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Knowledge Base / one2edit™ v4 Admins – Essential Workshops / Set up a Translation Project

Workshop 1: Create a Translation Project - Detailed Steps

Created on 13th March 2026 at 17:18 by Jamie O'Connell



A typical one2edit™ use-case is translation and localization of collateral.

In this lesson, we will:

  • create a project using the source-language master document
  • segment the text in the document for translation-memory (TM) matching (via Segmentation Rules)
  • define what parts of that document shall be editable (via Content Groups)
  • define how the editable content may be edited (via Content Rules)

NOTE: A detailed description of the dialogs can be found in the User Interface Description section.

NOTE: We will be creating a one2edit™ project. A project in one2edit will contain one source-language master (parent) document and may contain one or more version (child) documents.

Step 1: Select Folder & open Asset Browser

Projects in one2edit™ are created from Adobe® InDesign® files.

To create a new project from scratch, you need to link the InDesign file from a one2edit Asset Project. Asset Projects are accessed via the Asset Browser.

  1. We must tell the system where the new project will be created. Select the target folder for the new project in the Projects area.
  2. Click Assets in the Navigation Menu to open the Asset Browser. From here we will be able to choose the InDesign file with which to create our project.

NOTE: It will still be possible to choose (or change) the target folder for the project after opening the Asset Browser. However, if no target folder is selected, the user will not be able to link an InDesign file as a project.

Step 2: Create a new Project

We will now create our new one2edit™ project.

  1. As mentioned in the previous step, you must choose a target folder in which to create your project. You can still select and/or create project folders while the Asset Browser is open.
  2. The Asset Browser displays your company's asset project(s) and folders. Browse to the Adobe® InDesign® file you wish to use in your project. You can also upload an InDesign file via the Asset Browser if you have not yet done so.
  3. Click Link Project in the file's option menu. The Asset Browser will then automatically close.
  4. Your new project will be created in the selected folder.
  5. The progress is shown in the Notifications menu, which will display a notification once the project has been linked.

Step 3: Open the Project Details dialog

The Project Details dialog allows you to both update the details of your project, as well as to check the status of any fonts and links used by the InDesign file.

There are two ways to open the Project Details dialog:

  1. Click Properties in the project's option menu.
  2. Click on the thumbnail next to the project.

Step 4: Update Properties (if desired)

The Properties tab is displayed by default when opening the Project Details window.

This tab contains the properties of this specific document. In other words, you can adapt these properties individually for each document in a project (e.g. update the name, change the preview quality, add comma-separated search tags, etc.).

NOTE: Any text entered into the Version field for a Master Document will be used as the default Version text (effectively the name) of any Version Documents in the project. If no text is entered into this field, the Version text on any Version Document will be Version of <master document name>.

Step 6: Open the Source Document for editing

Double-click your source-language document to open it for editing.

The editor displays a preview of the document, as generated by Adobe® InDesign® Server.

There is a toolbar across the top, and there are panels at the sides.

NOTE: For descriptions of the toolbar buttons and panels, please refer to the relevant section of the one2edit™ User Interface Description.

ASIDE: The Structure Panel

  1. Structure Panel: The Structure Panel shows structure of the document. Only content items from the chosen Content Group will be displayed here. In this case, the All Items group is chosen, meaning that every content item in the document is present in the structure view. If, however, a user-created Content Group was chosen, only those items assigned to that group will be shown in the structure.
  2. Items in the Structure: Selecting a piece of content in the preview will select it in the structure, and vice versa. Each item has an option menu that appears when you move your mouse over the right-hand side of the item in the document structure.

NOTE: If your structure is empty, please make sure that you have the correct Content Group selected.

Step 7: Change Segmentation

A segment is a unit of text that can be matched against entries in a translation memory (TM). By default, the text in a one2edit™ document is segmented into paragraphs.

However, we often want sentence-length segments, as this is a more common segment size in translation memories.

  1. To change the segmentation of text in the document, click Change Segmentation in the option menu of any spread, frame, or text segment via the Structure Panel. This opens the Apply Segmentation dialog.

NOTE: You should segment the text in your document in a way that matches the segment type in your Translation Memory.

