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Assuming you have Admin or Layouter access rights, you can mark a template and then click on Edit template.

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This will take you to the Edit template panel. Let’s look at what options you have here.

Publication status

First of all. let’s look at the publication status:

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Moving from left to right across the ribbon: we have Save and Discard, which are self-explanatory.

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Permissions

Then we have Permissions, which control who is able to see the template. If you make no changes here, the template will be visible to all users who can log in to your primedocs pro system. If you choose to restrict visibility, click on Permissions.

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Now you can choose which rights the new user has (or user group, had you searched for one and added it here). You can assign Use and Change rights. Use means that they can use (and see) that template. Change means that they have the rights to edit the template. But of course this requires them to have Admin or Layouter rights. A regular user won’t be able to edit a template, even if she has the Change rights here. And don’t forget to remove the “Authenticated User” group, if you want to limit access to just the new user(s).

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Editor

Moving on across the ribbon, the next button is gthe Editor button. Here you can choose to open the template in edit mode. Note that if you have multiüle language versions of the template, you need to choose which language version you want to edit here.

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The other button (Developer tools) opens config files that you can also access directly, so you can make a quick change here.

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Test document

Returning to the ribbon, the next button is Test document“Test document”, which simply opens the document normally, as if you had double-clicked as a regular user on thbe template in primedocs pro. This is how you test the document as you develop it.

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Create new version

Then we have Create new Version, which allows you to cteate a version of this template that is frozen, in case you want to try something out and need to be able to return back to the current status if it doesn’t work out.

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Date pane below

Crfoss At the botom bottom of the panel , you have ( on the left ) you have two dates. The date format correspondes to the user’s language setting.

Create date

The leftmost date is the date this template was created. And if If you hold your mouse over the date, the mouseover tooltip will show you more information.

Edit date

The second date, just beside it, shows the date this template was edited last. Careful - the