Finding templates

primedocs shows only the templates released for you. Which ones those are depends on your profile, your organisational unit and the permissions your organisation has granted. If a template you expect is missing, see Help and troubleshooting.

Applies to: primedocs Web, primedocs Desktop, web add-in. Template groups are defined centrally and are the same everywhere, but the presentation differs.

primedocs Web

Browsing folders

1. Open Templates in the navigation. Template groups appear as folders. The overview shows only the top level.
2. Click a folder. A folder can contain subfolders, they are listed before the templates. The breadcrumb above the list takes you back to any higher level.
3. Use the buttons at the top right to switch between List view and Grid view. If the window is wide enough, the Detail view with a preview of the template is also available.

Templates from subfolders

In a folder with subfolders, Filter offers the switch Templates from subfolders. The list then also shows the templates of all folders below, each with its path from the open folder. The note With subfolders appears above the list. Its cross hides the templates from the subfolders again.

Searching

Type into the search box at the top. Inside an open folder primedocs first searches only that folder. Under Filter you can widen the search to all templates and restrict it to template types, for example only Word or only e-mail.

When searching all templates, the first hits appear directly below the search box. Use the up and down arrow keys to pick a hit, Enter opens it. With no hit picked, Enter shows all hits on a page of their own. Escape closes the hit list.

Favourites and recently used

• Click the star next to a template to mark it as a favourite or remove the mark.
• In the header of the template overview, switch between Templates, Favourites and Recently used.
• The start page shows favourites and recently used templates directly, plus new and changed templates of the last few days under News.

primedocs Desktop

Browsing template groups

1. Switch to the Templates tab.
2. Choose a template group on the left. The templates of the group appear in the middle, the preview of the selected template on the right.

Template groups can contain sub groups. The arrow in front of a group expands and collapses its sub groups, with the keyboard use the left and right arrow keys. The number after a group also counts the templates of its sub groups. The Filter box above the groups shows only groups whose name contains all the words entered.

Only groups that contain templates released for you, themselves or in a sub group, are shown. The selection also depends on the chosen profile and document language.

Templates from sub groups

In the ribbon, under Template filter, turn on Show templates from sub groups. The list then also shows the templates of all sub groups of the chosen group. An info icon in the list header points this out. Templates from a sub group show the path of their group, in the detail view after the language, in the compact view as a folder icon with the path as tooltip. The option stays on until you turn it off.

Searching

Type into the search box in the ribbon. Template names, descriptions, group names, tags and tag descriptions are searched.

The arrow button to the right of the search box (Advanced template search) searches name, description, tags and tag description separately. Without an asterisk a value must match exactly, with an asterisk at the start or end a part is enough, e.g. *letter*. Separate several tags with a semicolon. Only templates that match all filled-in fields are found.

Favourites

Select a template and click Add to favourites. It appears with a star in the Favourites group. Remove favourite takes it out again. The Recently used group fills itself.

Desktop shortcut

For a template you need every day: select it and click Desktop shortcut. Double-clicking the shortcut starts the template directly, without opening primedocs first.

Web add-in

In the task pane

In the task pane of new Outlook and in the Office web add-in for Word, Excel and PowerPoint, Favourites and Recently used appear as pinned rows at the top of the template overview. The folders follow below. Search works as in primedocs Web. In Word, Excel and PowerPoint the add-in only shows the templates of the open application.

On narrow screens the navigation moves into the header bar. In Outlook Mobile it is not shown.

Searching by tag

In primedocs Web and in the web add-ins, tags: in the search term restricts the search across all templates to templates with specific tags:

Input	Finds templates
tags:Finance	with the tag «Finance»
tags:Finance;Contract	with both tags
tags:Finance|HR	with at least one of the tags
tags:"New customers"	with a tag that contains spaces
Quote tags:Finance	with the tag «Finance» whose name or description contains «Quote»

; links tags with «and», | with «or». Both can be combined: tags:A;B|C finds templates with A and B, or with C. Upper and lower case do not matter, neither for tags: nor for the tag names.

Search history

primedocs Web and the web add-ins remember your last searches across all templates in this browser, separately for each data source. Click into the empty search box and your last searches appear. An entry opens the results of that search with the filter chosen at the time, the cross next to it removes it. In the search history, too, you pick with the arrow keys and Enter.

If something does not work

You see	What helps
An expected template is missing	Check profile and document language and synchronise in primedocs Desktop. If it stays missing, ask support to check the release. See Help and troubleshooting.
The search finds nothing	In primedocs Web, widen the search scope to all templates under Filter or shorten the search term.

For advanced users

Template groups, their sub groups and the permissions are maintained centrally by the layouter or administrator. Users do not create their own groups. Favourites and Recently used are the only personal groups, in primedocs Desktop they are always at the top. Whoever manages templates works in the administration view of primedocs Desktop.