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An Overview of the Tagging Process in CtrlPrint

  1. Activate the XBRL Tagger.

    (This has to be done by an Administrator)

  2. Set correct settings.

    Settings are applied to new tags that are implemented in the report. Please stress that managing the project settings should be done before any tagging takes place.

  3. Prepare your documents for Tagging.

    Prepare Your Documents for Text block Tagging with CtrlPrint Frames

    More information about setting up your InDesign documents can be found on this link. 

    Run a preflight check using CtrlPrint Preflight to ensure your document is ready for tagging.

  4. Tag your statements (Table tagging)

    Define tables and apply an abstract tag.

    Apply your cell tags and create extensions with anchors where it is necessary.

    Check the cell properties (dates, scale, decimals etc)

    Check SignLogic

    Add calculations

    Add/check hierarchies (groups)

    Apply member tags and line item tags to Changes in Equity

    Validate your report

  5. Text block tagging of the notes

    Textblock tagging with CtrlPrint Frames, and how to Textblock tag without CtrlPrint Frames

    Use Layers for granularity and multitagging

    Go through the notes and carry out Semantic Table Tagging

  6. Finalise your XBRL report

    Validate your report

    Review your text tags and confirm that tables are structured semantically in Tag Review.

    Check the Package settings (the bottom of the page)

    Download your XBRL report

  7. The file is downloaded as a zip file from the CtrlPrint server. The file that needs to be sent for validation is the zip file that resides within the folder called Submission that exist in the file that is downloaded. Depending on the jurisdiction that the report is being submitted in, different naming conventions can apply. This should be checked and known by the reporting company and should not rely on CtrlPrint for this.

  8. Once the advisors sign off on the report package, it can be submitted to whatever authority is relevant.

  9. The XHTML Preview file with the inline viewer can also be offered for download on the company’s website if desired. This provides an optimal way for users to review the report.