Introducing Corp.Report, Oppolis Cloud’s new workflow for collaborating on corporate reports produced in Adobe InDesign

Creating a sales brochure is one thing. Evolving a full annual company and financial report from design through to publishing is something totally different.

Say hello to Corp.Report, the new way for agencies, clients and stakeholders to collaborate from anywhere on corporate reports.

The steps involved in producing corporate reports are some of the most detailed in the content world.

Sure it starts with a great Adobe InDesign template that can take weeks to perfect but then after that, all the copy and financial content needs to be secure, super-accurate and completely editable right up until the moment before sign off for print and web.

Corp.Report makes the whole super-detailed process a walk in the park for agency partners, graphic designers, copywriters, editors, CFOs, CEOs and, well, you name them. 

Almost everyone is bought into these monumentally important projects that investors, shareholders and industry commentators use as their go-to guide.

You can’t afford to mess these reports up.

So let’s look at the key reasons why Corp.Report makes creating awesome corporate reports so easy.

WORK AND COLLABORATE ON REPORTS FROM ANYWHERE

First up is the most gratifying change to your team’s document creation process.

Multiple designers and copywriters can work together on the same reports at the same time.

Using our extension for Adobe Creative Cloud that sits inside the apps, report documents or templates are assigned into the right client projects by creatives. 

Reports can be made up of a number of different assigned documents - so can be split up - making it easy for creatives to work on their own pages on that report without impacting on their co-workers.

Once in, all creatives and editors with permitted access to that client are able to see the documents appear in their own Adobe InDesign or InCopy extension panel and are able to work on them.

To get started, they just double-click it. The document opens up and at the same time checks it out, so only they can work on it. This downloads a copy to the user’s local machine, so they can work on it locally and offline if needed.

Everyone can see in real time who is now working on the document and that it’s locked out to them.

This is amazing for home-working and remote access, as it gives visibility to everyone of who is doing what at that point in time and whether documents are available to be worked on or not.

Incredible collaboration power for the most detailed of design documents.

When someone closes their checked-out document and checks it back in, their name disappears from the panel and it becomes available for others to check out to work on.

This lockout process also helps manage the versions of the document, ensuring everyone is working on the latest version only and not superseding current content or stepping back through the version history accidentally.

Previous document versions are easily accessed in Corp.Report from inside the extension panel. You can keep all of them or just a rolling recent few if you prefer. 

It’s easy to revert back to a previous version by opening it, viewing it and then clicking Revert to bring that version back as the most recent. 

And it’s totally set up for saving milestone versions of documents - often called sticky versions - so you always stamp and bag the important stage ones. 

This could be for when all images have been agreed, or when the template design and page count has been confirmed, for example.

Sticky versions will never be lost or recycled, so you can always make sure you have the important milestone versions saved in the library to restore or use as a future template for another report if required.

Corp.Report has incredible track changes functionality thanks to SuperTrack


ADVANCED TRACKING OF EDITS AND CHANGES

Tracking changes is next.

The advanced tracking of changes made by designers and editors on report documents is an absolute must-have for agencies and brand teams.

If even the slightest error in financials, forecast dates or misquotes slips through the net it could have huge commercial repercussions for the company - and there would undoubtedly be an investigation into where or why it happened.

Confidence in the final report’s watertight accuracy comes from the microscopic attention to detail throughout the creative process. 

Corp.Report gives you the tool to do it with its SuperTrack plugin, providing premium functionality way above and beyond what Adobe InDesign gives you out of the box.

Every content change from InDesign and InCopy that comes into the document is tracked, logged and instantly exportable into a report using SuperTrack.

The in-built PDF generator exports the report with all the tracked changes made during the creative process.

This is a critical feature that enables creative agencies producing annual and other corporate reports to send staged and key milestone updates to their clients for file storage and traceability, as well as keeping processes in line with their company policy and legal standards.

The exported PDF will always be the latest checked-in version and contains all the changes marked as individual notes. 

On receiving the PDF, opening the side panel in Adobe Acrobat will allow clients to scroll through each note and see the what / who / when information for each change. 

It helps them connect with the creative journey, raise any immediate concerns and feel part of their report’s evolution to the final version.

And there’s an extra little feature to help keep the process tidy. 

We know creating corporate reports can be a lengthy, in-depth project and the amount of changes accrued can be huge.

So Corp.Report gives users the opportunity to ACCEPT all the active changes tracked and logged at any given milestone point, which essentially signs off the changes into history. 

The acceptance clears the SuperTrack log, creates a new starting point and makes it easier for creatives to keep an eye on the most recent changes.

Export a milestone PDF report, saving a sticky version of the document and then accept all changes to freshen it up. Easy.

