1 min read

Agency workflow suggestions – without XBRL

CtrlPrint : Oct 27, 2025 10:01:24 AM

design agencies

1:30

With CtrlPrint, you have the benefit of choosing the workflow that fits the team the best; there is no one set way of doing things. However, if you need guidance to get started, we've provided suggestions for agencies based on whether the client is new to CtrlPrint and whether they use our ESEF tagger tool. We hope this will help you gain an understanding of what needs to be done, when, and by whom.

New clients without ESEF

Prepare the documents. Read more on the Agency Guide
Make sure all the necessary installations are in place. Read more on the Onboarding Guide
Set up a project in CtrlPrint. Read more on the Admin Guide.
- Create project
- Create chapters
- Set permissions
- Activate additional features
Prepare users if necessary. Read more on the Admin Guide.
- Create new users
- Delete old users

Upload documents from InDesign. Read more on the Agency Guide.
Start working with content in CtrlPrint
Prepare for publication
Done

Recurring clients without ESEF

Prepare the documents. Read more on the Agency Guide.
Use the duplicate project feature in CtrlPrint to use last year’s settings. Make some tweaks if necessary. Read more on the Admin Guide.
Prepare users if necessary. Read more on the Admin Guide.
- Create new users
- Delete old users
Upload documents from InDesign. Read more on the Agency Guide.
Start working with content in CtrlPrint
Prepare for publication
Done

For suggested workflows with ESEF, please have a look at this page.

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