  1. In the Apply Segmentation dialog, choose the segmentation settings you require:
    • Apply to: Specify the scope of this segmentation change. The default is Selected Content Group, which will apply the segmentation change to all content in the selected group (e.g. All Items). You can also choose the entire document, or just the selected content items.
    • Action: Choose to segment the text according to Segmentation Rules (e.g. sentences), Paragraphs, or InDesign Stories.
    • Segmentation Rule: If you choose to segment the text according to segmentation rules, you must choose the rule set here. Only those rule sets defined within this Client Workspace will be available.
    • Language: Select the source language of your document. Segmentation-rule sets often contain rules corresponding to specific languages.
  2. When you have chosen the settings, click Apply to change the segmentation.

NOTE: The one2edit Default segmentation rules are provided 'as is', and should be tested to ensure that they will segment your text as required by your own translation memory.

  1. The structure and preview will reflect the new segmentation of your text. You can now save your changes.

NOTE: The underlying flow of the text is not affected by this segmentation. Segmentation of text is purely for ease of translation, and the stories in the InDesign® document are still intact.

Step 8: Create Content Groups

A Content Group in one2edit™ contains all the content (i.e. text segments, images) to be edited during the translation workflow.

You must create your own Content Groups in a document in order to assign content to Jobs.

  1. New Group: Click here to create a new Content Group within this project. You will need at least one Content Group, but can create more if your workflow requires it.

There are two system Content Groups that are always shown:

  1. All Items: All of the document's content can always be found in this group. Even content assigned to another Content Group will also still be a part of this Content Group.
  2. Unassigned Items: In contrast to the All Items group, this group only contains that content which has not been assigned to any user-created Content Group.

NOTE: Content items can only be assigned to a single user-defined Content Group. Each Content Group needs its own track in the Workflow, and will have its own users assigned to it, etc. Users can only edit the content from their assigned Content Group, and do not have access to the content from any other Content Group.

Clicking New Group opens the New Content Group dialog.

Here you define your new Content Group.

  1. Group Details: This defines your new Content Group.
    • Name: The name of the Content Group. It should be meaningful so that you know what it is for. Workflows are matched to Content Groups by their name, so the names should be standardized across your projects.
    • Color: The content placed into this Content Group will be highlighted with this colour when selected, etc. Therefore it makes sense to not use a colour that will blend in with the document.
    • Type: Choose if this Content Group will be an Edit Group or a Translation Group.
      Edit Groups are used for content that must only be edited, and will not have any languages associated with it.
      Translation Groups have a source language, so that the text segments assigned to the group can be matched against a translation memory.
    • Source Language: The source language of the text that will be assigned to this Translation Group. This option does not appear if the Type of the group is Edit Group.
  2. Edit Content Rules: Add Content Rules that will apply during the first step only of the Workflow (i.e. the Edit or Translation step).
  3. Review Content Rules: Add Content Rules that will apply during any Review step of a Workflow. These same Content Rules are applied across all Review steps.
  4. Text Rule Sets: Text Rules can be added centrally to a document. However, if you wish to override these for a specific Content Group, you can do so here. Simply uncheck the Inherit Settings box and add/remove Text Rules as required.

NOTE: Ensure that your chosen source language is present in your Language Set, otherwise translation matches from this Job cannot be saved.

NOTE: Content Rules and Text Rules are optional.

If they are required, you can drag-and-drop Content Rules from their dialog into the appropriate fields.

You can open the Content Rules dialog:

  • by double-clicking within either the Edit Content Rules or Review Content Rules field.
  • via Settings > Content Rules in the main navigation menu.

NOTE: Content Rules are optional, and used to grant extra editing permissions. When no Content Rules are used, users can still edit the characters of any text segment that has been added to the Content Group, but cannot, for example, change the styling, enter paragraph characters, edit/replace images, etc.

Step 9: Assign Content to Content Groups

Ensure that your are using the Select Tool, so that you can select and drag content.

There are three ways of populating a Content Group:

  1. Drag & Drop from Document Structure: Drag and drop elements directly from the document structure to a content group.
  2. Drag & Drop from Document Preview: Drag and drop elements directly from the document preview to a content group.
  3. Via the Option Menus: The option menu of a content item has a Content Group menu. Choose a Content Group for your selected content from its sub-menu.

