Page 10 - Unanet CRM: Using Publisher with Microsoft Word

Overview of the Publisher 4.0 Interface

Use Publisher Manager to create and search documents, access template
administration screens, search and filter your document grid, and build batch jobs.

Create Documents
You can create the following types of documents:

Template Administration
You can access the following administration screens:

Available Admin Features and Functionality
Template
Administration Upload List Data Document Data
Template Formatting Dictionary
Project Profile   

Knowledge Profile  

Resume   
Project List   

Opportunity Profile   

LESSON 1: INTRODUCTION TO PUBLISHER 4.0 ©2023 Unanet. All rights reserved. 10