How do I get here? Find out how to generate a simple letter here: https://primesoft-group.atlassian.net/wiki/spaces/PD/pages/12419073/primedocs+app+-+First+steps#Start-primedocs-for-the-first-time
Let's take a look at the primedocs tab in Word.
Word Menu ribbon
As soon as you have generated a Word document, you will see the following menu bar:
Here you will find the most important commands for editing the current document. This makes your work easier, as you can stay on this menu bar for most everyday activities in Word.
You can also access the properties here later to edit them. Click OK to apply the changes to the document.
IMPORTANT
Please note that the automatically filled fields (all fields in the header and footer) should only be changed via the properties dialog. This ensures that your changes are not overwritten the next time you open the document.
primedocs group
Click on the primedocs button to return to the primedocs pro main menu at any time. If you click on the submenu of the button, you can access the primedocs user manual on the Internet.
Document group
Properties
The properties dialog has already been explained here: https://primesoft-group.atlassian.net/wiki/spaces/PD/pages/12222485/primedocs+app+-+Templates+tab#Create-a-new-document
Click on the Properties button to return to the Properties dialog and make adjustments again, especially in the header and footer.
Profil
You can change your profile via the primedocs tab. If several profiles are available to you, you can change your selection at any time by clicking on the Profile button. As in the client, a list of all the profiles available to you will open. Select your desired profile here.
If this button is grayed out, this simply means that the document you have opened does not use any profile information from primedocs.
Language
The button for the document language is located directly below the profile selection button. If you change the document language, the spell check language of the entire document is changed to the language you have selected and any text modules that have been translated into this language are displayed in the selected language.
Content group
Snippets
Snippets are a very powerful feature - so let's take a moment to get to know them a little better:
Snippets are blocks of content (text, tables, images, etc.) that you can save and reuse in any other document without having to copy and paste from other documents. They are very easy to create and edit. And if you use them skillfully, they can save you an enormous amount of time!
There are basically two types of snippets: "Shared" and "Custom" snippets.
Private snippets
Every user can create their own snippets. They belong to you and only you. No one else can see them (not even administrators).
Shared snippets
Shared snippets are created centrally and are accessible to everyone or to specific user groups in your company. If you need to be able to create shared snippets, contact your internal support.
Create snippets
So how do you create a snippets? It's quite simple. Select a text and drag it to the right-hand area, e.g. under "My snippets". Then save it there. A window opens in which the name of the snippets and the language recognized by Word are specified. Correct the document language if necessary, click OK and the snippets is saved.
Insert snippets
To use this snippets later in another (or of course the same) document, click with the mouse at the point where the snippet is to be inserted. Then double-click on the desired snippets in the snippets panel; the snippets will be inserted.
Alternatively, you can also drag the snippets from the snippets panel to the desired position using drag'n'drop.
Snippets in different languages
There are some advanced functions, such as the ability to overlay different language versions of the same snippet by selecting a text in English, for example, and placing it over an existing snippet. primedocs then saves each language version in the same snippet.
To insert a multilingual snippet into a document, proceed in the same way as for a monolingual snippet. primedocs then automatically inserts the snippet in the correct language - provided the document language in the primedocs menu bar is selected correctly.
Alternatively, you can right-click on the snippets and select which language version you want to insert. In this case, the snippets will be inserted at the point where the cursor is located in the document.
Snippets play a central role in the automated compilation of documents using just one template. Please ask PrimeSoft Support if you would like advice on this.
Back to our ribbon:
Format group
Fill color / Line color / Text color
There are three buttons for color management right next to the "Snippets" button. You can apply fill, line or text colors to your document here. These are stored according to the design (CI/CD) of your organizational unit - so you don't have to worry about which colors are allowed and which are not.
General Word formatting
The next section corresponds to the text formatting section of Word, which is why we will not go into more detail here. Here you can select fonts, indents, text alignment, etc. Use "Standard" to reset the formatting of the current paragraph.
Completion group
The Print button opens the Word print dialog. This has the same function as the Ctrl+P key combination.
Send
The "Send" button is practical: it opens an e-mail in which the currently opened Word document is already inserted as an attachment, which makes sending a document much faster.
Spelling
The "Spelling" button triggers a spell check run.