The CtrlPrint Tagging Workflow
Best Practice
We recommend tagging your notes as late as possible, when the contents of the document are no longer changing. Otherwise, you risk finding yourself in the situation where you need to redo the text block tags again. However, you can continue to apply table tags, calculations, create extensions and use CtrlPrint Frames as you work with the content.
As a source document the CtrlPrint XBRL Tagger uses the latest PDF available for the chapter. (Created when the last user saved a version of the chapter to the server.) When a document is opened in the Tagger the PDF is parsed into XHTML (the format required for ESEF reports). After tags have been applied and saved back to the server the tags are stored in a separate Mapping File (see this page for more information). Each 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 uses the latest available PDF as a source, tagging that has been made in an earlier version of a document may not be able to be reapplied, if text or layout changes have been made. When this occurs you will see a message about Unresolved Mappings displayed in the Tagger. (More information below.)
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.
Be aware that if you select Close, these tags will disappear from your report.
However, 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.)
What type of changes in the document will cause Unresolved Mappings?
We are continuously working on improving the Tagger so that tags will always be reapplied after a document has been updated with text or layout changes. Tags that have been applied in the layer CtrlPrint Frames should remain correct even though text/layout changes have been made. 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 have been made in the document, check that the user that saved the last version of the document has all fonts installed (if not, the PDF will look different and can be the reason for 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 were not able to be restored after a document update. In this report (that has the latest saved tagging information) you will find which tags were applied to which text content, on which page and layer as well as the order if it was tagged as a Continuation.