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  • Disclaimer template: This contains the company disclaimer, which may for instance be present only below the signature in external e-mails, if so desired.

  • Campaign template: This file contains the campaign banner for each campaign. - so you can have multiple campaigns running in parallel and you can schedule when which campaigns become active and when they stop being selectable by the end users.

PowerPoint templates

PowerPoint templates, like Word templates, follow a three-tier logic, but the logic is not the same as Word, due to the different logical structure of Word and PowerPoint files.

The three teirs for PowerPoint are as follows:

  • Master: This file contains just the slide layouts and appears empty if you open it. These layouts are inherited by the tiers below.

  • Slide set: This contains content slides used to generate slide previews in the insert slide dialogue - so it will need to contain a filled in slide for every available layout.

  • Content template: Using the layouts defined above, this file contains those slides which should be in place as content when the presentation opens.

Excel templates

Excel templates currently have a simple one-file structure which broadly corresponds to the Excel template logic in Microsoft Office.

Other files

primedocs has two special types of file which don’t function directly as Microsoft Office files:

  • Image Gallery: This allows you to create an image gallery which you can later link to the primedocs Add-In in PowerPoint, to allow the insertion of images directly into a presentation. You can also create multiple image galleries for different presentation types. The image galleries allow you to group images by categories, as if they were stored in topical folders. More on how to create theese in the appropriate section.

  • Chart Template: This allows you to import chart templates (*.crtx files) into primedocs.

Third-party applications

You can even import documents intp primedocs which are not Microsoft Office documents such as pdf files, for instance. In the case of such documents, primesoft merely provides access to these files and opens them with the associated application, just as Windows would if you were opening them from the Windows File Explorer. But of course using the centralised document access system provided by primedocs!

Here are the two ways you can make a file available in this section:

  • External document: Here you can create a placeholder and then import a file directly, save it and the make it available to users. Double-clicking on this file then opens it using the associated application.

  • External file for distribution: This allows you to make a file accessible to users without allowing them to open it directly from primedocs. This could be because you want to distribute a setup file, a device driver or other file which isn’t intended to be opened directly, but copied into a specific folder. This automatically packages the file into a ZIP file, which is opened when the user double-clicks on it.