Page 23 - Unanet CRM: Using Publisher with Microsoft Word

Upload a Resume Template

Now that you have created your Resume template included a placeholder image,
placed variables, formatted lists, saved it as a .docx, and closed the file, you can upload
your template to Publisher 4.0.
You can upload and store unlimited Resume templates on the Template Administration
> Resume page.

Note: If you need to update an existing template, download it, adjust it, then save it over
the existing system template. Saving over the existing template automatically updates
any Resume using that template.

Activity 2.4 – Uploading a Resume Template
In this activity, you will upload a Resume template to Publisher 4.0.

Activity Steps

1. Select the Publisher Manager link.
2. Select Template Administration > Resume. The Resume Administration
page opens.
3. Select the +Upload Template link. The Upload Resume Layout Template
window opens.
4. Type StandardWImage_XX in the Template Name field.
5. Select the Choose File button. The Open window opens.
6. Select the Standard_Headshot_XX.docx file.
7. Select the Open button. Note: You can also associate the Resume template with
a particular office, practice area, or territory. This allows users to filter the choices
when selecting a template.
8. Select the Save button. The Template is added to Publisher 4.0.
9. Select the Select link for List - Education. The Select a Format for Education
window opens.
10. Select the Standard_WordWYear_XX radio button.
11. Select the Save button.
12. Repeat steps 11-13 to select a format for the remaining list variables.
List Variable Format
List - Other Registrations Standard_Word_XX
List - Project Experience Standard_Word_XX
List - Registrations Standard_Word_XX
Users can now use this template to create a Resume.

LESSON 2: RESUMES ©2023 Unanet. All rights reserved. 23