The primedocs app contains two main parts, and each part has its own tab.
Let’s start by looking at the “Templates” tab.
As the tab name suggests, this is where you will find all your document templates - and not just for Word, but for all the Office applications your organisation has implemented primedocs for.
Down the left side of the window, you have a list of categories. It might help to think of these categories as folders which contain tdocument templates. You cannot cerate your own categories here, because these categories are visible to your entire organisation. Depending on your access rights, you will only see those categiries which contain templates which you can access and use. There may be other categories intended only for specific teams which you cannot see here.
Click on a category, and the templates in that category will appear in the cetral column of this window, along with a preview of the document on the right.
To open a new document based upon one of the templates you see in the list, either double-click on it, or mark it and then press the “New Document” button in the ribbon. Depending on the document, you may be asked to fill in some information, press okay - and then your document will open. And once your document is open, you can edit the document using the primedocs ribbon.
The second part of the primedocs app is the “Organization” tab:
On this tab, you will want to switch to the “Profiles” section (highlighted in screenshot above). Here you will see and be able to manage your profile data.
Your profile is divided into two parts: Your personal data (on the “User” tab) and the data which describes your organisaional unit (on the “Organization Unit” tab). You can rename the profile as you wish in the field “Name*” at the top of the main window. If you make any changes, remember to save before leaving this window.
The very first time you start using primedocs, you will need to go to this “Organization” tab, click on “Profiles” and check that your “User” and your “Organizational Unit” tabs are filled in correctly. You may also need to click on the “Select organization unit” button in the ribbon to choose the correct organisational unit. Once this is done, you can confirm “OK” in the yellow bar which ask you to check and confirm if everything is correct here. This is a one-time only thing you need to do.
Now you can edit your personal profile, but be aware that the data here is drawn from the Active Directory (AD) every night - so there are some fields that if you edit, they will be overwritten every night. These fields are primarily on the Organizational Unit tab, however. But even if you find an error, say, with your name, then we recommend not correcting it here, but contacting your ornganisation’s Service Desk or Helpdesk to have the infoirmation corrected right at the source - the AD. Why? Because the AD is an important data source for other applications, too. And not just for primedocs. So it makes sense to correct any errors in the AD, so that it is correct everywhere.
Beyond the two tabs mentioned above, you will also see the “primedocs” tab, which allows you to change the language of primedocs, change the interface colour and to change the primdocs instance (e.g. switch from the TEST to the PROD environments, if you have the rights or the need to do so).
There are more features to discuss here, but let’s save those for a later section where we look at all the functionality in depth.