Page 56 - Unanet CRM: Using Publisher with Adobe InDesign

Upload an Opportunity Profile Template

Now that you have created your Opportunity Profile template, including placed
variables, and saved it as an .idml, you can upload your template to Publisher 4.0.

You can upload and store multiple Opportunity Profile templates on the Template
Administration > Opportunity Profile Administration 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 Opportunity Profile record using that template.

List Data Formatting
List Data Formatting allows you to format and arrange variables included in a list of
information on an Opportunity Profile. Use Lists for all groups of data to include in the
template. The data group, Quotes, requires a List Data Format for an Opportunity
Profile. Note: This requires you to have Products & Quotes enabled for your firm. This
course does not cover Projects & Quotes.

Activity 6.3 – Uploading an Opportunity Template

In this activity, you will upload an Opportunity template from InDesign
to Publisher 4.0.

Activity Steps

1. Select the Publisher Manager link.
2. Select Template Administration > Opportunity Profile. The Opportunity
Profile Administration page opens.
3. Select the +Upload Template link. The Upload Opportunity Profile Layout
Template window opens.
4. Type Standard_Plan_Review_Proposal_XX in the Template Name field.
5. Select the Choose File button. The Open window opens.
6. Select the PlanReviewSvcs_Proposal_XX.idml file.
7. Select the Open button.
8. Type Standard plan review services letter proposal with subtasks in the
Instructions field. Note: You can also associate the Opportunity 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.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 56