Office web add-in at a glance
The Office web add-in brings primedocs to Word, Excel and PowerPoint, in the browser as well as in the Office applications on Windows and on the Mac. It opens as a side pane, the task pane, and creates new documents from templates without primedocs Desktop having to be installed. Outlook has its own add-in, see Outlook web add-in at a glance.
Opening
In Word, Excel or PowerPoint, click the primedocs button in the primedocs group on the Home tab. Depending on the installation, the group also carries a name prefix, for example «Test primedocs». On first opening, the add-in asks you to sign in. If your organisation has set up sign-in via Microsoft 365, it signs you in automatically.
Layout
The task pane shows the same interface as primedocs Web, adapted to the narrow width:
| Area | Content |
|---|---|
| Templates | Entry page of the add-in. There is no start page. Favorites and Recently used are pinned as rows at the top, followed by the folders. Search and filter work as in primedocs Web. |
| Template form | Profile, Language and the fields of the template as in primedocs Web. At the bottom the Create & open button. |
| User menu | Settings, profiles and the other entries as in primedocs Web. |
Only web-capable templates are shown, and only those of the application currently open: Word templates in Word, Excel templates in Excel, PowerPoint templates in PowerPoint.
Creating a document
- Open the template in the overview or via the search.
- Check Profile and Language and fill in the fields.
- Click Create & open. primedocs creates the document and opens it in the same application as a new document, a new workbook or a new presentation.
The web add-in does not offer further outputs such as downloading, saving to OneDrive, series creation or the outputs a template provides for primedocs Web.
Differences to the Office COM add-ins
The web add-in creates new documents. The primedocs tab of the Office COM add-ins with its functions for an existing document is not available there. These include snippets, changing the profile or language afterwards and the Dispatch Manager. In return, the web add-in also runs in the browser and on the Mac and needs no local installation.
The setup for administrators is described in Office Web Add-In.