Page 49 - Unanet CRM: Using Publisher with Microsoft Word

LESSON 5: KNOWLEDGE PROFILES

Learning Objectives
Explain how to create a Microsoft Word Knowledge Document with Unanet CRM data.
• Explain how to create a Microsoft Word Knowledge template.
• Recall how to upload a Microsoft Word Knowledge template to Unanet CRM.
• Explain how to create and generate a Microsoft Word Knowledge Profile
document with CRM data.

Introduction
Use Unanet CRM’s Publisher 4.0 to create Knowledge documents in the Unanet CRM
account using designed templates and CRM data. Once created, you can access the
Knowledge documents from the Publisher Manager documentation grid.

We recommend marking up a hard copy of your existing document with the Unanet
CRM field names for each piece of data. This is a helpful reference document when you
build your template.

Note: Set up and apply all styles and formatting to the Word document before adding
placeholder images and variables.

LESSON 5: KNOWLEDGE PROFILES ©2023 Unanet. All rights reserved. 49