Page 60 - Unanet CRM: Using Publisher with Adobe InDesign

LESSON 7: BATCHING DOCUMENTS

Learning Objectives

Explain how to create an InDesign Batch Job.
• Explain how to make existing templates batch ready.
• Explain how to create a batch job.

Introduction

Publisher 4.0 can batch-generate several different documents and document types into
one .idml file. To make this work as anticipated, ensure all your templates have the
same uniquely named Parent Pages and Paragraph/Character Styles.

Prepare Templates for Batch Jobs
To prepare your templates to be batch-ready, you need to bring all templates into one
master InDesign file, including Parent pages and Paragraph/Character Styles. After all
the templates are saved as one template and have appropriate Parent pages and text
styles applied, you save each template as individual files. Next, upload the individual
batch-ready .idmls to their Template Administration pages in Publisher 4.0.

Activity 7.1 – Preparing Templates for a Batch Job
In this activity, you will prepare templates for a batch job.

Activity Steps

Part 1: Combine the Opportunity Proposal and Knowledge Document to Create a
Master Template
1. Open the PlanReviewSvcs_Proposal_XX.indd file.
2. Open the Standard_KP_W2Images_XX.indd file.
3. Select Window > Arrange > 2-up Vertical. InDesign arranges the two templates
side by side.
4. Select the Pages tab for the PlanReviewSvcs_Proposal_XX.indd template.
5. Drag the OP1-OppProfile page to the Standard_KP_W2Images_XX.indd
template.
6. Select thumbnails 1-3 in the Pages tab of PlanReviewSvcs_Proposal_XX.
7. Drag the thumbnails to the Standard_KP_W2Images_XX.indd template. The
Insert Pages dialog box opens.
8. Select At Start of Document from the Insert dropdown.
9. Select the OK button.

LESSON 7: BATCHING DOCUMENTS ©2023 Unanet. All rights reserved. 60