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This page
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explains the basic handling of templates and template groups
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.
Template handling
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When you have template editor (aka layouter) rights, you will be able to turn on the “Administrator” view in the primdocs App.
This displays all the categories in the left hand column, including categories that regular users don’t see sich as categories that contain unpublished templates or categories which contain files not intended for all users.
As a layouter, you may need to create new categories and/or copy or move templates from one category to the other. Some end users refer to these categories as “folders” - and to all intents and purposes, the two terms are synonyms in the primedocs App.
The ribbon section highlighted in the screenshot above contains the following buttons:
Delete template: This button deletes the currently-marked template, so use it carefully. Note that deleted templates can still be restored in the Admin dashboard (web page), but it is possible that you do not have access to this page in your organisation - so you may have to contact your helpdesk or service desk for assistance here.
Copy or move template: As the name suggests, this allows you to move or to copy (duplicate) a template.
Edit groups: Here you can rename groups (folders), add or change the order. You can also remove groups here.
Template up / down: This moves the marked template up or down within the group it is in. So you can change the sort order manually with these functions.
Template distribution: This forces a synchronisation with the primedocs server, thereby “pushing” any changes you may have made to the server, from where other users can see and use the changes.
Importing templates out of primedocs pro
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Dealing with templates
As a template administrator or layout designer, you can activate the administration view.
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Are you unsure whether you are a template administrator? Read this page: https://primesoft-group.atlassian.net/wiki/x/AYDf |
You will then have access to (1) more or all template groups and templates and (2) a longer ribbon with additional options:
New template
In the pop-up window, select the desired template type and then create the template in the template editor.
Edit template
The currently selected template can be opened in the template editor here.
Delete template
This button deletes the currently selected template after your client is synchronized the next time.
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IMPORTANT If you have not been granted access to the dashboard, please contact your primedocs administrator or the primedocs support team. |
Copy or Move template
In the pop-up window, you can move the previously selected template to another group or copy or duplicate, respectively, the same template (to another group). Before you click on “Copy”, give the new template a different name.
Edit groups
You can edit the groups on the left-hand side as a layout designer. To do this, click on the “Edit groups” button.
Click on "Create new group" (1) and give it a name.
The name is multilingual when using several UI languages; the "Language presented" dropdown should therefore be changed when creating a new group and the name should also be set in the other languages.
If you would like to move the created group, you can do this either (A) by dragging and dropping the group to the desired position using the left button or (B) by using the arrow buttons on the opposite right-hand side.
You can delete a template group by (C) clicking on the recycle bin.
Template up/down
This moves the selected template up or down within the group in which it is located.
Template Distribution
This button forces the distribution of all documents of the template type External file for distribution.
Importing templates
You can easily import a Word template (a .dotx file) into primedocs and then edit it using tools in primedocs Desktop.
To import a Word template into primedocs
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,
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create a
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Now open the Import menu.
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new template by clicking on New template in the corresponding dialog.
In the template editor window that then opens, open the “Import Template Document” menu and select “Language independent” if you are only using one document language or the desired document language if you are using several document languages.
Then select the desired Word template (*.dotx) in the File Explorer, confirm with “OK” and save the template editor by clicking on “Save” or Ctrl + S.
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Note that headers and footers |
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are ignored by the imported document |
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if the template is based on a layout |
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