagged as a Continuation.
What are the options?
If you have tagged your document early in the process (in many different layers) and changes in the document will occur, you might be getting Unresolved Mappings. If you need to tag early on in the process, we recommend to continuously check that tags are still being reapplied (open the chapter in the Tagger) after a document has been updated in InDesign/InCopy.
To tag as late as possible in the process when the document doesn't change too much is ideal, but if you don't want to save all tagging for late in the process we recommend to do cell tagging and Text Tagging in CtrlPrint Frames in the beginning and save other tagging to as late as possible.