Page 33 - Unanet CRM: Using Publisher with Adobe InDesign

Your definition should look like this:

13. Select the Save button.
14. Close the Project Profile Data Dictionary window.

Part 3: Upload the Project Profile Template
1. Select the Document Templates link.
2. Select the +Upload Template link. The Upload Project Profile Layout
Template window opens.
3. Type Standard_W3Images_XX in the Template Name field.
4. Select the Choose File button. The Open window opens.
5. Select the PP_3ImagesClientQuote_XX.idml file.
6. Select the Open button. Note: You can also associate the Project Profile
template with a particular office, practice area, or territory. This allows users to
filter the choices when selecting a template.
7. Type This template features 3 images and a client quote. in the Instructions
field.
8. Select the Save button. The Template is added to Publisher 4.0.
9. Select the Select link for List – Project Certifications. The Select a Format for
List – Project Certifications window opens.
10. Select the Standard_InDesign_XX radio button.
11. Select the Save button.
12. Select the Select link for List – Project References. The Select a Format for
List – Project References window opens.
13. Select the Standard_InDesign_XX radio button.
14. Select the Save button.
Users can now use the template to create a Project Profile.

Create a Project Profile Record in Publisher 4.0

Use Publisher 4.0 to generate and store Project Profiles populated with your Project
data.

Once you create the record, users can access the record from the Publisher 4.0
documentation grid or the Project record under the Documents tab.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 33