WORKFLOW OPTIONS FOR COPY EDITING

Corp.Report takes the copy submission and editing process to a whole new level, giving two options for editors to use, depending on their preference or software.

This opens up the process to many more people and simplifies the technical barriers within the journey that may exist for some contributors in agencies, freelancers or client-side departments.

Corp.Report has totally reimagined the Adobe InCopy workflow using the cloud


1: ADOBE INCOPY IN THE CLOUD

Workflow number 1 in Corp.Report is for Adobe InCopy, which is seen as the gold standard for working on corporate reports. 

Well we've taken the gold standard, reimagined it and made it platinum.

By innovating an Oppolis Cloud-based workflow with baskets of users, we’ve eliminated the need to email or share files and allowed multiple editors to work on the same document at the same time. 

This is a major enhancement and will save teams hours, if not days in editing time.

Using Adobe InCopy allows copywriters and editors to effectively open up the InDesign document but with limited user rights. 

So they can access all the text in its true place and environment but cannot make design changes such as moving text frames around, changing the layout, altering the geometry or replacing images.

InCopy is the best workflow to use for accurate styling, as it offers the same functionality used in InDesign to manage hyphenation, justification, font weights and more.

Here’s how the Corp.Report workflow takes shape.

Once the InDesign template is ready, the graphic designer chooses which text frames to share for editing. This can be all the text frames on the whole document or specific ones. 

So for example, you could assign the front and back page to one copywriter, the financial table content to another and the rest of the document to a third person - or group.

This is where our unique concept of baskets comes in.

In Corp.Report’s InCopy workflow, invitations to edit content can be sent to multiple copywriters as well as just individuals. These are controlled through baskets, where a basket can contain just one person or as many people as you want. 

This makes it easy for content to be offered out to more than one person to work on, leaving the group of copywriters the option to check the assignment out to themselves or leave it alone for someone else. 

It’s perfect for freelancer networks or for when copy editors are already busy dancing between other projects. 

These baskets can be modified at any time to add, move or remove people from them, keeping the flexibility and momentum within the report journey going at all times.

And the assignments can be sent with deadlines and reminders to let copy editors know when their work needs to be submitted by.

The InCopy workflow moves seamlessly through workflow stages. These stages are customisable and the workflow can involve as many rounds of editing and reversioning as required.

When the designer shares the document copy out to copy editors, they select the correct workflow stage to update everyone of its progress. In the first instance, Ready for Copy Editor would let the editors know it’s now been passed to them to get started. 

Copy editors using Adobe InCopy open their Oppolis Cloud extension panels to receive work from designers and track their changes. They also receive email notifications when assignments arrive.

They can easily see and access all the clients and reports they have been working on in their panel, with the new ones dropping in ready for them to edit.

To get started, copy editors simply click EDIT on the document they have been sent by the designer and it downloads the document to their local machine and opens it up in InCopy.

One of the key benefits of Corp.Report is that InCopy users don’t have to worry about file management. 

No emailing or file transferring of documents, assets or templates needed. They’re outta here. 

Corp.Report does all that heavy lifting for you in the cloud, so you can forget about broken links when documents are moved and those annoying ‘too large’ pop-ups.

As copywriters are making their edits, all the text they change is automatically highlighted in orange on the document to show it’s been altered using SuperTrack. 

This change is instantly tracked in the extension panel, logging exactly what the change was, like deleting the word ‘but’ and replacing it with ‘and’, which editor made the change and a time stamp on when it was executed.

InCopy users can choose to work in any of the Galley, Story and Layout views, depending on which one they prefer. 

Corp.Report’s advanced track changes functionality makes it crystal clear in each view to see what’s changed, including when too much copy has been entered into a text frame.

Busting a text frame will trigger an overset warning, so users immediately know they need to rethink their edit to fit the available space and save the designer a headache.

When the copy editor is done with their changes, the extension panel provides a quick and easy way for them to submit their work back to the designer.

They choose the basket they want to drop it back into, update the workflow status to Ready for Design or the next stage in their custom list, and hit SUBMIT. 

As soon as the copy is submitted, the InDesign basket user currently working on that document receives a pop-up notification in the app and an email to their inbox to let them know that the new copy is available.

The notification tells the designer which version they currently have placed on their document, which version they are about to import, who created it and when.

This provides an opportunity for the designer to verify the content and have peace of mind before accepting it into their document.

It’s a superfast import process. Just one click on IMPORT flows all the copy changes right into their precise location on the document.

No retyping or time-consuming copy > paste required.

The orange markups shared across from InCopy visually tell the designer where the changes have been made, so they don’t have to go hunting to find out what’s happened.

