Page 30 - Unanet CRM: Using Publisher with Adobe InDesign

Architect %ProjectConsultantArchitectContactEmail% raymond@architectureadv.com

Final %FinalContractPublishedCost% $350,000,000
Calculated %CalculatedStartMY% August 2020
Calculated %CalculatedCompletionMY% August 2022
Size %ProjectSize% 100,000
Size %ProjectSizeUnits% SF
Delivery %ProjectDeliveryMethod% Design-Build
11. Close the Project Profile Data Dictionary window.

Part 4: Save the Project Profile Template
1. Select File > Save As. The Save As window opens.
2. Type PP_3ImagesClientQuote_XX in the File name field. Note: Replace XX with
your initials.
3. Select InDesign 2022 document from the Save as type dropdown.
4. Select the Save button.
5. Select File > Save As. The Save As window opens.
6. Type PP_3ImagesClientQuote_XX in the File name field if not prepopulated.
7. Select InDesign CS4 or later (IDML) from the Save as type dropdown.
8. Select the Save button.
9. Close the PP_3ImagesClientQuote_XX.indd document.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 30