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Using the 'Project-Creation Assistant' with a preset Content Group – 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 (if desired). 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'

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

Drag Documents to 'Selected Documents' Area

Browse to the folder containing your a document
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.
Click 'Continue'.

Select Content-Group preset

Select the appropriate Content-Group preset from the drop-down menu. This will load the content group(s) for your project.
Click 'Continue'.

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 edit the Content Group(s) after they have been loaded from the preset.

Set up version documents and workflows (optional)

Select a master document from the 'Projects' section on the left.
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.
If you wish to add version documents, click the 'Add Version' button.
Each version can be named, and an existing workflow added in the 'Workflow' column.
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.
Click 'Continue' when finished.

NOTE:
If your workflow involves exporting an XML file for translation from the master document, you can skip this step.

Import Documents

'Target' displays the one2edit™ folder in which the projects will be created.
'Count' shows the total number of documents being created, and how many workflows will be started.
Click 'Import' to import the documents.
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.

NOTE:
If your workflow involves exporting an XML file for translation from the master document, then you may not see any version documents or active jobs at this point (i.e. you will not have created them yet).

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