Page 49 - Unanet CRM: Using Publisher with Adobe InDesign

Activity 5.3 – Uploading a Knowledge Template
In this activity, you will upload a Knowledge template from InDesign
to Publisher 4.0.

Activity Steps

1. Select the Publisher Manager link.
2. Select Template Administration > Knowledge Profile. The Knowledge Profile
Administration page opens.
3. Select the +Upload Template link. The Upload Knowledge Profile Layout
Template window opens.
4. Type Standard_WImage2Pages_XX in the Template Name field.
5. Type Auto-add pages in the Instructions field.
6. Select the Choose File button. The Open window opens.
7. Select the Standard_KP_W2Images_XX.idml file.
8. Select the Open button. Note: You can also associate the Knowledge template
with a particular office, practice area, or territory. This allows users to filter the
choices when selecting a template.
9. Select the Save button. The Template is added to Publisher 4.0.

Create a Knowledge Document

Use Publisher 4.0 to generate and store Knowledge records such as boilerplate policy
or procedure narratives, project approaches, and roles and responsibilities populated
with your Knowledge data.

Once you create a Knowledge Profile record, users can access the record from the
Publisher 4.0 documentation grid.

Activity 5.4 – Creating a Knowledge Record
In this activity, you will create and generate a Knowledge record.

Activity Steps

Part 1: Create a New Knowledge Record
1. Select the Publisher Manager link.
2. Select Create Document > Knowledge Profile.
3. Type GuaranteedMaximumPriceWImages_XX in the Knowledge Profile Name
field.
4. Type Guaranteed Maximum Price (GMP) in the Knowledge field.

LESSON 5: KNOWLEDGE PROFILES ©2023 Unanet. All rights reserved. 49