And all the tracked changes are automatically synchronised into the document records, amalgamating them with the other changes already made, creating a microscopic level of detail which can be analysed or revisited at any point in the future.

So what happens if the designer needs to change the layout or geometry of the document?

This is where Corp.Report uniquely delivers again with a powerful yet simple workflow to push changes made by the designer to the InDesign document layout straight across into InCopy.

Changes to the layout will clearly impact the written content, as there may be a reduced space available for the text frame to sit in, meaning it may not fit or read right anymore.

In Corp.Report, the designer is able to make the layout change and then check a box and send the updated design back to the basket of copy editors whenever they need to. 

Copy editors inside InCopy receive a notification that the layout has changed and just click REFRESH. This instantly imports the new layout for them to use and - crucially - doesn’t supersede or wipe any of the copy they are currently working on.

So effectively, the designer and the copywriter are both working on the document at the same time. 

This is seamless, real-time collaboration that connects designers and copy editors in total harmony, saving bags of time and kicking out those file sharing issues. 

Designers Can See the Copy Change History in

And in Adobe InDesign, all the versions of submitted copy are visible from the extension panel, so designers can see exactly what has changed to the text by whom and when.

They can toggle through all the different text versions submitted by copy editors and easily compare them side-by-side with the original one.

They have the flexible option to hit REVERT and row back to previous versions of copy if they want to, restoring an older version and saving that as the new version.

Corp.Report truly takes InCopy and InDesign workflow to another level.

Corp.Report’s web authoring means copy editors can work on the ,ost detailed corporate reports without needing any Adobe software


WORKFLOW OPTION 2: WEB BROWSER REMOTE AUTHORING

Corp.Report’s second way for copy editors to add or edit text on InDesign documents is through its revolutionary web browser remote authoring feature.

This is great for editors who don’t use Adobe InCopy, haven’t signed up for Adobe Creative Cloud or simply don’t want to buy any InCopy licences themselves.

All they need is a standard web browser like Chrome or Safari. Nothing more.

It works by designers inviting external collaborators to make text changes inside Corp.Report on a web browser version of the document. 

These changes are captured and flowed straight into the actual Adobe InDesign document through the designer’s Oppolis Cloud extension panel.

Using a simple step-by-step wizard in the panel, the designer first selects which text frames on the document they are going to unlock for editing, which can be one, some or all of them. 

Next they add in their chosen copywriters and activate their editing rights, make any preference and deadline choices and send the packaged document out for editing. Multiple copywriters can be saved as a group to make it easier to select them on the next version review.

Each copywriter added by the designer receives an email invitation with a direct link for them to securely view the document in a web browser. 

It’s that simple.

The document itself has been cleverly rendered as a working proof in the cloud, presenting an editable version to copywriters so they don’t have to download any software to use it. 

If the content is super-sensitive until release, as is the case with many corporate and investor reports, the designer can use the Confidential feature to make it password protected.

On opening the link in their browser, copy editors will see the document broken up into pages and can then click on each page and text frame to make their edits.

They will actively check out the content to themselves as they do this, locking those text frames from others.

The split screen view shows how their text amends will look on the document as they make them, offering a visual preview to help them see the full impact of their changes and whether they work or not.

If permitted by the administrator, editors can change the paragraph style, make text bold or italic and more in the web editor. All changes will be tracked in full.

The document is submitted by the editor once they have completed all their changes, sending it back to the designer and notifying them that a new version of the document is ready to flow in.

Oppolis Cloud does all the magic again to pull the copy through.

Inside the designer’s extension panel in Adobe InDesign, a list of the changes made by the copy editor appears.

The designer makes a simple click on the APPLY CHANGES button and all the edits flow directly into the document in the precise location they were intended.

The changes are synchronised automatically into SuperTrack with all the usual name and time stamp details, logging them alongside all the others.

This keeps the web authoring changes up to date with any other workflows that are ongoing inside the report project and presents a holistic view of all changes that have taken place.

The Corp.Report web authoring process is slick, fast and perfect for modern day corporate report production and there are no barriers for copy editors to jump right in and get involved.

And before we forget, there’s one more killer feature - the online dashboard.

It manages all the reports being worked on, neatly setting them out in tile and list views with filters, search, deadline and status updates built into it.

This makes accessing and staying efficient with report production easier than ever and stops copy editors using the web authoring workflow in particular having to sift through their emails to find the right link to access their reports.

Nice.

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Corp.Report transforms your workflow for annual, interim, financial and sustainability reports. 

It’s available now and integrates directly with GoProof through the Oppolis Cloud.

To see a demo and find out more, contact our Customer Success Team.

Blog Tags:
Corp.Report, Corp Report, Corporate Report Software, Corporate Report Workflow

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