Page 36 - Unanet CRM: Using Publisher with Microsoft Word

Create a Project Profile Record in Publisher 4.0
Use Publisher 4.0 to generate and store Project Profiles populated with your Project
data.

Once you create the record, users access the record from the Publisher 4.0
documentation grid or the Project record under the Documents tab.

Activity 3.4 – Creating a Project Profile
In this activity, you will create and generate a Project Profile using
your created Project Profile template.

Activity Steps

Part 1: Create a New Project Profile
1. Select the Publisher Manager link.
2. Select Create Document > Project Profile.
3. Type StadiumOfficeComplex_3Images1Quote_XX in the Project Profile Name
field.
4. Type (2022-0818) Stadium in the Project field.
5. Select 2022-0818 from the list of returned results for the Project.
6. Select the Save button.

Part 2: Select the Layout
1. Select the Select link in the Selected Layout (Body of your Document)
section. The Select a Layout window opens.
2. Select the Standard_W3Images_XX radio button.
3. Select the Save button. A warning message displays.
4. Select the OK button.

Part 3: Select Images
1. Select the Select link for image 1.
2. Select the glass-architecture-wallpaper.jpg radio button.
3. Select the Save button.
4. Repeat steps 1-3 to select images for the Project Profile.
Image Number Image Name
2 Site.jpg
3 officespace.jpg

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 36