Page 9 - Unanet CRM: Using Publisher with Microsoft Word

LESSON 1: INTRODUCTION TO PUBLISHER 4.0

Learning Objectives

Recall how to navigate Publisher 4.0 in Unanet CRM.
• Summarize the features and functions of the Publisher 4.0 tool.
• Recall how to search and filter the grid.
• Explain how to configure the WYSIWYG settings for Publisher 4.0.

Introduction to Publisher 4.0

Use the Publisher 4.0 module to generate custom Resumes, Project Profiles, Project
Lists, Opportunity Profiles, and Knowledge Profiles as Microsoft Word or Adobe
InDesign documents. Publisher 4.0 populates your documents with data from Unanet
CRM. You create your template, familiarize yourself with where your data lives in the
system, insert merge variables, and merge the data with your template.

Tour 1.1 – Example Documents
In this tour, you will view examples of documents created using Publisher 4.0.

LESSON 1: INTRODUCTION TO PUBLISHER 4.0 ©2023 Unanet. All rights reserved. 9