primedocs web.


primedocs web runs entirely in your web browser; on your PC, your mobile phone or your tablet. This way you can create documents from primedocs anywhere.

If your company has primedocs web, you will be informed about the correct web address.


This is the homepage of primedocs web. If you have already used primedocs web, it displays the templates that you last used.

Navigation bar

On the left of the screen you can navigate to the homepage, the Templates area, your Favourites or your favorite templates, respectively, and Knowledge. The latter will lead you to the primedocs Help and to primedocs AI.

Top bar

Across the top you have a search field where you can quickly locate a specific template.

On the top right you see an area with your name and a button to the right of it. This button leads you to the user settings and the profiles.

Profiles

In this example the user has one profile. By clicking on a profile you navigate to its overview and settings page.

By clicking Add profile you can create more profiles (e.g., in case you have several roles in your company and if you would like to sign a letter depending on your role).

Learn more about profiles here: primedocs desktop - Organization tab | Profile management

User settings

By clicking on User settings you can then make the following settings:

  • The interface language in which primedocs web is shown

  • The document language that should be preselected when creating new documents

  • The color theme

Finally you can complete your user data in all languages activated by your company.

If you are using primedocs web for the first time, we recommend that you check your data in the user settings and complete the empty fields. The data entered here will be inherited by the profile and displayed in the documents created, depending on the template.

If the data is incorrect, please contact your company administrator.

After you made your settings, click on Save.


Templates

Click on Templates in the navigation bar.

Templates group overview

If you hover over a template group, the Open button (1) appears. Click on the Open button (1) to open the template group. This will take you to the templates in order to eventually create a document.

Templates overview

From a template group, you can use the Back button (1) to return to the overview of all template groups.

If you move the mouse over a template, the Use button (2) appears. Click on Use to create a document from this template.

You can add a template to your favorites using the button with the star icon (3). Find out more below.

A preview image (4) is also displayed on the right-hand side if one has been created.

Create a document

Learn here, how you create document: https://primesoft-group.atlassian.net/wiki/x/BoCQH.


Favorites

The favorites that have been selected in the Templates area can be found in this area.

Here you can also remove templates from the favorites by clicking on the star icon (1). You can also create a document from here (2):


Knowledge

In the Knowledge section, you will find important links (A) as well as a preview of the primedocs AI (B), which can help you when editing a document created with primedocs.

Under Important links (A), click the Open button (1) to go to the start page of the primedocs user manual. Here you will find everything you need to know about primedocs, regardless of whether you are an end user, template creator or administrator.

The primedocs AI (B) is particularly suitable if you are currently creating a document or an article. Ask the AI (artificial intelligence) a question or give it a text for revision with as precise an instruction as possible (prompt). Then click on Generate (2). You can cancel an ongoing request by clicking on the cross button directly next to it. The response then appears in the lower area (3).

The generated response can be edited using the buttons (4-8): Translate the answer into English (4), French (5) or German (6). If you want to see a longer answer, click on the button (7). If you want the AI to give you a shorter answer, click on the button (8).

 

PrimeSoft AG, Bahnhofstrasse 4, 8360 Eschlikon, Switzerland