Page 66 - Unanet CRM: Using Publisher with Adobe InDesign

Create a Batch Job

You can create a batch by selecting documents of the same type (for example,
InDesign) in the document grid or from the Batch Jobs tab.

Activity 7.4 – Creating a Batch Job
In this activity, you will create a batch job.

Activity Steps

Part 1: Create a Batch Job from the Documentation Grid
1. Select the Publisher 4.0 module.
2. Select the check boxes for the following documents:
Document Name Template Name
GuaranteedMaximumPriceWImages_XX Standard_KP_W2Images_BR_XX

HiHo_Plan_Review_Services_XX PlanRevewSvcs_Proposal_BR_XX
Office/Data_Center_5years_Commercial_XX Standard_ProjectList_BR_XX
Stadium_Office_Complex_3Images_1Quote_XX PP_3ImagesClientQuote_BR_XX
AlexHoffman_Standard1Image_XX Standard_Headshot _BR_XX
3. Select the New Batch Job button. The New Job window opens.
4. Type HiHo_Plan_Review_XX in the Job Name field.
5. Select InDesign for the Template Type.
6. Select idml for the Output Format.
7. Select the Merge check box.
8. Select the Knowledge Profile in the Job Documents list and drag it to the
position below the Opportunity Profile.

Part 2: Run and Download the Batch Job
1. Select the Save & Run button. The Success dialogue box opens.
2. Select the OK button.
3. Select the Batch Job tab to watch the progress of the job. Note: If you do not
see your batch job in the list, select the Refresh button.
4. Select HiHo Plan Review_XX in the list. The document publishing details are
displayed at the bottom of the screen.
5. Select the Download Merged Documents button when the job is 100%
complete.
6. Select Open on the Download bar. The document opens in InDesign.
7. Scroll through the pages of the document.
8. Delete any blank pages, if necessary.

LESSON 7: BATCHING DOCUMENTS ©2023 Unanet. All rights reserved. 66