Guides
One page per task. Each page first states in which access point the task is possible and what needs to be set up, then the steps follow. Where primedocs Web and primedocs Desktop differ, both routes stand side by side.
Creating documents
- Finding templates: folders and groups, search, favourites, desktop shortcut
- Creating a document: fields, recipients, sensitivity, profile and language, preview, output
- Finishing a document in Word: changing details afterwards, Quick Check, format, print and send, Dispatch Manager
- Starting from a business system: when your business system (GEVER records management system such as CMI or Fabasoft, ERP, CRM) calls primedocs
Content and sender
- Inserting and managing snippets: reusing text blocks, tables and images
- Profiles and deputisation: several roles, sharing a profile, signing for others
- E-mails and signatures in Outlook: e-mail templates, switching signature, campaigns
PowerPoint and Excel
- Presentations with PowerPoint: inserting slides and images, agenda, arranging, sending slides
- Workbooks with Excel: applying the design, sheets and charts in the corporate design
Integrations
Environment and help
- Working offline and synchronisation: what primedocs Desktop can do without a connection
- Settings and connected services: language, colour theme, signing in to services
- Keyboard shortcuts and accessibility: operating primedocs Desktop and the Office add-ins without a mouse
- Help and troubleshooting: when something is missing or wrong