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Knowledge Base / one2edit™ v4 Admins – Create Projects using the Project-Creation Assistant / Using a Content-Group Preset

Using the Assistant with a Content-Group Preset – Quick-reference

Created on 14th January 2025 at 14:54 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.

NOTE: This article assumes that you have already saved a Content-Group preset in the Assistant. If you do not, please see the From Scratch guides for more information.

Open the Project-Creation Assistant

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

NOTE: While this workshop assumes that you have already uploaded your InDesign® documents to your one2edit™ Asset Space, it is possible to upload files directly in the Documents step of the Project-Creation Assistant.

Select Documents for Projects …

… via Drag-and-Drop

  1. Browse to the folder containing your document(s).
  2. Drag and drop the InDesign® file(s) to the Selected Documents list.
  3. The selected document(s) appear in the Selected Documents list.

NOTE: Multiple INDD files from a single folder can be selected and dragged at the same time.

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™.

… via Button press

  1. Browse to the folder containing your first document(s).
  2. Select the InDesign® file(s)
  3. Click the Add selected Documents button
  4. The selected document(s) appear in the Selected Documents list.

NOTE: Multiple INDD files from a single folder can be selected and added at the same time.

Once all documents have been added to the Selected Documents list, click Continue.

Select Content-Group Preset

Choose preset from action menu

Select your Content-Group preset from the action menu, as shown. This loads the Content Group(s) for your project.

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: You can edit the Content Group(s) after they have been loaded from the preset. This will not affect any settings stored in the preset.

Click "Continue"

Once your Content Group(s) are set up, click Continue to move to the next step in the process.

Set up version documents and workflows

Set up Version Documents and assign Workflow Templates
  1. Select a project from the list on the left.
  2. If you wish to add an existing workflow directly to your master document, click on the [No Workflow] button in the Workflow section.
  3. If you wish to add version documents to your project, click the Add Version button.
  4. Each version can be named, and you can assign an existing workflow to each one.
  5. Click the Apply to all projects button if you wish to duplicate the version names and workflows across all the projects on the left.
  6. Click Continue when finished.

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

Check Summary and Import

Check summary

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. Import: If the numbers all check out, click the Import button to begin the project-creation process.

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.

Import projects

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.

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 Created

New projects shown in Projects folder

When the process has completed, you will see:

  1. the new master documents
  2. the new version documents (complete with started workflows)

in your chosen project folder.

NOTE: If you did not create version documents or assign workflows during the Workflows step, then you will not see any here.




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