Page 41 - Unanet CRM: Using Publisher with Microsoft Word

Prepare to Create a Project List Template

Any data you determine is essential to your design must be part of the Project records
in Unanet CRM. You may need to update these records before generating a project list.

Tour 4.1 – Preparing to Create a Project List Template
In this tour, you will learn about preparing to create a Project List template by
reviewing corresponding fields in a Project record. Note: Verify that Publisher
is entered in the Keywords field in the Image Information for the image that will
be used in the Project List.

Build a Project List Template

Once you have identified which data fields to include in the Project List, use the
Document Data Dictionary to find the corresponding variables. Then, copy the variables
from the Document Data Dictionary and paste them into your Word Project List
template. You must save the Project List template with a file extension of .docx to
upload the file to Unanet CRM.

Activity 4.2 – Building a Project List Template
In this activity, you will convert an existing project list into a Project List
template.
Note: We built the Normal and Heading styles before placing the variable.
You must apply a table style to your table and set border and row heights.

Activity Steps

Part 1: Save the Project List Template
1. Open the Standard_ProjectList.docx file. Note: If necessary, select the
Show/Hide icon on the Home tab to show the paragraph marks.
2. Select File > Save A Copy. The Save A Copy window opens.
3. Type Standard_ProjectList_XX in the File name field. Note: Replace XX with
your initials.
4. Select Word Document (*.docx) from the Save as type dropdown.
5. Select the Save button.

Part 2: Insert a Placeholder Image in the Template
1. Right-click the first thumbnail image.
2. Select Change Picture > This Device. The Insert Picture window opens.
3. Select an image.
4. Select the Insert button.

LESSON 4: PROJECT LISTS ©2023 Unanet. All rights reserved. 41