The options in the 'Settings' menu are vital to preparing your workspace for day-to-day use. This is not only where you set up the users for your workspace, but also the central, reusable items such as fonts or content rules.

This lesson will give you an overview of each menu option. More in-depth lessons for the important options are found elsewhere in the appropriate sections of the Knowledge Base.

The 'Users and Groups' window is where you set up and manage the user groups for your Client Workspace. You can create groups, edit the permissions of groups, and add users to (or delete users from) those groups.

• Single-click a user group to select it for user management.
• Double-click a user group to edit the permissions of that group.

NOTE:
User groups may be sorted within a hierarchy. Any 'sub-group' may only have a subset of its parent group's permissions.

NOTE:
Even if the user management is done via an external server (e.g. LDAP), the users must still be assigned to local groups that dictate the privileges that those users will have within the one2edit™ environment.

The 'Content Rules (Policies)' window is where you can set up and manage the Content Rules available within your Client Workspace.

Content Rules are created centrally, and are re-usable across all one2edit™ projects within the Client Workspace.

NOTE:
There are no 'default' Content Rules in the Client Workspace.

The 'Language Sets' window is where you can manage the language sets for the internal one2edit™ Translation Memory (TM).

Each Language Set contains its own TM. This means that you may create language sets dedicated to specific brands or products, if required. However, in most cases, a single language set is sufficient for a Client Workspace.

NOTE:
There are no 'default' Language Sets in the Client Workspace.

The 'Dictionaries' window is where you can manage the spellcheck dictionaries for the current Client Workspace.

The default InDesign dictionaries are present by default, and can be re-added via the 'New' button.

The 'Text Rules' window is where you can manage the Text Rules and Text Rule Sets for the current Client Workspace.

Sets of Text Rules can be added to projects, Content Groups or individual content items through the Master Document Editor.

NOTE:
There are no Text Rules defined in the workspace.

The 'Font Packages' window is where you can upload .zip files containing fonts. These fonts will then be available to all projects within your Client Workspace.

NOTE:
There are no font packages pre-loaded on the system. All fonts will need to be uploaded by the user. Please ensure that the correct licensing has been acquired before uploading any fonts.

The 'PDF Export Presets' window is where you can upload .joboptions files for exporting PDFs. These export options will then be available to all projects within your Client Workspace.

NOTE:
There are no pre-loaded high-res PDF Export Presets on the system. You must upload your own PDF Export Presets, exported directly from Adobe® InDesign®, that will suit your printer's requirements.

NOTE:
There is a 'default' low-res PDF Export Preset on the system for exporting low-res PDFs only. You can change the 'default' low-res preset via the 'Settings > Client Workspace Settings' menu option.

The 'InDesign Preflight Profiles' window is where you can upload .idpp files for checking your project files within one2edit™. These Preflight Profiles will then be available for all projects within your Client Workspace.

NOTE:
There are no preflight profiles included in the workspace. You must upload your own profiles, exported directly from Adobe® InDesign®, that will suit your own preflight requirements.

The 'Note Groups' window is where you can set up color-coded groups for any annotations created within a one2edit™ job. These Note Groups will then be available for all jobs within your Client Workspace.

NOTE:
There are no default note groups in a one2edit™ workspace. You must create your own groups to address your own workflow needs.

NOTE:
Note Groups do not dictate the visibility of notes. All notes within a document are visible to all users who have the rights to read notes, regardless of the assigned group.

The 'Segmentation Rules' window is where you can set up the segmentation rules for your one2edit™ projects.

You can create new rules and import SRX files from external sources to ensure the best translation-memory matching during the translation process.

NOTE:
There is a default set of segmentation rules included with the workspace. These default rules will segment selected content into sentence-length segments. There are also segmentation options for segmenting your documents by paragraph or InDesign story, if that is required.

The 'Client Workspace Settings' window is where you can change the settings and defaults for your Client Workspace.

Default filenames:

• Download Filename: given to any file generated by a user action, e.g., menu action.
• Export Filename: given to any file generated by an automated action, e.g., workflow action.

Personalization Options:

• Theme Color: This selects the 'highlight' color for the menus in the one2edit™ UI. The color can be chosen from a palette or defined through a hexadecimal value.
• Logo: This logo will appear in the top-right corner of this workspace.
• Login Screen: It is possible to customize the logo and change the color of the default one2edit™ login screen. Please contact one2edit™ support if this is desired.

Translation Job Options:

• Default Translation Import Job Status: When a translation is imported from an external system, this is the default status given to all of the changed segments.
• Job Handling: If a user is both an editor and a reviewer for a job, this option allows the job to be seen as one combined job, or split up into two separate jobs.
• Default Panels: This allows the administrator to set which panels are seen by default during a job. This can be overridden for specific workflow steps.

Default Spellcheck Settings:

• 'Check while typing' (Spelling) enabled by default: If this is not checked, the spellcheck won't be automatically enabled, and won't underline misspelled words in red. The 'check while typing' option can be enabled by the user on a case-by-case basis.

Default Image Settings:

• Auto-update outdated images: When this is checked, any outdated (not missing) images will be automatically updated when the document is next opened. An image becomes 'outdated' when the image file is changed or overwritten.

Default Font Settings:

• Use Document Fonts: This sets the default location for the fonts for each new project (e.g. should the central font packages be used, or the local 'Document fonts' folder?).

Document Change History:

• Use History: The change history for all documents will only be recorded if this option is switched on (it is 'on' by default).

Data Sources:

• Use Data Sources: If you wish to use Data Sources functionality with this workspace, select this checkbox. The 'Data Sources' tab will now appear in the 'Project Details' window.

Google Translate:

• Enable Google Translate: Enable access to Google Translate machine translation from the 'Translation' panel in your translation jobs.
• Google API Key: Your Google Translate API key must be entered here in order for Google to properly charge you for your translation usage.

Microsoft Translator:

• Enable Microsoft Translator: Enable access to Microsoft Translate machine translation from the 'Translation' panel in your translation jobs.
• Client ID: Your Microsoft Translate Client ID must be entered here in order for Microsoft to properly charge you for your translation usage.
• Client Secret: Your Microsoft Translate Client Secret must be entered here in order for Microsoft to properly charge you for your translation usage.

DeepL Translator:

• Enable DeepL Translator: Enable access to DeepL machine translation from the 'Translation' panel in your translation jobs.
• DeepL Authentication Key: Your DeepL API key must be entered here in order for DeepL to properly charge you for your translation usage.

PDF Export Settings:

• Default Low Res. PDF Joboption: When low-resolution PDFs are generated in one2edit, they will use this PDF preset by default.

InDesign Version Settings:

• Default InDesign Version: one2edit™ can handle multiple Adobe® InDesign® Server versions. By default, all documents will be opened, edited and saved in the document's current InDesign® version (i.e. when '[Lowest]' is chosen). If the document's version is older than the selected version of InDesign, then it will be converted to the version of InDesign selected here.

Note Group Settings:

• Default Note Group: If you have created Note Groups, then you can choose which group will be selected by default when creating a note. This can obviously be changed, but it may reduce the number of clicks users have to make if a commonly-used group is chosen.

NOTE:
When creating default filenames, you must explicitly include the dot before the {file.extension} variable.

NOTE:
It is possible to ensure that all documents are converted to the latest supported version of InDesign by choosing 'Latest' in the 'Default InDesign Version' drop-down menu.

NOTE:
Depending on your one2edit™ system, the available InDesign versions can vary. Most systems will have a single InDesign version available.

NOTE:
Some changes may not take effect until the user has logged out and logged back in.