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Version: 4.1 (2026-H2)

Layouter Documentation

This section is for template designers and layouters who create and maintain primedocs templates.

As a layouter, you are responsible for building and managing the templates that users generate documents from. This includes Word, Outlook, PowerPoint, and Excel templates, as well as snippets, document functions, and organizational unit configuration.

What you will find here​

  • Overview - The administration view, template editor, global translations, and global configurations
  • Templates - Template types, permissions, status, tags, versions, and Word content template specifics
  • Snippets - Reusable content blocks (WordContent and FormattedText)
  • Document Functions - Forms and Fields configuration
  • Organizational Units - Management, color themes, font themes, and signature rules
  • Best Practices - Tips and conventions for effective template creation

Prerequisites​

Before you can create or edit templates, you need template administrator permissions. Contact your primedocs administrator to have these set in the Admin Dashboard.