Guide: How to add chapters to a project

Steps for setting up a new project:

  1. Create the project
  2. Add chapters
  3. Add users
  4. Set user permissions

After you have created a project you need to create "chapters" within it. Each chapter represents one InDesign document. You must be an administrator to add chapters to a project. (See this page for information about creating projects.)

Once you have logged in as an administrator (found beneath the "Help" menu when you are logged in as a user) select the company and then the project you want to add the chapter(s) to. Under the "Chapter" menu select "Add chapter".

Select the project you want to add chapters to from the grey column to the left.

 

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Give each of your chapters a name and an order number.

Important, avoid using characters such as colons ":", slashes "/" and ampersands "&" in chapter names as these may cause problems.

The order number is used to determine in which order the chapter will appear in the left column menu (and when creating a PDF of your project). The lower the number the higher up it will appear.

We recommend using increments of 10 (10, 20, 30).

 

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Leave space between your order numbers.

 

If you need to edit a chapter's name or order number, click on the chapter's name. If you need to do so in the future select the project's name from the left column and click on the "Chapter" menu and choose "View/edit chapter".

Once you have created the chapters you are ready to start adding users to your project. Information about how to do this can be found here.

 




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