Page 39 - Unanet CRM: Using Publisher with Adobe InDesign

Prepare to Create a Project List Template

Any data you determine is essential to your design must be part of the Project records
in Unanet CRM. You may need to update these records before generating a project list.

Tour 4.1 – Preparing to Create a Project List Template
In this tour, you will learn about preparing to create a Project List template
by reviewing corresponding fields in a Project record.

Build a Project List Template

Once you have identified which data fields to include in the Project List, use the
Document Data Dictionary to find the corresponding variables. Then, copy the variables
from the Document Data Dictionary and paste them into your InDesign Project List
template. The Project List template must be saved with a file extension of .idml to
upload the file to Unanet CRM.

Activity 4.2 – Building a Project List Template
In this activity, you will convert an existing project list into a Project
List template.

Activity Steps

Part 1: Embed an Image in the Template
1. Open the Standard_ProjectList.indd file.
2. Select Type > Show Hidden Characters to show the paragraph marks and table
edges.
3. Select the first thumbnail image.
4. Select File > Place. The Place window opens.
5. Select an image.
6. Select the Open button.
7. Select the placeholder image.
8. Select the Links tab.
9. Right-click the placeholder image name.
10. Select Embed Link from the menu.

LESSON 4: PROJECT LISTS ©2023 Unanet. All rights reserved. 39