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primedocs web runs entirely in the your web , in a web browser, although it will be available as a Micosoft Office sidebar in the near future also - in any case, the technology in the background is web technology. It is designed to run on any browser, on any system (within reason, of course)browser; on your PC, your mobile phone or your tablet. This way you can create documents from primedocs anywhere.
If your organisation company has primedocs Basicweb, they you will communicate be informed about the correct URL ( web address).
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This is the main entry page of primedocs Basic:
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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 choose the start page (screenshot above)navigate to the homepage, the “Templates” Templates area, your “Favourites” (if you have set any) and “Knowledge” - which your Favourites or your favorite templates, respectively, and Knowledge. The latter will lead you to this document and other information resources.the primedocs Help and to primedocs AI.
Top bar
Across the top you have a search fields field where you can quickly locate a specific template.
On the top right you will see an area with your name and a button to the right of it. It is very important that - the first time you use primedocs BAsic, you press this button and fill in (or check) your personal information, because primedocs BAsic uses the information here to personalise your letters and so on.
If you click on the button, the following view will open:
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Here you can choose which user profile you wish to use, or you can add a new user profile.
But you should also make sure that your personal information under “User Settings” is complete. Under “User Settings”, you will find this:
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Choose your display language and fill in the data, so that your documents can be personalised correctly, and then press “Save”.
Returning to the main window once you have done this, click on “Templates”:
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Choose the category of templates you would like to use. In this example, I will choose “Correspondence”:
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And then I will choose “Short Letter”:
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You can fill in what you would like to have pre-filled in the document you are creating, and then press “Create” at the bottom.
Now - because primedocs BAsic needs to be able to work on all kinds of system, it diesn’t open the Word file directly, but downloads it for you onto your device:
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You can now open the downloaded document and work with it normally in Word:
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And the same principle applies to PowerPoint presentations and Excel workbooks.. 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., in case you have several roles in your company and 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:
The interface language in which primedocs web is shown
The document language that should be preselected when creating new documents
The color theme
Finally you can complete your user data in all languages activated by your company.
If you are using primedocs web for the first time, we recommend that you check your data in the user settings and complete the empty fields. The data entered here will be inherited by the profile and displayed in the documents created, depending on the template.
If the data is incorrect, please contact your company administrator.
After you made your settings, click on Save.
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Templates
Click on Templates in the navigation bar.
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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