NOTE: You can select multiple items at once, and then drag them all into a content group.

NOTE: To remove items from a content group, drag the them into the Unassigned Items group, or choose Unassigned Items via the menus.

You can also select multiple content items in the document, and assign the whole selection to your content group at once using the same methods as above.

Step 10: Filter the Structure

You can filter the document structure to more easily select the required content.

In our example here, we filter out everything from the structure except text segments.
You can drag-and-drop items across multiple spreads into a content group directly from the Structure panel.

  1. Add a filter by expanding the Filter area and clicking the + (plus) button at the bottom of the Structure Panel. In this example, we chose an Item Type filter, and set the checkboxes so that only text segments are in the structure.
  2. Select all of the filtered content from the document, across all spreads, and then drag to the Content Group from the structure or the preview. You do not need to expand any spreads – you can simply select and drag at the spread level.
  3. Alternatively, assign the selected content to a Content Group via the multi-select Action Menu in the Structure Panel.

NOTE: For a detailed description of the available filter options, please refer to the lessons in the User Interface Description.

Step 11: Warnings

  1. If you assign both content and content containers to a Content Group, the selection is considered ambiguous. Specifically, the system will ask if you want to assign all content from the container(s), or only the selected content items.
  2. Select your answer and click OK.
  3. If you do not wish to see this warning any more during this session, check this box before you click OK.

NOTE: This warning is to ensure that users do not accidentally assign content that should not be in the Job to the Content Group.

  1. If you assign only content containers (e.g. frames, spreads, etc.) to a Content Group, the system will check that you really do want to assign all content from the container(s).
  2. If you do, click OK.
  3. If you do not wish to see this warning any more during this session, check this box before you click OK.

NOTE: This warning is to ensure that users do not accidentally assign content that should not be in the Job to the Content Group.

Step 12: Checking the Content Groups

To quickly see which items are in which Content Group, you can do the following:

  1. Choose the All Items group so that all items are active in the preview/structure.
  2. Switch on the appropriate highlighting options to highlight content using the color of the Content Group to which it is assigned:
    • Highlight Images: Highlights all images in the document preview.
    • Highlight Segments: Highlights all text segments in the document preview.
  3. There are also other options here for displaying the design structure, but they don't highlight the content itself:
    • Show Frames: Display all frames in the document preview.
    • Show Text Columns: Display the outlines of text columns within text frames in the document preview.
    • Show Tables: Display the outlines of tables in the document preview.
    • Show Groups: Display the outlines of any grouped content in the document preview.
  4. Content is highlighted using the color of the Content Group to which the content is assigned. If the content is not assigned to any Content Group, it will be highlighted using the default color of the Client Workspace.
  5. Content items in the structure that have been assigned to a Content Group will be tagged with the color of that group. If a content item does not have a tag like this, it has not been assigned to a Content Group.

NOTE: If you only wish to see which items are in a specific Content Group, simply select that group at the top and only those items will be active in the editor.

Step 13: Assign Content Rules to Individual Items

You may need to assign Content Rules only to specific items. To do this:

  1. Select the item to which you wish to assign the rules.
  2. Open the Content Rules panel for that piece of content.
  3. Drag-and-drop Content Rules into the appropriate area from the Content Rules dialog.

NOTE: Only one item of content can be selected at a time when adding Content Rules in this way. When multiple items are selected, the Content Rules panel is not displayed.

NOTE: The Content Rules dialog can be opened via Settings > Content Rules in the main navigation menu, or by double-clicking in either field of the Content Rules tab.

NOTE: Content Rules assigned to individual items will be added (logical AND) to any Content Rules that have already been assigned to the Content Group, and do not replace those rules.

Step 14: Save & Close

  1. When you are finished, click the Close button to close the editor.
  2. If you have unsaved changes, you will be prompted to save them by clicking Save. Once you had done this, the editor will close.

WHAT IF, your connection to one2edit™ is interrupted?

If you leave one2edit™ accidentally without saving your work (e.g. a browser crash, an internet-connection issue, etc.), all is not lost.

When you log in again, you can find your in-progress session under the User menu in the top-right corner.

NOTE: There is a time limit of 2 hours on being able to recover changes in this way, so do not leave it overnight.




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