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

Workshop 1: Create a Translation Project - Quick Reference

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



This lesson lists the steps to take when creating a translation project.

  1. Link a Project from an INDD (or IDML) File
  2. Check Links & Fonts in Project Details Dialog
  3. Change Segmentation of Document Text
  4. Create Content Groups
  5. Assign Content to Content Groups
  6. Assign Content Rules to Individual Items
  7. Save & Close

NOTE: This lesson gives a high-level overview of creating a translation project. There is also a Detailed Steps lesson that provides a more in-depth look at this process.

Step 1: Link a Project from an INDD (or IDML) File

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

  1. Open the Asset Browser by clicking Assets in the main navigation menu.
  2. Select Link Project from the INDD (or IDML) file's option menu to create a project in the chosen project folder.
  3. The project appears in your chosen folder.

NOTE: If you have not selected a target folder in the Projects area, you will see a warning: No folder selected. You can select a target project folder without closing the Asset Browser.

Step 2: Check Links & Fonts in Project Details Dialog

The Project Details dialog contains the pertinent information about this project.

  1. Open the Project Details dialog by clicking on the project's thumbnail, or choosing Properties from the project's option menu.
  2. This dialog allows you to update the properties of the project:
    • Name: Update the name of the project.
    • Version: Text added here will be used as the default text for any version documents created in this project, overriding the default of: Version of <Name>.
    • Tags: A comma-separated list of search tags.
    • Description: A free-text field for a description of this document/project.
  3. You can also set the unit type, the image resolution, and the preview quality, as well as see thing like the document dimensions, and the InDesign version of this INDD file.

NOTE: Changing anything in this tab is optional.

Checking that all Fonts and Links are present and correct is an important step when creating a one2edit™ project. If you packaged your InDesign file before uploading it, then all Fonts and Links should be present.

  1. The Links and Fonts tabs display lists of the links and fonts used in your project/document.
  2. If there is an icon in the right-hand column beside any entry, this means that a font is missing, or that a link is missing or outdated.

Missing Fonts

  • You must ensure that all font files used in your documents are available on the system. If a font is missing, text changes will be rendered using a default system font, which can change the flow of text in the document, cause overset text, etc. Missing fonts will also not conform to your brand guidelines/CI.
  • Adobe® does not permit the use of the online Adobe Fonts with Adobe® InDesign® Server. Therefore, you must ensure that you have uploaded the correct font files for all fonts used in your projects.

Missing or Outdated Links

  • A missing link is one that the system cannot find, and is represented by a broken-chain-link icon. Links may be missing because you did not upload all of the files linked to your InDesign file. Alternatively, you may have uploaded the links to a folder that was not a subfolder named Links, i.e., the default name and structure in an InDesign package from which files are automatically linked.
  • An outdated link is one that has been modified since the last time the document was opened, and is represented by a warning-triangle icon. Links may become outdated if they are edited or overwritten (e.g. the timestamp for the file changes).
  • If links are missing or outdated, they cannot be displayed in high-resolution, or be included in a high-resolution export.
  • INDD files contain low-resolution proxy images of links that will be displayed, even when the links themselves are missing or outdated.
  • IDML files do not contain proxy images, so any missing or outdated images will be displayed as a gray box.
  • Missing links will need to be relinked, or you can delete and relink the project again, ensuring that all links are present in a Links subfolder on your Asset Project.

NOTE: For details on how to upload links and fonts, please refer to the appropriate lessons within the Getting Started sections.

Step 3: Change Segmentation of Document Text

Double-click your document to open it for editing.

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.
  2. 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.
  3. When you have chosen the settings, click Apply to change the segmentation.
  4. The structure and preview will reflect the new segmentation of your text. You can now save your changes.

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

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.

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 4: 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.
  2. 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.
  3. Edit Content Rules: Add Content Rules that will apply during the first step only of the Workflow (i.e. the Edit or Translation step).
  4. 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.
  5. 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.
  6. Click Apply or Save.
  7. Your new Content Group is shown in the tabs above.

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.

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.

Step 5: Assign Content to Content Groups

You now need to assign content to your content group.

  1. Ensure that the 'Selection Tool' is enabled.
  2. Drag & Drop from Structure Panel: Drag and drop elements directly from the document structure to a content group.
  3. Drag & Drop from Document Preview: Drag and drop elements directly from the document preview to a content group.
  4. Assign via the 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. When multiple items are selected, there is an action menu to use, as shown above.
  5. Filter the content available 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.

NOTE: You can select multiple items at once, and then drag them all into a content group. In our example above, we have filtered out all document content except for the text segments. In step 2 above, we drag all of the text segments into the content group in one go.

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

Warnings when moving Content

  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 6: 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 7: 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.



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