What is primedocs?

primedocs is your central tool for creating business documents — letters, contracts, reports, presentations, and emails. Instead of creating every document from scratch, you select a template and primedocs generates a correct, consistent document from it.

primedocs performs three tasks in doing so:

• Template management — primedocs is your central repository for templates. Here you find all the templates you are authorised for, and from here you start creating documents.
• Document creation automation — primedocs "knows" you and automatically fills in your sender details, for example. You can set up multiple profiles if you hold several roles, and switch between them at any time.
• Content reuse — frequently used content — from individual paragraphs to entire documents — can be inserted into any Word template or email with a double-click via the Snippet function.

Structure: three parts

primedocs consists of three parts, two of which you see directly as a user:

• The primedocs application — can be opened from the Start menu like Word or PowerPoint. Here you find your templates and manage your profiles. Available as a desktop application and as a web application.
• The Microsoft Office add-in — a dedicated tab called primedocs in Word, Outlook, PowerPoint, and Excel. With it, you edit generated documents in a CI/CD-compliant way.
• The primedocs server — works in the background. It runs either on your premises (on-premises) or is operated as software-as-a-service (SaaS). As a user, you do not come into direct contact with this part.

What's next?

If you are using primedocs for the first time, we recommend the following order:

1. Understand the four basic principles — the foundation everything builds on.
2. Login and first start — start primedocs and choose your organisational unit.
3. Set up your user profile — check and complete your data.
4. Create a document — your first document in three steps.