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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 (the default profile is preselected).
    • 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.