To create a new one2edit™ project from an Adobe® InDesign® (INDD) file, you must do the following:

1. Open the 'Asset Browser' window by clicking 'File > Browse Asset Spaces' while in the 'Project' tab.
2. Select the INDD (or IDML) file that you wish to use.
3. Click 'Create Project' to create a one2edit™ project in the chosen folder of the 'Projects' tab.
4. Your project has now been created, with the selected INDD file as the master document.

NOTE:
If the 'Create Project' button is not active, it means that you have not selected a target folder in the 'Projects' tab. You can select the target folder without closing the 'Asset Browser' window.

The 'Properties' tab of the 'Project Details' window is where you can update the name of the master document, as well as add search tags, a description, etc.

We are opening the window to check that all links and fonts are visible to InDesign Server.

1. Open the 'Project Details' window by either clicking 'Edit > Properties' or clicking on the thumbnail to the left of the master document.
2. You can update the 'Name' of the master document (i.e. the name of the project).
3. You can add 'Version' text that will appear in the 'Version' column. The 'Version' text will also be used as the default name for any version document created in this project.
4. It is also possible to add 'Tags' to this project. These are search tags, and can be searched for via the 'Search' field at the top of the screen.
5. The 'Description' is a free-text field that can be seen in the 'Project Details' window or when viewing the document info via the API.

NOTE:
If no text is entered in the 'Version' field, then the name of any version document will be "Version of <master document name>".

1. By clicking the 'Links' and 'Fonts' tabs, you can quickly see if any of these are 'missing' or 'outdated'.
2. If a link or font is not visible by one2edit™ (i.e. if it is 'missing' or 'outdated'), then there will be a red 'X' shown beside it (as demonstrated in the screenshot above).

Why might a Link be missing or outdated?
When a document is created in InDesign, the images, etc. will be typically linked from a folder on a hard-drive within the local environment. Such a local folder will obviously not be visible to a SaaS system such as one2edit™ Express.

Therefore, when a project is created in one2edit Express, the one2edit system will need to update the links in the document to point to an area of the SaaS system. By default, when an InDesign package is uploaded to a one2edit system, there will be a folder entitled 'Links' that contains all of the images from the printable area of the document. When a project is created, one2edit will automatically attempt to update the links in the document to point to this 'Links' subfolder. If the images, etc. are not located within a subfolder called 'Links', then one2edit™ cannot relink anything, and the 'Links' tab will show them all as 'missing' or 'outdated'.

Why might a Font be missing?
InDesign Server cannot render a font if that font is not available to it. Font packages need to be uploaded to the one2edit™ system via the 'Settings > Font Packages' menu option.

NOTE:
After you corrected any issue (e.g. uploaded the fonts after the project has been created), you will then need to click the 'Validate' button in the bottom-left corner to update the tab (i.e. get rid of the red 'X' marks in the right column).

Double-click on your master document to open the 'Master Document Editor' (MDE).

When a document is linked into one2edit™ project, it will be segmented at the paragraph level. If paragraph segmentation is not what you require, you can change the segmentation by doing the following:

1. Click 'Tools > Apply Segmentation' to open the 'Apply Segmentation' window.
2. Choose the appropriate actions (e.g. paragraphs or stories, the language in which the document is written, etc.).
3. Click 'Apply' to segment the chosen text.

NOTE:
The 'one2edit Default' segmentation rules exist in the workspace by default. These rules will segment text into sentences. However, the rules are provided 'as is' and should be checked to ensure that they will segment the text as required for your workflow. You can also import your own segmentation rules using the SRX format.

NOTE:
The underlying stories of the InDesign® document are not affected by this segmentation.

Therefore, all text will flow throughout the document as normal, and, if the INDD file was to be exported at this point, the stories would be intact when viewed in Adobe InDesign desktop.

