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Version: 4.1 (2026 H2)

Export as Template

To equip an existing application that is compatible with Word, PowerPoint or Excel templates with primedocs templates, primedocs templates can be exported for third-party systems. This produces a "normal" template file (.dotx, .potx or .xltx) stamped with a piece of meta information. When a user creates a document from it, primedocs automatically applies the current user profile, so that user and organization data is always up to date.

Prerequisites​

  • The export is triggered from the template editor in the desktop client (primedocs tab). The function is not available in primedocs Web.
  • The template must be published.
  • Only Word, PowerPoint and Excel templates are supported. Other template types (e.g. e-mail templates) cannot be exported this way.
  • For the profile data to be refreshed when the exported file is opened, the primedocs Office add-in must be installed on the target system.

Exporting a template​

  1. Open the template in the template editor in the desktop client.
  2. In the primedocs tab, choose the Export for external systems action.
  3. In the dialog, specify:
    • Language – the language the template is exported in.
    • Profile – the profile whose data is applied during export (default: the default profile).
    • File location – target path and file name of the exported template file.
  4. Confirm the export. A template file in the format .dotx (Word), .potx (PowerPoint) or .xltx (Excel) is produced.

Meta information and behaviour when opening​

The exported file is stamped with a document property that marks it as "exported for third-party systems". The first time it is opened as a document (not as a template), the primedocs Office add-in detects this marker and automatically updates the document based on the profile currently selected in the client: profile and organization data, the color theme and the Office properties are re-applied. The marker is then removed, so the refresh happens only once — on first productive use.

note

Layout changes made in primedocs after the export do not automatically affect templates that have already been exported. A new export is required whenever the template changes.