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Version: 4.1 (2026-H2)

External Document

The External Document template type allows any file (e.g. a PDF, an Excel spreadsheet or a Word document) to be stored in primedocs and made available to users.

Double-clicking the entry in the primedocs template list opens the file with the application associated with that file type on the user's system — primedocs itself does not perform any document generation.

Use cases​

  • Providing reference documents (e.g. fact sheets, guidelines, forms as PDF)
  • Making available files that are not generated but used directly
  • Integrating non-Office files into primedocs template management

Creating​

  1. Switch to the administrator view and select «New Template».
  2. Give the template a name.
  3. Select «External Document» as the template type (category «Other»).
  4. Open the template editor and upload the desired file.
note

External documents do not support Document Functions or fields — the file is delivered unchanged.