Page 15 - Unanet CRM: Using Publisher with Microsoft Word

LESSON 2: RESUMES

Learning Objectives

Explain how to create a Microsoft Word Resume with Unanet CRM data.
• Explain how to create a Microsoft Word Resume Template.
• Explain how to create List Data Formatting.
• Recall how to upload a Resume Template to Unanet CRM.
• Explain how to create and generate a Resume Record for Personnel.

Introduction
Use Unanet CRM’s Publisher 4.0 to create Resumes for Personnel in the Unanet CRM
account using designed templates and CRM data. Once created, you can access the
Resume from the Publisher Manager documentation grid or the Personnel record under
the Documents tab.

We recommend marking up a hard copy of your existing Resume with the Unanet CRM
field names for each piece of data. This is a helpful reference document when you build
your Resume template.
Note: Set up and apply all styles and formatting to the Word document before adding
placeholder images and variables.

LESSON 2: RESUMES ©2023 Unanet. All rights reserved. 15