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Version: 4.1 (2026 H2)

External Document

The External Document template type allows any file (e.g. a PDF, an Excel spreadsheet or a Word document) to be stored in primedocs and made available to users.

Double-clicking the entry in the primedocs template list opens the file with the application associated with that file type on the user's system. primedocs itself does not perform any document generation.

Use cases​

  • Providing reference documents (e.g. fact sheets, guidelines, forms as PDF)
  • Making available files that are not generated but used directly
  • Integrating non-Office files into primedocs template management

Creating​

  1. Switch to the administrator view and select «New Template».
  2. Give the template a name.
  3. Select «External Document» as the template type (category «Other»).
  4. Open the template editor and upload the desired file.
note

External documents do not support Document Functions or fields. The file is delivered unchanged.