Assuming you have Admin or Layouter access rights, you can mark a template and then click on Edit template.
This will take you to the Edit template panel. Let’s look at what options you have here.
First of all. let’s look at the publication status:
Any template can have one of the following status stages:
in progress: This means thatthe template is being worked on and is not currently visible to regular users.
in test: This template is finished and just needs checking before being released to users.
Released: Template is published an visible to those users which have the rights to see it.
Moving from left to right across the ribbon: we have Save and Discard, which are self-explanatory. 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.
Here you can search for an Active Directory (AD) group or individual user. In this example, lets search for an individual user “Schwarz”.
Once found, mark the user and press OK.
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).
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.
The template will now open in Word.
The Word document may look a little odd, as what you are seeing here are the document parameter and other placeholder fields, which would normally be replaced with content - but more about that later. This is where you will be going to be when you add new fields (parameters, etc.) to your template. How, you ask?
Notice the two buttons at the far right of the primedocs ribbon. This is where you can add a field into the template at the current cursor position with the Bind field button.
The list of available fields is quite long so don’t forget to scroll.
The other button (Developer tools) opens config files that you can also access directly, so you can make a quick change here.
Returning to the ribbon, the next button is 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.
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.