Page 41 - Unanet CRM: Using Publisher with Adobe InDesign
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5. Right-click the placeholder image name.
6. Select Embed Link from the menu.
7. Select the Pages tab.
8. Double-click the project page in the Pages panel.
Part 4: Save the Project List Template
1. Select File > Save As. The Save As window opens.
2. Type Standard_ProjectList_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 Standard_ProjectList_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 Standard_ProjectList_XX.indd document.
Upload a Project List Template
Now that you have created your Project List template, including the table, embedded
thumbnail image, placed variables, and saved it as an .idml, you can upload your
template to Publisher.
You can upload and store unlimited Project List templates on the Template
Administration > Project List page.
Note: If you need to update an existing template, download it, adjust it, then save it over
the existing system template. Saving over the existing template automatically updates
any Project List using this template.
List Data Formatting
List Data Formatting allows you to format and arrange variables included in a list of
information on a Project List, such as project awards. Use Lists for all groups of data to
include in the template. The following groups of data within Unanet CRM require a List
Data Format for a Project Lists:
• Project Awards
• Project References
• Project Certifications
LESSON 4: PROJECT LISTS ©2023 Unanet. All rights reserved. 41