Page 63 - Unanet CRM: Using Publisher with Microsoft Word

• Download Merged Documents: Appears after the Publisher completes the
batch job.
• Columns
o Document order: Displays the order Publisher generates documents.
o Document Name: Click the link to the individual document build page.
o Data Source: Displays Personnel or Projects.
o Status: Includes clickable links to download individual documents.

Demo 7.1 – Exploring Batch Jobs Tab, Filters, and Columns
In this demo, you will explore the Batch Jobs tab, its filters, and columns.

Demo Steps

1. Select the Publisher 4.0 module.
2. Select the Batch Jobs tab.
3. Select the Job Name dropdown arrow. A menu displays. You can sort ascending
or descending and select which columns to display.
4. Select the Template Type header and drag after the Created By Header to
reposition columns in the grid.
5. Select Template Type > Group By This Field. The grid groups templates by
template type.
6. Review the Filters. You can Filter by Project or Filter by Opportunity.

LESSON 7: BATCHING DOCUMENTS ©2023 Unanet. All rights reserved. 63