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Version: 4.0 (2026 H1)

Excel Template

Excel templates in primedocs enable the generation of pre-filled Excel workbooks from primedocs templates. They are created and maintained in primedocs Desktop, versioned, and made available to users based on permissions.

Creating a Template​

  1. In primedocs Desktop, activate the Administration View.
  2. Click New Template and select Excel Template from the Microsoft Excel category.
  3. Give the template a name and click OK.
  4. In the Template Editor, open the Editor to edit the Excel file.
  5. Design the workbook: add sheets, define named ranges, and insert primedocs placeholders where dynamic content should appear.
  6. Configure Document Functions as required.
  7. Save the template editor and set the template status to release the template.

Placeholders in Excel​

Dynamic content is inserted using named ranges or content controls that follow the primedocs naming convention. At generation time, the primedocs engine fills in the values from profile data, form inputs, or connected data sources.

Supported Document Functions​

Excel templates support, among others:

  • Forms — query user input before generation.
  • Fields — map data to placeholders via JavaScript.
  • Data — connect to external data sources.
  • Global Providers — apply global configuration and translations.
note

Some Document Functions that depend on Word-specific features (e.g. Placeholder Definition/Mapping for headers and footers) are not applicable to Excel templates.

Permissions and Versioning​

Excel templates use the same permissions and versioning model as all other template types in primedocs.