Page 2 - Unanet CRM: Using Publisher with Microsoft Word
P. 2

TABLE OF CONTENTS

               Table of Contents ..................................................................................... 2

               ABOUT THIS PARTICIPANT GUIDE ......................................................... 6

                  Symbols used in this guide ...................................................................................... 6
                  Unanet Contact Information ..................................................................................... 6
                  Support Portal ............................................................................................................ 6

               COURSE INTRODUCTION ........................................................................ 7

                  Learning Objectives .................................................................................................. 7
                  Student Training Site ................................................................................................. 8

                  Roles & Access .......................................................................................................... 8
                  Course Assets............................................................................................................ 8

               LESSON 1: INTRODUCTION TO PUBLISHER 4.0 ................................... 9
                  Learning Objectives .................................................................................................. 9

                  Introduction to Publisher 4.0 .................................................................................... 9

                    Tour 1.1 – Example Documents ............................................................................... 9
                  Overview of the Publisher 4.0 Interface ................................................................. 10
                    Create Documents ................................................................................................. 10

                    Template Administration ........................................................................................ 10

                    Demo 1.2 – Exploring the Publisher 4.0 Interface .................................................. 11
                    Filtering .................................................................................................................. 12
                    Activity 1.3 – Filtering ............................................................................................. 12

                  Configure WYSIWYG Settings for Publisher 4.0 ................................................... 13
                    Demo 1.4 – Configuring WYSIWYG Editor Settings .............................................. 13

                  Check Your Understanding .................................................................................... 14
               LESSON 2: RESUMES ............................................................................ 15

                  Learning Objectives ................................................................................................ 15

                  Introduction .............................................................................................................. 15
                  Prepare to Create a Resume Template .................................................................. 16

                    Tour 2.1 – Preparing to Create a Resume Template ............................................. 16
                  Build a Resume Template ....................................................................................... 16

                    Document Data Dictionary ..................................................................................... 16





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