Page 61 - Unanet CRM: Using Publisher with Adobe InDesign
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Part 2: Load Paragraph Styles, If Necessary
               If the font in the PlanReviewSvcs_Proposal_XX changes to Minion Pro once dragged
               over, you must Load Paragraph Styles.
                   1.  Select the Paragraph Styles tab.
                   2.  Select More > Load Paragraph Styles. The Open a File window opens.
                   3.  Double-click the PlanReviewSvcs_Proposal_XX.indd file. The Load Styles
                       window opens.
                   4.  Select the OK button.
                   5.  Close the PlanReviewSvcs_Proposal_XX.indd file.
                   6.  Select File > Save As. The Save As window opens.
                   7.  Type Master_Templates_XX in the File name field. Note: Replace XX with your
                       initials.
                   8.  Select InDesign 2022 document from the Save as type dropdown.
                   9.  Select the Save button.

               Part 3: Add the Project Profile to the Master Template
                   1.  Open the PP_3ImagesClientQuote_XX.indd file.
                   2.  Select Window > Arrange > 2-up Vertical. InDesign arranges the two templates
                       side by side.
                   3.  Select the Pages tab for the PP_3ImagesClientQuote_XX.indd template.
                   4.  Drag the PP-ProjectProfile page to the Master_Templates_XX.indd template.
                   5.  Select thumbnail 1 in the Pages tab.
                   6.  Drag the thumbnail to the Master_Templates_XX.indd template. The Insert
                       Pages dialog box opens.
                   7.  Select At End of Document from the Insert dropdown.
                   8.  Select the OK button.
                   9.  Close the PP_3ImagesClientQuote_XX.indd file. Note: Select the No button if
                       a save message displays.

               Part 4: Add the Resume to the Master Template
                   1.  Open the Standard_Headshot_XX.indd file.
                   2.  Select Window > Arrange > 2-up Vertical. InDesign arranges the two templates
                       side by side.
                   3.  Select the Pages tab for the Standard_Headshot_XX.indd template.
                   4.  Drag the R-Resume page to the Master_Templates_XX.indd template.
                   5.  Select thumbnail 1 in the Pages tab.
                   6.  Drag the thumbnail to the Master_Templates_XX.indd template. The Insert
                       Pages dialog box opens.
                   7.  Select At End of Document from the Insert dropdown.
                   8.  Select the OK button.
                   9.  Select the R 1 thumbnail.
                   10. Review the Resume page for orange highlighted text. An orange highlight
                       indicates that there is an issue with the styles.



               LESSON 7: BATCHING DOCUMENTS                                       ©2023 Unanet. All rights reserved.   61
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