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Version: 4.0 (2026 H1)

Templates

primedocs templates can be divided into these four office applications:

  • Word
  • Outlook
  • Excel
  • PowerPoint

Designs​

Designs offer a global definition of the fonts and colors specified in your CI/CD for your entire primedocs solution. The designs are not a template type, but are the basis for all template types in the template hierarchy.

Designs are divided into Font themes and Color themes and are used in the respective Office application in the primedocs tab:

  • The design fonts define both the fonts (body text and headings as well as additional ones) and the bullet points. The latter is only used in PowerPoint and Excel.
  • The design colors represent all colors defined in your CI/CD. These are displayed in the lists using the Fill Color, Line Color and Text Color buttons.

The designs are defined in the organizational unit. Since a profile belongs to an organizational unit, different departments can be shown different color palettes and fonts.

tip

The designs are already defined by us in the primedocs implementation project in accordance with your CI/CD. Therefore, they only need to be changed in fundamental redesign projects.

Template Groups and Template Handling​

As a template administrator or layout designer, you can activate the administration view.

After activating the administration view, you will have access to more or all template groups and templates, as well as a longer ribbon with additional options:

New Template​

In the pop-up window, select the desired template type and then create the template in the template editor.

Edit Template​

The currently selected template can be opened in the template editor here.

Delete Template​

This button deletes the currently selected template after your client is synchronized the next time.

warning

IMPORTANT
Templates deleted in the client are deactivated in the dashboard and can therefore be restored. However, deactivated templates can also be permanently deleted in the dashboard.

Copy or Move Template​

In the pop-up window, you can move the previously selected template to another group or copy/duplicate the same template (to another group). Before you click on "Copy", give the new template a different name.

Edit Groups​

You can edit the groups on the left-hand side as a layout designer. Click on "Create new group" and give it a name.

Template Up/Down​

This moves the selected template up or down within the group in which it is located.

Importing Templates​

You can easily import a Word template (a .dotx file) into primedocs and then edit it using tools in primedocs Desktop.

To import a Word template into primedocs, create a new template by clicking on New template in the corresponding dialog.

In the template editor window that then opens, open the Import Template Document menu and select Language independent if you are only using one document language or the desired document language if you are using several document languages.

Then select the desired Word template (*.dotx) in the File Explorer, confirm with OK and save the template editor by clicking on Save or Ctrl + S.

note

Note that headers and footers are ignored by the imported document if the template is based on a layout.