SharePoint

primedocs integrates directly into Microsoft SharePoint document libraries. A primedocs button appears in the SharePoint toolbar, allowing you to create documents from primedocs templates and save them directly into the library — without leaving SharePoint.

How It Works

When you open a SharePoint document library that has the primedocs app installed, a primedocs button appears in the toolbar. Clicking it opens the primedocs web application. After you create a document, it is automatically saved into the document library you opened it from.

Creating a Document from SharePoint

1. Open the SharePoint document library where you want to save the document.
2. Click the primedocs button in the toolbar.
3. The primedocs web application opens. Select the desired template.
4. Fill in the form fields and click Create document.
5. The document is saved directly into the SharePoint document library.

note

You need a Microsoft 365 (Entra ID / Azure Active Directory) login to use the SharePoint integration. Only web-compatible primedocs templates are supported.

Requirements

The SharePoint app must be installed and configured by your administrator. See SharePoint Web Integration for technical details.