Click 'File > Create Projects' to open the 'Project-Creation Assistant'.

NOTE:
While this workshop assumes that you have already uploaded your InDesign® documents to your one2edit™ asset space, it is possible to upload and extract .zip files directly from the 'Documents' tab of the 'Project-Creation Assistant'.

1. Steps: This is a breadcrumb navigation for the steps taken when importing documents. During the import process, you can jump between steps by clicking on them here.
2. 'Asset' Area: This area is an 'Asset Browser'. You can find your InDesign® files here in your usual folder structure.
3. Selected Documents / Import List: The documents which are dragged to this area will be set up as projects within one2edit™.

NOTE:
Once you have selected a folder, it is possible to use the 'upload' and 'extract archive' buttons to upload and extract your InDesign Document packages (if you have not already done so).

1. Browse to the folder containing your first document.
2. Drag and drop the InDesign® file to the 'Selected Documents' area.

1. Drag all required documents into the 'Selected Documents' area. Each of these files will become a master document for a one2edit™ project.
2. Click 'Continue'.

In this step, we are going to set up any require content groups. Please keep in mind that any content groups set up here will be present in ALL of the imported documents.

Click the 'New Group' button to set up a new content group.

Rename the content group by double-clicking on the content group name and typing in your required content group name.

NOTE:
This content group name needs to match the workflow track names in any workflows that you are intending to use with these documents.

Continue to set up the content group options as you normally would in any master document.

In this example, we are setting up a translation group for US English document, and segmenting the document according to the one2edit™ Default segmentation rules.

Drag and Drop content rules from the 'Content Rules (Policies)' window as you would when setting up a content group in any master document.

In order to automatically add content to your new content group in the imported documents, you need to set up filters.

1. 'Include': Anything that matches this filter is included. In this example, we are including everything from a document layer called 'editable'.
2. 'Exclude': Anything that matches this filter is excluded. In this example, we are excluding all delimiters and images.

The net result of the filters in our example is that everything which isn't an image or a delimiter on the 'editable' layer, i.e., all text segments on the 'editable' layer, will be added to the content group.

NOTE:
If you do not use filters here, then all of the document content will be added to the content group. If multiple content groups exist without filters, then all of the document content will be added to the first content group (i.e. the one on the left).

You can save your content group settings as a preset for the next time you want to use the Project-Creation Assistant.

Simply choose 'Save as new Preset' from the diskette icon drop-down menu, as shown.

Type in a name for the new preset.

The next time you use the 'Project-Creation Assistant', your preset will be selectable from the diskette drop-down menu, as shown.

To move to the next step, click the 'Continue' button.

In this step, you can set up what version documents should be created for each project, and what workflows to apply to those version documents.

NOTE:
You can also apply workflows to master documents, if no version documents are required.

1. Select a master document from the 'Projects' section on the left.
2. The workflow setup area for this project is displayed on the right.

Use the 'Add Version' button to add a version document to this project.

NOTE:
Once you create version documents within a project, you may not assign a workflow to the master document. The 'Master Document Workflow' option will be grayed out, as shown.

Click in the 'Version' field to rename the version document with a more appropriate name.

Repeat the above steps to add as many version documents as are required for this project.

Click the [No workflow] footprints button beside a version document to add a workflow. Any workflows added here will be automatically started when the import process has been completed.

Choose the workflow for this version document from the 'Select Workflow' window. When it has been selected, click 'Continue'.

NOTE:
The workflows chosen must contain workflow tracks with the correct content group name. In our example, the workflows must contain a workflow track entitled 'Text Editing Group' because this is the name given to the content group earlier on.

Repeat the above steps to add a suitable workflow to each version document.

If desired, you can now click the 'Apply to all projects' button. This will duplicate the version names and workflows across all the master documents on the left.

Once all projects have been set up correctly, click the 'Continue' button.

Check that everything looks OK in the summary.

1. 'Target': This displays the one2edit™ folder in which the projects will be created.
2. 'Count': This breaks down the total number of documents being created, and how many workflows will be started.
3. 'Import': When you are sure that the numbers all check out, click the 'Import' button.

In our example above, we have 1 content group, 3 master documents, 6 version documents (2 per master document), and 6 workflows (1 each per version document). These projects will be created in the selected folder entitled 'Bulk Import Recipes'.

NOTE:
If the 'Import' button is grayed out or does not work, please ensure that you have a target folder selected in the 'Projects' tab. Without this, one2edit cannot know where you want to place your new projects.

A progress bar will be displayed in the lower-left corner of the 'Project-Creation Assistant' window. Depending on the number of documents and version documents involved, this process may take a long time.

When the process has completed, you will see the new master and version documents (complete with started workflows) in your chosen folder under the 'Projects' tab.

Instead of creating version documents, you may assign a workflow directly to your master document by clicking the [No Workflow] footprints button, as shown.

NOTE:
Assigning a workflow to your master document means that it is not possible to create any version documents in that project (unless the workflow on the master document is removed).

NOTE:
If you assign a translation workflow to a master document, then there is no 'source' document that can be used to capture translations. Therefore, the 'commit translations' workflow action will not work, nor will it be possible to export a TMX file from the job.