There are numerous fields available in primedocs. primedocs fields are text containers that have an Id. The content of these fields is determined by the document functions and/or by a Connect call during generation.

Web-enabled templates

In primedocs templates you can automatically access all profile data of the current user. To enable user input there is the Forms document function. If data needs to be merged or transformed, the Fields document function can be used.

How to insert a Forms field in the template

1. Create a field in Forms.

2. Open the Word template in primedocs.

3. Place the cursor in the correct position in the document.

4. Click on ‘Bind field’.

5. Select the Forms field from the drop-down list in the ‘Select field’ dialogue.

6. Confirm the selection by clicking on ‘Insert’.

Open

“classic” templates

Some typical examples of primedocs fields - in the "classic" template world:

These fields can be accessed from the document functions Scripts and Library for advanced binding (Extended bindings). They are stored in the generated document in the CustomXMLPart named OneOffixxDocumentPart.

Finally, it must be possible to reproduce the contents of the fields in the templates. Below is listed how this content is transferred to the documents in different scenarios.

“Classic” Word

In Word, primedocs fields are inserted with "Plain Text Content Controls". The primedocs classic Word add-in must be used as follows:

1. Click on “Link content”

2. Place cursor to the right position in the document

3. Search the right field in the Content Controls pane and paste it by double clicking.

Open

Word-Felder

Word itself also offers fields, for example, the page number, the document name or the print date. These already existed before Word 2007 and can be inserted with Ctrl+F9 or via Insert → Quick Parts → Field.... There are scenarios where it is desired that these fields are updated.

In the following situations, the Word fields are automatically updated:

• When clicking on one of these buttons in the primedocs ribbon in the "Completion" group: Print, Send, Preview, Save PDF
  The update also takes place when "Cancel" is selected on any subsequent dialog.

• When opening the document, if the user-defined document property "OORefreshFieldsOnOpen" is of type Boolean (Yes or No) and true (Yes).

• When Saving the document, if the user-defined document property OORefreshFieldsOnSave is of type Boolean (Yes or No) and true (Yes).

The mentioned custom document properties can be set via the document function Metadata.

Outlook

Content

• HTML: with "Plain text content controls", analogously to Word.

• RichText: with RichText bindings; {IdDesOneOffixxElements}

• Text: with text bindings; {IdDesOneOffixxElements}

These three types can be inserted via the primedocs Outlook add-in as follows:

To, Cc, Bcc and subject field

In e-mail templates the To, Cc, Bcc and subject fields are inserted with bindings: {primedocsElementId}. Here primedocs fields can also be composed of other text.
Examples:

• {DocParam.Subject} becomes Anfrage

• Nr.: {DocParam.ProjectNo} becomes Nr.: 110475

• {CustomElements.SmsPhoneNumber}@smsservice.mycompany.com becomes 41123456789@smsservice.mycompany.com