Generate letter

To generate a document from the letter template, double-click on the corresponding template.

You can find more ways to generate a document here: primedocs desktop - Templates tab | Create a new document

Open

Filling out the properties dialog

The Properties dialog, also known as the Forms dialog, opens a window with a data input screen. Properties for a specific document (e.g. recipient, subject, date, enclosures) are entered here and entire documents are compiled depending on the template.

Complete the required information. Fields that you have to fill in are marked accordingly.

Use the tabulator to navigate easily from field to field. As soon as you have entered all the properties, click OK. You also have the option of accessing the properties dialog directly from the created document at a later time and adjusting it.

Let's take a look at a specific example:

 

Open

 

Design colors

This dropdown (1) is only displayed if several designs are available for the organization to which your profile is assigned.

Recipient

The recipient of the letter is entered in this section. This "container" allows you to create objects (such as recipients) and search for objects in various data sources such as tel.search, Excel files or other customer-specific data interfaces.

Here you can choose whether you want to enter the recipient manually (2) or search for them in one of the data interfaces (3).

You can find out exactly how this is done below:

• Enter recipient (2)

• Get recipients from data interfaces (3)

The names of the "Recipient" section in the example may differ from the names in your solution.

Remaining properties

In this example, the remaining properties such as subject, date, enclosures and the co-signer are specified in the Parameters section.

Find out here how you can create a profile that already contains the desired additional profiles for signatures before the document is generated: primedocs desktop - Organization tab | Create new profile and add additional profiles

Properties: Recipient

Create recipient

Would you like to create a new recipient manually? Click on the +Create button (2) in the Recipients section.

Add recipient from data interface

Would you like to add a recipient via a data interface? In the Recipients section, click on the Add button from [Name of data interface] (2).

Search for recipient

Fill in the available search parameters. The more information you enter, the better the search results will be. Then click on Search.

Select recipient/s

The recipients that match your criteria are now displayed in a list. You can now select individual or multiple recipients (this depends on the configuration of the template). Select a recipient by ticking the corresponding entry.

To accept the selected recipients, click on Add selected entries.

Return to the search by clicking on the "Back" button.

Recipient overview

The selected recipients are now displayed in the properties dialog.