Page 7 - Unanet CRM: Using Publisher with Microsoft Word

COURSE INTRODUCTION

In this course, you review tasks specific to the Publisher 4.0 module and Microsoft
Word, such as creating and uploading templates and generating Microsoft Word
documents with your Unanet CRM data.

Learning Objectives
After this session of Unanet CRM: Using Publisher with Microsoft Word, participants
will be able to:

• Recall how to navigate Publisher 4.0 in Unanet CRM.
• Explain how to create a Word Resume with Unanet CRM data.
• Explain how to create a Word Project Profile with Unanet CRM data.
• Explain how to create a Word Project List with Unanet CRM data.
• Explain how to create a Word Knowledge Document with Unanet CRM data.
• Explain how to create a Word Opportunity Document with Unanet CRM data.
• Explain how to create a Word Batch Job.

Publisher 4.0 is neither associated nor integrated with Microsoft Publisher.

COURSE INTRODUCTION ©2023 Unanet. All rights reserved. 7