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Section 8: Create a version document

Created on 05th October 2017 at 14:45 by Jamie O'Connell

This section shows you how to create a version document.

The following content is an excerpt of a workshop. To see this lesson in context, please refer to "Workshop 2: How to create a Translation Job Workflow (Steps 1-2)".

NOTE:
A detailed description of any window used here can be found in the 'User Interface Description' sections.

Let's get started!

Introduction

At this point we have created our content groups, populated them, and assigned content rules. Now, we need to create a workflow for our document.

There are two options when assigning workflows to documents in one2edit™:

assign a workflow to the master document.
assign workflows to version documents.

Translation jobs require that there be both a source language and a target language. In order to leverage tools such as a translation memory (TM), we need to keep the source document language intact so that we always have it to refer back to.

For that reason, translation jobs always involve the use of version documents, i.e., option 2 above.

Create a version document

You first need to create a version document from your master document:

Select your master document: You will most likely have more than one master document available, so make sure you have selected the correct one.
Click Project > Create Version: Click 'Project > Create Version' to create a version document from this master document.
Version Document created: Your newly-created version document will appear in the 'Version Document' area (3) below the 'Master Document' area.

NOTE:
The menus in one2edit™ are context-sensitive, meaning the options within them will change depending on what has been selected.

This same principle applies to the relationship between the 'Master Document' area (1) and the 'Version Document' area (3). Only those version documents related to the selected master document will be shown in the 'Version Document' area. If the selected master document has no version documents, then the 'Version Document' area will remain empty.

NOTE: Master Document vs. Version Document

Different things happen depending on whether you double-click on a master document or on a version document:

MASTER Document > opens the 'Master Document Editor': If you double-click on your master document, the 'Master Document Editor' will be opened. This will allow you to directly edit your master document.
VERSION Document > 'Workflow': If you double-click on your version document, the 'Workflow' window will be opened. This is because you can only edit version document content via a structured workflow.

Update version document details

Click on the thumbnail icon in the Version column to open the 'Project Details' window for the version document (the same as for the master document). This window can also be opened by selecting the appropriate document and clicking 'Edit > Properties'.

NOTE:
When opening any 'Project Details' window the 'Properties' tab will be displayed first. In this tab you can change the name of the version document or add tags and a description of the document*.

* In order to get a detailed description of every part of the 'Project Details' window, please refer to the 'User Interface Description'.

NOTE: 'Name' vs. 'Version'

The names of the main text columns in the master document area and the version document area are different. The master documents are identified by a 'Project Name' column, while the version documents are identified by a 'Version' column.

The title of the master document is the text contained within the 'Name' field for that document.
The title of the version document is the text contained within the 'Version' field for that document.

NOTE:
Changes to the text of the 'Name' field will be displayed in the 'Name' column. Changes to the text of the 'Version' field will be displayed in the 'Version' column.