This page explains the basic handling of templates and template groups.

Dealing with templates

Open

As a template administrator or layout designer, you can activate the administration view.

You will then have access to (1) more or all template groups and templates and (2) a longer ribbon with additional options:

New template

In the pop-up window, select the desired template type and then create the template in the template editor.

Edit template

The currently selected template can be opened in the template editor here.

Delete template

This button deletes the currently selected template after your client is synchronized the next time.

Copy or Move template

In the pop-up window, you can move the previously selected template to another group or copy or duplicate, respectively, the same template (to another group). Before you click on “Copy”, give the new template a different name.

Edit groups

You can edit the groups on the left-hand side as a layout designer. To do this, click on the “Edit groups” button.

Click on "Create new group" (1) and give it a name.

The name is multilingual when using several UI languages; the "Language presented" dropdown should therefore be changed when creating a new group and the name should also be set in the other languages.

If you would like to move the created group, you can do this either (A) by dragging and dropping the group to the desired position using the left button or (B) by using the arrow buttons on the opposite right-hand side.

You can delete a template group by (C) clicking on the recycle bin.

 

Open

Template up/down

This moves the selected template up or down within the group in which it is located.

Template Distribution

This button forces the distribution of all documents of the template type External file for distribution.

Importing templates

You can easily import a Word template (a .dotx file) into primedocs and then edit it using tools in primedocs Desktop.

To import a Word template into primedocs, create a new template by clicking on New template in the corresponding dialog.

In the template editor window that then opens, open the “Import Template Document” menu and select “Language independent” if you are only using one document language or the desired document language if you are using several document languages.

Then select the desired Word template (*.dotx) in the File Explorer, confirm with “OK” and save the template editor by clicking on “Save” or Ctrl + S.