Page 33 - Unanet CRM: Using Publisher with Microsoft Word

Activity 3.3 – Uploading a Project Profile Template
In this activity, you will create list data formatting and upload a Project
Profile template to Publisher 4.0.

Activity Steps

Part 1: Create List Data Formatting for Project References
1. Select the Publisher Manager link.
2. Select Template Administration > Project Profile. The Project Profile
Administration page opens.
3. Select the List Data Formatting link.
4. Select the Create Format link in the List Data Formatting – Project
References section. The Project References List Format window opens. The
Format Definition field is prepopulated with common variables.
5. Type Standard_Word_XX in the Format Name field.
6. Select the Document Data Dictionary link. The Project References Data
Dictionary window opens. These are the available merge field names.
7. Press Ctrl+F.
8. Type test in the Search field.
9. Select %ProjectRefGeneralTestimonialText% for General.
10. Press Ctrl+C.
11. Return to the Project References List Format window.
12. Place your cursor at the beginning of the Format Definition field.
13. Press Ctrl+V.
14. Select %ProjectRefGeneralTestimonialText%.
15. Select the I icon.
16. Place your cursor at the beginning of %ProjectRefFirstName%.
17. Press Enter.
18. Select the Source button.
Your source code view of your definition should look like this:

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 33