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Version: 4.1 (2026 H2)

Excel Template Types

Excel templates in primedocs enable the generation of pre-filled Excel workbooks.

Template typeDescription
Excel TemplateStandard template for primedocs Web and the Office Web Add-In. Recommended for all new templates.
Excel Template (classic)Existing template type for primedocs Desktop.
note

For new templates, use the Excel Template type: it is compatible with all primedocs touchpoints — including the web client and the Office Web Add-Ins. The Excel Template (classic) type remains available for existing templates.