Start primedocs for the first time

As soon as primedocs is installed and the application is started for the first time, the setup wizard appears. Click Next here.

Open

Open

In principle, you should already be assigned to an organizational unit. If this is not the case, you can view the organisational units released for you here in the next step.

Select your organizational unit and click on Done.

If no organizational unit is displayed, please contact your company's IT support. They can carry out the corresponding authorisation.

Select the Organization tab. You will find your user data in the Users category in the area on the left. Check all personal details here and complete them if necessary. Confirm the check of your data with Everything ok in the yellow info bar.

If you see incorrect data in the user area, contact your internal IT support to have the data corrected in the source system that synchronizes your data to the primedocs client (usually the Active Directory). You cannot overwrite data in the user area because the data fields with the link symbol are synchronized with the Active Directory every 24 hours and any overwriting is deleted again.

If you would like to change your profile data, read more about your profiles here: primedocs desktop - Organization tab | Default profile

The primedocs app contains two main parts: the tab Templates and Organization.

Templates tab

In the Templates tab, you will find all templates for all Office applications that have been implemented for your company.

Templates area

The templates are sorted by group in the area on the left. When you select a template group, you get an overview of the individual templates that are stored for you in this group.

Preview

When you click on a template, the preview for a document generated from this template opens to the right of the template list.

Read more about how to generate documents here: primedocs desktop - Templates tab | Create a new document

Organization tab

The Organization tab is the area where you manage your profiles.

Area Profiles

Click on the Profiles area, where your profile data is located. Your profile is divided into two sections in the middle: Your personal data (User tab) and the data that comes from your organizational unit (Organizational units tab). You can rename your profile as you wish in the "Name" field at the top.

After you have made changes to your profile, don't forget to save your changes before leaving the tab by pressing the Save button or the Ctrl+S key combination.

Find out how to manage your profiles here: primedocs desktop - Organization tab | Profile management

primedocs tab

In addition to the two tabs mentioned above, there is also the "primedocs" tab. Here primedocs offers you even more options.

Account menu

• Under User information you can see whether you are connected to the primedocs server.

• Under Change data source, you can change the primedocs instance (e.g. from the test database to the prod database) and reset the data source. The latter means that temporary data (the cache) is deleted and all data is retrieved from the database again. This is usually only carried out by the PowerUser in your organization or by PrimeSoft Support.

Options menu

Here you have the option of personalizing your primedocs client in terms of interface color and display language (if available):

• Select skin: Select a color theme.

• Start automatically: Indicates whether primedocs is started automatically when your device is started. If you have any questions, please contact your support team.

• Hardware acceleration: The primedocs client uses the hardware acceleration of Windows and its graphics driver. If there are any display problems, please contact your support team.

• Languages: Change the interface language of primedocs here. The available languages vary depending on the customer solution.

Help menu

Here your organization’s primedocs administrator or PrimeSoft Support can view useful information. You will also find

• primedocs user manual: the button opens your browser and leads to this primedocs user manual.

• Send report: this button is used to package log and diagnostic data and, if configured, can then be sent to your organization's administrator or to us directly.

• primedocs log files: the log directory contains all log files and is usually only opened by your organization’s administrator or PrimeSoft Support in the event of application errors.