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If your company has primedocs web, you will be informed about the correct web address.
Homepage
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This is the homepage of primedocs web. If you have already used primedocs web, it displays the templates that you last used.
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Navigation bar
On the left of the screen you can navigate to the homepage, the Templates area, your Favourites or your favorite templates, respectively, and Knowledge. The latter will lead you to the primedocs Help and to primedocs AI.
Top bar
Across the top you have a search field where you can quickly locate a specific template.
On the top right you see an area with your name and a button to the right of it. This button leads you to the user settings and the profiles.
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Profiles
In this example the user has one profile. By clicking on a profile you navigate to its overview and settings page.
By clicking Add profile you can create more profiles (e.g., when in case you have several roles in your company and depending on your role if you would like to sign a letter depending on your role).
Learn more about profiles here: https://primesoft-group.atlassian.net/wiki/spaces/PD/pages/12025866/primedocs+app+-+Organization+tab#Profile-management
User settings
By clicking on User settings you can then make the following settings:
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After you made your settings, click on Save.
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Templates
In Click on Templates in the navigation bar, click on Templates.
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Select template group
Choose the template group, from which you would like to create a document. In this example, we are in the template group “Correspondence”:
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Select template
To select a template, simply click on the gray area that appears when you hover over a template.
Create document
Now complete the form with e.g. subject, dates and recipients. This information is required so that the document can be created correctly. Some fields may need to be filled in - if they are empty, the document cannot be created.
When you are finished, click on Create & Download.
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Download document
The document has now been created. As primedocs web is device-independent, the file is downloaded from your browser to your device.
The document is now in the corresponding Office format and can be sent by e-mail depending on the environment on your device
You can now open and edit the downloaded document with the corresponding Office app or use it for other purposes.
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If the Windows app primedocs desktop is not installed, no primedocs AddIn is displayed in the Office products. This means that the document created can only be edited with the corresponding Office product. |
The same applies to PowerPoint presentations and Excel workbooks.
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Templates group overview
If you hover over a template group, the Open button (1) appears. Click on the Open button (1) to open the template group. This will take you to the templates in order to eventually create a document.
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Templates overview
From a template group, you can use the Back button (1) to return to the overview of all template groups.
If you move the mouse over a template, the Use button (2) appears. Click on Use to create a document from this template.
You can add a template to your favorites using the button with the star icon (3). Find out more below.
A preview image (4) is also displayed on the right-hand side if one has been created.
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Create a document
Learn here, how you create document: https://primesoft-group.atlassian.net/wiki/x/BoCQH.
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Favorites
The favorites that have been selected in the Templates area can be found in this area.
Here you can also remove templates from the favorites by clicking on the star icon (1). You can also create a document from here (2):
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Knowledge
In the Knowledge section, you will find important links (A) as well as a preview of the primedocs AI (B), which can help you when editing a document created with primedocs.
Under Important links (A), click the Open button (1) to go to the start page of the primedocs user manual. Here you will find everything you need to know about primedocs, regardless of whether you are an end user, template creator or administrator.
The primedocs AI (B) is particularly suitable if you are currently creating a document or an article. Ask the AI (artificial intelligence) a question or give it a text for revision with as precise an instruction as possible (prompt). Then click on Generate (2). You can cancel an ongoing request by clicking on the cross button directly next to it. The response then appears in the lower area (3).
The generated response can be edited using the buttons (4-8): Translate the answer into English (4), French (5) or German (6). If you want to see a longer answer, click on the ↩️ button (7). If you want the AI to give you a shorter answer, click on the 🤏 button (8).
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