Page 32 - Unanet CRM: Using Publisher with Microsoft Word

Part 4: Include a Section Break and Unlink Header and Footer from the Previous
These steps are necessary to batch documents together using the Publisher tool
allowing each template's header and footer to be applied.
1. Place the cursor after the table.
2. Select the Layout tab.
3. Select Breaks > Section Breaks > Next Page.
4. Double-click Header – Section 2.
5. Select the Link to Previous button to unlink the header from the previous
header.
6. Select the Go to Footer button.
7. Select the Link to Previous button to unlink the footer from the previous footer.
8. Select the Save button.
9. Close the Project Profile template. Note: You must close your Word template
before uploading it to Publisher 4.0.

Upload a Project Profile Template

Now that you have created your Project Profile template, included placeholder images
and placed variables, and saved it as a .docx, you can upload your template to
Publisher 4.0. Note: You must close the template before uploading it to Publisher 4.0.
You can upload and store unlimited Project Profile templates on the Template
Administration > Project Profile page.

Note: If you need to update an existing template, download it, adjust it, then save over
the existing template. When you save over the existing template, Unanet CRM updates
any document using this template automatically.

List Data Formatting
List Data Formatting allows you to format and arrange variables in a list of information
on a Project Profile, such as project awards. Use Lists for all groups of data to include in
the template. The following groups of data within Unanet CRM require a List Data
Format for a Project Profile:

• Project Awards
• Project References
• Project Certifications

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 32