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Knowledge Base / Administrators – Creating Projects using the Project-Creation Assistant / From scratch (no preset Content Group)

Using the 'Project-Creation Assistant' – Quick-Reference Guide

Created on 15th February 2017 at 17:29 by Jamie O'Connell



The 'Project-Creation Assistant' allows an administrator to set up one or more projects. Those projects will contain a master document with populated content groups, as well as version documents with running workflows.

This tool can save a lot of time if the original InDesign® documents and one2edit™ workflows are set up in a consistent manner.

This quick-reference guide does not explain the options in detail, but instead concentrates on the steps that need to be taken by the user. Please see the 'detailed steps' guide for more information.

'File > Create Projects'

'File > Create Projects'

To open the 'Project-Creation Assistant', click 'File > Create Projects'

Drag Documents to 'Selected Documents' Area

Drag Documents to 'Selected Documents' Area
  1. Browse to the folder containing your a document
  2. Drag and drop the InDesign® file to the 'Selected Documents' area. Do this for all required InDesign® documents. Each document will become a master document in its own one2edit project.
  3. Click 'Continue'.

Set up Content Group(s)

Set up Content Group(s)
  1. Click the 'New Group' button to create a new content group.
  2. Set up the name, properties (type, segmentation, etc.), content rules, and what content to include (or exclude) using filters.

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

NOTE:
It is possible to set up more than one content group, if required.

NOTE:
You must set up the filters in this step. If nothing is set up in the filters, then all of the document content will be added to the content group. If multiple content groups are created without these filters, then all of the document content will be added to the first content group (i.e. the one on the left).

Save Content Group as 'Preset'

Save Content Group as 'Preset'

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

  1. Click 'Save as new Preset' from the diskette icon drop-down menu, as shown.
  2. Click 'Continue'.

NOTE:
You will need to type a name for your new preset.

NOTE:
In the future, you can select your saved preset from this same drop-down menu.

Set up version documents and workflows

Set up version documents and workflows
  1. Select a master document from the 'Projects' section on the left.
  2. If you wish to add an existing workflow directly to your master document, you can do this by clicking on the workflow area in the 'Workflow' section.
  3. If you wish to add version documents, click the 'Add Version' button.
  4. Each version can be named, and an existing workflow added in the 'Workflow' column.
  5. 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.
  6. Click 'Continue' when finished.

Import Documents

Import Documents
  1. 'Target' displays the one2edit™ folder in which the projects will be created.
  2. 'Count' shows the total number of documents being created, and how many workflows will be started.
  3. Click 'Import' to import the documents.
  4. The import process may take a long time, depending on numerous factors. The progress bar indicates at what stage the import action currently stands.

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.

New Projects

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.




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