Highlights primedocs Release 4.0.3

For administrators

.NET 8 Update

From version 4.0.3... .NET 8 is required on the server side.

Server-side cache reset

A ClientCacheResetMarker can be set via the DataSourceAdminApp (Dashboard). If this is set, the desktop clients will discard their previous cache during the next synchronisation. However, this option should only be used in an emergency if the regular synchronisation fails.

Open

MSI parameters

Until now, certain settings, such as the ribbon position, could only be overwritten via the registry. This is now also possible via MSI parameters.

🚀 New Release Logging in the dashboard

With version 4.0.30043.0, you can also access log information in the dashboard:

Open

The prerequisite is that the attribute databaseLoggingEnabled=true is set in the primedocs.config and the NLog.config files have not been adjusted.For template creators

For template creators

APIs for nested text modules, numbers and setting the update behaviour

With version 4.0.30024.0, more complex templates can be mapped using new features:

• Text modules can define placeholders for other text modules.

• The update behaviour in the open, generated document can be controlled.

• Numbers can now be formatted more easily.

  • 🚀 New Release In version 4.0.30043.0, additional functions have been added to make it easier to override the decimal separator and thousands separator.

🚀 New Release Output management

In version 4.0.30043.0 it is possible to define actions which the user can select during document generation. This makes it possible to automate certain processes, e.g. documents for the project must always be stored in the X folder.

For users

🚀 New Release “Dark mode” in Office

With version 4.0.30043.0, the “dark mode” of Office is now also correctly supported:

🚀 New Release Document name selectable in the app

If you create a document with version 4.0.30043.0 for OneDrive or via Teams or SharePoint, you can now choose the document name.

🚀 New Release Send a PDF directly from the ribbon

A document can now also be sent directly as a PDF via the primedocs ribbon:

Multilingual preview images in the app

If multilingual preview images are stored, these are now also displayed in the app.

AI Prompts (Preview)

With version 4.0.30024.0, administrators can now store predefined actions for the AI, which the user can select directly (e.g. translate the selected text into English).

🚀 New Release As of version 4.0.30043.0, lists and tables are displayed correctly in the preview.

Outlook function mailboxes & automatic profile change

In version 4.0.30024.0, administrators can activate an Outlook feature which helps to ensure that the correct signature is used when using a shared functional mailbox.

Highlights primedocs Release 4.0.2

For users

Profile sharing for all

Users can now share their profile with all other users with just one click when sharing their profile:

In the dropdown for selecting the profile, up to ten external profiles are now displayed next to the pinned profiles.

PowerPoint Add-In

Do you know this? You have finished a presentation and now want to create a table of contents to give your audience an overview at the beginning. To do this, you have to create a new slide and painstakingly list each title. If you also want to insert links per slide so that you can jump to a slide, this will take another half hour.

With the primedocs add-in for PowerPoint 4.0.20113 and higher, you can create your table of contents in seconds! Take a look at the demo:

Outlook Add-In

Microsoft released a new web-based Outlook client in Q1 2024.
From version 4.0.20101, the corresponding primedocs add-in is now available to open email signatures and email templates with primedocs.

For templaters

Build templates efficiently

Insert content controls into templates

As of version 4.0.20101, templating has become miles more efficient: create new fields and forms fields and get the new fields into your open template in Word, PowerPoint or Excel without having to close the template first. Take a look at the demo:

Troubleshooting

Your document doesn't look the way you expected it to? When solving problems with template construction, it is often valuable to have an overview of what data was returned by forms or fields when creating a document and exactly which styles are available. The developer tools show you this data clearly. The button can be found in the primedocs tab → ‘Template editing’ group.

Create preview images for templates

From version 4.0.20101, you will find the Generate preview images button in the same group. This allows you to create preview images for web-based templates in no time at all.

Take a look at both features in the demo:

Style Usage

Im Dashboard kann ab 4.0.20045 eine Style Usage-Statistik heruntergeladen werden: eine Excel-Datei, die zeigt in welchen Vorlagen und Textbausteinen welche Styles vorkommen.

Style Usage

As of 4.0.20045, style usage statistics can be downloaded from the dashboard: an Excel file that shows which styles are used in which templates and text modules.

Outlook Add-In

The primedocs Outlook add-in for the new web-based Outlook client offers new template types for building web-based e-mail signatures and e-mail templates with primedocs. The documentation for building templates for web-based e-mail templates is still being worked on.

Snippets

primedocs offers two types of snippets for creating templates from 4.0.20063 onwards: WordContent and FormattedText.
WordContent is suitable if longer text sections need to be changed due to a selection in forms.
FormattedText enables the realisation of text sections using HTML. Together with dynamisation via JavaScript, letterheads with different styles can be displayed in a content control, for example. Take a look at the demo!

Data interfaces

In Forms, the document function that enables forms in your templates, data interfaces can now be created so that users can use data from your most important specialised applications in documents. The data can come from CSV files, Excel files, the web (HTTP API) or SQL databases.

From 4.0.20152 there is a new data interface: the ExistingListDataProvider. Users can upload their own Excel files and then select the data entries from a list to use them in the document. Take a look at the demo:

Document functions

From version 4.0.20081, every document function for web-based templates can be entered in the global configuration. You are supported during configuration and your entries can be validated by the system. Read more about this here: “Globale Konfigurationen | Why a Typing?”

The second column can also be made wider or narrower in the global configurations from 4.0.20122. This setting is of course saved:

For administrators

Database export and import via DACPAC (preview)

Previously, it was possible to create an export of the entire database in the Admin Dashboard. However, the resulting .zip file could only be imported to other environments if they had the same version as the original server. This is now a thing of the past: from 4.0.20184, you can also export a .dacpac file instead of a .zip file. Any migration steps due to different versions are handled better, and this file can be imported again both via the Admin Dashboard and via SSMS (SQL Server Management Studio) / Azure Data Studio. This is therefore a more flexible import/export function. This function is currently a preview.

primedocs Connect

It is now also possible to partially or fully automate your document generation process with web-based templates: Data from third-party applications is sent to primedocs, primedocs creates a document and this is then saved as a PDF in a defined location. Documents can also be created on the server side via the Connect API.

Read the relevant pages in the technical documentation: “primedocs Connect”

New APIs

New APIs enable access to data in primedocs:

• “Admin API” provides interfaces for user, profile and organisation management.

• Via “Connect API” third-party systems can utilise primedocs document generation on the server side via the “primedocs Connect” interface.

User onboarding and offboarding

There have been some enhancements to the user administration in 4.0.20031: User onboarding allows you to create several users at once and to automatically assign users who log in to primedocs for the first time to the correct organisational unit.

You no longer want to manually delete all users who are no longer in the AD from primedocs? No problem! With user offboarding from 4.0.20184 onwards, you can configure user synchronisation so that users are automatically deleted after a defined number of days on which their AD user is unavailable.

Client-server synchronisation

Do you have a large database with many templates and text modules? From 4.0.20051 the lazy loading cache feature is available, which ensures that clients only load this data when it is used.

Position of tabs in Office applications

You can now also set the position of the Word, PowerPoint and Excel tabs via MSI parameters.

More highlights

Accessibility

is a top priority for us. That's why primedocs desktop now has even better screen reader support.

Data interfaces in forms

Use data interfaces from version 4.0.20030 in your forms so that you can easily retrieve data (e.g. recipients) from your specialised applications:

Create documents via CMI Web

Create documents directly from the CMI WebApp from version 4.0.20030!

All versions

• Version 4.0.2

• Version 4.0.1