Configuration
- Dinah Bolli (Unlicensed)
Document functions are plug-ins that are executed by the Document Engine when a certain event occurs. primedocs provides a variety of document functions that can be deactivated/activated or deleted within the template. To keep the performance as high as possible, it is recommended to activate only the most necessary document functions.
Global document functions are used to manage central settings of all document functions.
NOTE
The inheritance mechanism of the Document Engine can be used to override or transform configurations and to enable or disable document functions. More about this in this chapter: Inheriting document functions.
Organization and user fields
In primedocs, each user has configurable fields. Likewise, each organizational unit has configurable fields. A user profile is the composition of a user and an organization.
Organization fields
Fields of an organizational unit can be inherited down the hierarchy, so that, e.g., the company or the manager only need to be defined once globally. Organizational units can be assigned "color themes" in addition to text and image data.
In the new template world, this information can be accessed automatically. In the "classic" template world, this is configured via the Profile data and Themes document function.
Document functions
Below is a list of all document functions that can be used in primedocs templates. You can find more information about the different template types here. For global document functions, see Global Providers.
Id | Description |
|---|---|
These functions can be used to query content via a form. | |
Using these functions, content can be linked in order to integrate it in the document. | |
Placeholders can be defined via this function in layouts for Word as well as in PowerPoint master templates. | |
Defined placeholders, configured via the function Placeholder Definition on a parent template, such as a layout or a master template, can be provided with the respective data via this function. | |
This function is only available in PowerPoint Master Templates. Layouts can be defined via this function. |
Document functions in the “classic” world
Below is a list of all document functions that can be used in “classic” templates. You can find more information about the different template types here. For global document functions, see Global Providers.
Id | Technical name | Description |
|---|---|---|
Address cover sheet | Address cover sheet configuration | |
Cobra Address Plus interface | Needed to create documents from Cobra. | |
ARTS Integration | Uploading documents to the ARTS universal archive from Uptime. | |
Connect Interface Definition | Enables insertion of fields from Connect interfaces. | |
XML-Data Injector | Inserting Custom XML Parts in Office documents. | |
Debugger | Displays document data during document generation for troubleshooting. | |
Dokument parameter | Provides a configurable interface for document-specific details. | |
Document protection | Controls Word document protection. | |
Dynamics CRM Integration | Provides the ability to upload documents directly from Word to Dynamics CRM. | |
Library for advanced binding | Allows more complex document manipulation during document generation. | |
Extractor | Extracts data from the document during the save process. | |
Case file directory | Creation of title pages for file directories. | |
Formatting | Definition of formatting buttons in OneOffixx Word and Outlook Ribbon. | |
Forms | Creation of an input interface that can be filled in by the user. | |
DMS Integration | Definition of DMS integration scenarios. | |
Label data | Configuration of label sheets. | |
E-Mail Signature | Control of e-mail signatures. | |
Metadata | Allowing the insertion of custom document properties. | |
nest/is-e | Integration of the innosolvcity (NEST) / innosolvenergy (is-e) product. | |
primedocs PowerPoint | Control of the OneOffixx PowerPoint add-in. | |
PeoplePicker | Enables profile selection via LDAP. | |
Allows defining print properties. | ||
Profildaten | Passes the current profile information for document generation. | |
QR-Code Generator | Enables the creation of various QR and bar codes. | |
Recipient addresses | Address data input and search | |
Saving path definition | Controls name and location when saving to Word. | |
Scripts | Allows control and merging of OneOffixx document data. | |
E-Mail dispatch | Defines e-mail sending from the OneOffixx Word Ribbon. | |
Snippets | Provides options for using snippet functionality. | |
Template Distribution | Distributes files in the users' system. | |
Themes | Controls Word Themes for the corresponding organizational units. | |
Toolboxes in editor mode | Switching between color mode, grayscale and/or black and white within documents. |
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