Page 58 - Unanet CRM: Using Publisher with Adobe InDesign

8. Select the Done button.
9. Select File > Adobe PDF Presets > [High Quality Print]. The Export window
opens.
10. Type OfficeAndDataCenter_XX in the File Name field.
11. Select the Save button. The Export Adobe PDF window opens.
12. Select the Export button.

Part 4: Save a Copy of the Letter Proposal Document in the Opportunity Record
1. Return to Publisher 4.0.
2. Right-click the HiHo Office/Data Center Plan Review Services (18-2801) link.
3. Select the Open link in a new tab.
4. Select the new Unanet CRM tab.
5. Select More > Documents to save a copy of the letter proposal document in the
Opportunity record.
6. Select the + Document link. The Upload a Document window opens.
7. Select the Choose File button.
8. Select the OfficeAndDataCenter_XX.pdf file.
9. Select the Open button.
10. Type LetterProposal_Today’s date_XX in the Title field.
11. Type office permitting in the Document Metadata field.
12. Select the Save button.
13. Select More > Documents. A copy of the document is available for download in
the Documents section.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 58