Layouter Documentation

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

Layouters build and manage 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 this section covers

The order matches the navigation:

• Overview — The administration view, template editor, global translations and global configurations
• Ribbon groups for template editing — The buttons for editing a template in Word, Excel and PowerPoint
• Templates — Template types, permissions, status, tags, versions and Word content template specifics
• Document Functions — Forms, Fields and further functions configuration
• Snippets — Reusable content blocks (WordContent and FormattedText)
• Organizational Units — Management, colour themes, font themes and signature rules
• Best Practices — Tips and conventions for effective template creation
• Accessing primedocs fields — Field types per Office application, data binding and colour coding of content controls
• Code (JavaScript) — The Code tag in Fields and the JavaScript API for computing field output

Prerequisites

Creating and editing templates requires template administrator permissions. They are granted by the primedocs administrator in the Admin Dashboard.