Page 52 - Unanet CRM: Using Publisher with Microsoft Word

Upload a Knowledge Template

Now that you have created your Knowledge template with placeholder images and
variables and saved it as a .docx, you can upload your template to Publisher 4.0.

You can upload and store multiple Knowledge templates on the Template
Administration > Knowledge Profile Administration page.
Note: If you need to update an existing template, download it, adjust it, then save it over
the existing system template. When you save over an existing template, CRM updates
any Knowledge document using that template.

Activity 5.3 – Uploading a Knowledge Template
In this activity, you will upload a Knowledge template from Word to
Publisher 4.0.

Activity Steps

1. Select the Publisher Manager link.
2. Select Template Administration > Knowledge Profile. The Knowledge Profile
Administration page opens.
3. Select the +Upload Template link. The Upload Knowledge Profile Layout
Template window opens.
4. Type Standard_WImage_XX in the Template Name field.
5. Type Auto-add pages in the Instructions field.
6. Select the Choose File button. The Open window opens.
7. Select the Standard_KP_WImage_XX.docx file.
8. Select the Open button. Note: You can also associate the Knowledge template
with a particular office, practice area, or territory. This allows users to filter the
choices when selecting a template.
9. Select the Save button. The Template is added to Publisher 4.0.

Create a Knowledge Document

Use Publisher 4.0 to generate and store Knowledge records such as boilerplate policy
or procedure narratives, project approaches, and roles and responsibilities populated
with your Knowledge data.
Once you create a Knowledge Profile record, users can access the record from the
Publisher 4.0 documentation grid.

LESSON 5: KNOWLEDGE PROFILES ©2023 Unanet. All rights reserved. 52