Page 50 - Unanet CRM: Using Publisher with Microsoft Word

Prepare to Create a Knowledge Template

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

Tour 5.1 – Preparing to Create a Knowledge Template
In this tour, you will learn about preparing to create a Knowledge template by
reviewing corresponding information in the Knowledge module. Note: You can
place the formatted text in the Knowledge Bit – Description, and Word honors
the formatting.

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

Activity 5.2 – Building a Knowledge Template
In this activity, you will create a Knowledge template.

Activity Steps

Part 1: Save the Knowledge Template
1. Open the Standard_KnowledgeTemplate.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_KP_WImage_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: Replace Field Names
1. Select the Publisher 4.0 module.
2. Select Template Administration > Knowledge Profile. The Knowledge Profile
Administration page opens.
3. Select the Document Data Dictionary link. The Knowledge Profile Data
Dictionary window opens.
4. Select %kpTitle% for the Knowledge Bit - Title.
5. Press Ctrl+C.

LESSON 5: KNOWLEDGE PROFILES ©2023 Unanet. All rights reserved. 50