primedocs web runs entirely in your web browser; on your PC, your mobile phone or your tablet. This way you can create documents from primedocs anywhere.
If your company has primedocs web, you will be informed about the correct web address.
Homepage
This is the homepage of primedocs web. If you have already used primedocs web, it displays the templates that you last used.
Navigation bar
On the left of the screen you can navigate to the homepage, the Templates area, your Favourites or your favorite templates, respectively, and Knowledge. The latter will lead you to the primedocs Help and to primedocs AI.
Top bar
Across the top you have a search field where you can quickly locate a specific template.
On the top right you see an area with your name and a button to the right of it. This button leads you to the user settings and the profiles.
Profiles
In this example the user has one profile. By clicking on a profile you navigate to its overview and settings page.
By clicking Add profile you can create more profiles (e.g., when you have several roles in your company and depending on your role you would like to sign a letter).
Learn more about profiles here: https://primesoft-group.atlassian.net/wiki/spaces/PD/pages/12025866/primedocs+app+-+Organization+tab#Profile-management
User settings
By clicking on User settings you can then make the following settings:
The interface language in which primedocs web is shown
The document language that should be preselected when creating new documents
The color theme
Finally you can complete your user data in all languages activated by your company.
If you are using primedocs web for the first time, we recommend that you check your data in the user settings and complete the empty fields. The data entered here will be inherited by the profile and displayed in the documents created, depending on the template.
If the data is incorrect, please contact your company administrator.
After you made your settings, click on Save.
Templates
In the navigation bar, click on Templates.
Select template group
Choose the template group, from which you would like to create a document. In this example, we are in the template group “Correspondence”:
Select template
To select a template, simply click on the gray area that appears when you hover over a template.
Create document
Now complete the form with e.g. subject, dates and recipients. This information is required so that the document can be created correctly. Some fields may need to be filled in - if they are empty, the document cannot be created.
When you are finished, click on Create & Download.
Download document
The document has now been created. As primedocs web is device-independent, the file is downloaded from your browser to your device.
The document is now in the corresponding Office format and can be sent by e-mail depending on the environment on your device
You can now open and edit the downloaded document with the corresponding Office app or use it for other purposes.
If the Windows app primedocs desktop is not installed, no primedocs AddIn is displayed in the Office products. This means that the document created can only be edited with the corresponding Office product.
The same applies to PowerPoint presentations and Excel workbooks.
