primedocs Basic is “primedocs in the web”. It runs entirely in the 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).
If your organisation has primedocs Basic, they will communicate the correct URL (web address).
This is the main entry page of primedocs Basic:
On the left of the screen, you can choose the start page (screenshot above), the “Templates” area, your “Favourites” (if you have set any) and “Knowledge” - which will lead you to this document and other information resources.
Across the top you have a search fields where you can quickly locate a specific template.
On the right you will see 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:
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:
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”:
Choose the category of templates you would like to use. In this example, I will choose “Correspondence”:
And then I will choose “Short Letter”:
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:
You can now open the downloaded document and work with it normally in Word:
And the same principle applies to PowerPoint presentations and Excel workbooks.