Page 54 - Unanet CRM: Using Publisher with Microsoft Word

Check Your Understanding

Which one of the following options best explains why you would associate a
template with a specific office when uploading it to Publisher 4.0?

a) Limit which offices can use the template
b) Filter templates by office location
c) It is a required field on the form

Which one of the following is an example of a Knowledge bit available to use
in a Knowledge Document?

a) Client
b) Phone Number
c) Title

Refer to Appendix A for answers to the Check Your Understanding questions.

LESSON 5: KNOWLEDGE PROFILES ©2023 Unanet. All rights reserved. 54