Using InDesign to create the designed portion of your ESEF Annual Report? To help you get started, we recommend following the steps below to learn how to use the Workiva platform.
You can view and enroll in tailored courses in the Learning Hub, view help articles and videos, and interact with others in community discussions.
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Design reporting process
Getting started
We recommend designing on the Workiva platform to simplify your process because it allows you to complete all report preparation and design execution within the Workiva platform. To learn more about the differences between our designed reporting options, read Designed reporting options: On- vs. Off-platform.
If you are using InDesign to create the designed portion of your ESEF Annual Report, the following process will through the steps that you will take as you work on your report through to when you create your final submission package.
Here are a few resources to help you along the way:
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- Design Reporting Quick Start Guide: Read a quick start guide on design reporting in multiple languages.
- Design Reporting Guidelines: Get comfortable interacting with the Workiva platform as well as the process to and from InDesign with our design reporting guidelines manual.
- Roundtrip Process with InDesign, Workiva, and XBRL: Look over the roundtrip process and its FAQs.
- Designer Resource Pack: Everything you need in one place!
Create or roll-forward document
Depending on your process, you may create multiple documents in Workiva or roll-forward an existing document. For each InDesign file that you expect to bring back into Workiva, ensure that there is a corresponding source Workiva document to match. Styles should be consistent and set on all content in document.
Tagging and generating XBRL
XBRL can be generated at any time. The XHTML for the document containing XBRL can also be reviewed at any time for a quick check.
Export ICML
You may export by sections or the entire document. You can also combine subsections into a single parent section.
Place ICMLs
In InDesign, place ICMLs onto the pages to add the content and follow design reporting guidelines.
Once placed, the designer can work on building the design components and adjusting the layouts. When you export ICML, it saves in a .zip with individual ICML files. Because the output is now XHTML, our guidelines need to be followed to ensure that the IDML to XHTML translation will happen correctly.
Update content in Workiva
Edit and review your document and XBRL. Continue to send ICML exports when necessary.
Override XHTML in XBRL Profile
To override a new XHTML file, remove the one that exists in the XBRL profile from the dropdown menu, and add the select Override XHTML with the new file.
For more details on overriding XHTML, we recommend reading Override XHTML.
Generate XBRL and review iXBRL Viewer
Once you have set up your XBRL Profile with all submission documents and XHTML overrides, you can review the full package through the iXBRL Viewer and Filing Documents. Don't forget to generate XBRL again after overriding the XHTML file.
Repeat the process until you're ready to submit. You can then download the Filing Package to send to your local regulator.
Help articles
In Support Center, you can find several help articles for self-service learning. For design reporting, we recommend you check out the following:
- Export for InDesign - move InDesign content back into Workiva
- Introduction to Designed Reporting in Workiva - learn about Designed Reporting
Further steps
Have questions about the Workiva platform? Want to check out some tips from fellow users? Look no further than the Workiva Community.
In the community, you can share tips and tricks, and pass along your feedback. While you’re there, don’t hesitate to learn more about how to keep up with platform updates.
Need help?
If you have questions or need help, please contact Workiva Support.