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Knowledge Base / one2edit™ v4 Admins – Create Projects using the Project-Creation Assistant / From Scratch (no saved Content-Group Preset)

Using the Assistant – Quick-Reference Guide

Created on 18th December 2024 at 12:06 by Jamie O'Connell



The Project-Creation Assistant allows an administrator to import multiple InDesign® documents at the click of a button. Furthermore, it allows the administrator to set up Content Groups within those imported documents, assign content to the Content Groups, create Version Documents, and to start workflows on those versions.

This tool can save a lot of time if the InDesign® documents and one2edit™ workflows are set up to follow a consistent process.

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.

Action Menu > Create Projects

  1. Select a one2edit™ Project folder.
  2. Choose Create Projects from the Action Menu.

NOTE: This article assumes that you have already uploaded your InDesign® document package to your one2edit™ Asset Space. It is, however, possible to upload files during the Documents step of the Project-Creation Assistant.

Select Documents for Projects

  1. Browse to the folder containing your document(s) - or upload your files, if required.
  2. Drag and drop the InDesign® file(s) to the Selected Documents list...
  3. ...or select the file(s) and click the Add selected Documents button.
  4. The selected document(s) apear in the Selected Documents list.
  5. Click Continue.

NOTE: Multiple InDesign files can be added to the Selected Documents list at this point, if all projects will be created in the same way.

NOTE: If a file is dragged to the Selected Documents list, but does not appear there, it may already be linked to a project in one2edit™.

Set up Content Group(s)

  1. An initial Content Group will be present by default.
  2. Set the Content-Group name, properties (type, segmentation, etc.), content rules, and content filters (i.e. which content to include/exclude).
  3. Clicking New Group in the action menu will create more Content Groups, if required.

NOTE: The Content-Group name needs to match the Content-Group/Workflow-track names in any workflow templates that you intend to use with these projects.

NOTE: You must set up the filters in this step. If you do not use filters, then all of the document content will be added to the Content Group. If multiple content groups exist without 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'

You can save your Content Group setup as a preset for the next time you use the Project-Creation Assistant.

Simply click Save As in the action menu, type a name for your preset into the Save as dialog, and click Save.

Click Continue to move to the next step in the process.

NOTE: In the future, you can select your saved preset from Load Preset sub-menu.

Set up version documents and workflows

  1. Select a project from the section on the left.
  2. If you wish to add an existing workflow directly to your master document, you can do this via the [No Workflow] button in the Workflow section.
  3. Click the Add Version button to add version documents.
  4. Each version document can be named, and an existing workflow added to it via the workflow button.
  5. Click Apply to all projects if you wish to replicate this project's setup across all of the projects on the left.
  6. Click Continue to advance.

NOTE: The Clear Versions button will remove ALL version documents from the selected project.

NOTE: Any workflows added here will be automatically started when the import process has been completed.

Import Documents

Finally, check that everything looks OK in this summary.

  1. Target: This displays the one2edit™ project folder in which these projects will be created.
  2. Count: A summary of the total number of documents being created, and how many workflows will be started.
  3. If the numbers all check out, click the Import button to begin the project-creation process.
  4. While the project-creation process is running, the Importing bar will be displayed in the dialog. When the process completes, the dialog will automatically close.

In our example above, we have 1 Content Group, 2 master documents, 6 version documents (3 per project), and 6 workflows (1 each per version document). These projects will be created in the selected folder entitled 'New Department'.

NOTE: If the Import button is grayed out or does not work, please ensure that you have a target project folder selected. If not, one2edit™ cannot know where you want to create these new projects.

NOTE: Depending on the number of documents and version documents involved, and the complexity of those documents, this process may take a long time.

New Projects

When the process has completed, you will see:

  1. the new master documents...
  2. ...and the new version documents...
  3. ...complete with started workflows

in your chosen project folder.




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