Create and set up a content group:

1. Click the 'Add Group' button in the top-left corner of the screen.
2. Name: Give the content group a name.
3. Color: This is the highlighting color that will be used in the MDE with all content that has been assigned to this content group.
4. Type: Given that this is an editing project, you will need to choose an 'Edit Group' type.
5. Drag and drop content rules from the 'Content Rules (Policies)' window to the content group. These rules will apply to all content in the group at the appropriate steps (i.e. 'Edit/Translate' or 'Review'). The content rules can be accessed via the 'Settings > Content Rules (Policies)' menu option.
6. Clicking 'Apply' or 'Save' will create the new content group.
7. The new content group tab will appear alongside the 'Unassigned Items' tab near the top of the window.

NOTE:
If workflow templates already exist for this project, the name and type of the content group here must match the name and type of a content group in those workflows. If not, you will get an error about "no matching groups".

NOTE:
You can make as many content groups as required by repeating the steps above. Each content group will result in a separate workflow track in one2edit™ (e.g. one group for editing text, another for editing images).

NOTE:
A piece of content (i.e. a segment or an image) can only be assigned to one content group. Therefore, if a text segment has been assigned to 'Group A', then it cannot be also assigned to 'Group B'.

You now need to assign content to your content group.

1. Ensure that the 'Selection Tool' is enabled.
2. Drag content from the document preview to the content group tab.
3. It is possible to use the filter in the structure panel to only enable the content you wish to assign to the content group.
4. You can then drag multiple items from multiple spreads to the content group at once.
5. Any items that are in a content group will have a small triangle showing the color of that content group beside them in the structure panel. Furthermore, in the preview, those content items will have a highlight color to match that of the content group.

NOTE:
In our example above, we have filtered in all of the text segment and images. In step 4 of the actions above, we drag all of the text segments and images from spreads 2 and 3 into the content group in one go. Because we have expanded our document structure to display some individual text segments, we will get an 'ambiguous selection' warning. We would select 'move all frame content' to ensure that it is not only those segments that are moved.

NOTE:
To remove items from a content group, simply drag the content to the 'Unassigned Items' tab.

NOTE:
If you want the majority of content items on a spread to be in a specific content group, drag all items from the spread into the content group. Then simply drag the unwanted items to the 'Unassigned Items' tab.

This warning will appear if you drag a frame, table, spread, etc. into a content group, along with some explicitly selected content (i.e. a text segment or image).

The ambiguity is around whether you want the all of a frame's content (or a spread's content, or a layer's content, etc.) to be assigned to the content group, or only those content items which have been explicitly selected.

• Move only selected content: Only those explicitly selected content items will be moved. If different frame/layer/spread is also selected, none of the content from that frame/layer/spread will also be assigned to the group.
• Move all frame content: All content in all selected frames/layers/spreads will be assigned to the content group.

Choose the desired action and click 'OK'.

NOTE:
You can check the box so that this warning is not shown again during this one2edit™ session.

NOTE:
Clicking 'Cancel' will not move any content.

This warning will appear if you drag a frame, table, spread, etc. into a content group with no content explicitly selected.

one2edit™ uses this warning to remind you that you are moving only content into the content group, and not the frames themselves.

Simply click 'OK' and continue working.

NOTE:
You can check the box so that this warning is not shown again during this one2edit™ session.

NOTE:
Clicking 'Cancel' will not move any content.

If desired, you can assign content rules to specific items in the document.

1. Select the content item to which the extra rules should be applied.
2. Click the 'Content Rules (Policies)' icon to open the panel.
3. Click 'Settings > Content Rules (Policies)' to open the 'Content Rules (Policies)' window.
4. Drag the extra content rules to the appropriate section(s).

NOTE:
Any rules that are assigned in this way will be added to the rules already assigned via the content group (i.e. these extra rules will not 'override' any rules from the content group). In other words, the content rules from both the content group and the content item will be in effect.

NOTE:
It is not possible to add extra rules to multiple items at once.

When you have finished setting up your content groups and assigning your content rules, click 'File > Save & Close'.

If you click 'File > Close', one2edit™ will prompt you to save your changes.