SharePoint

In a SharePoint document library with primedocs, the primedocs button appears in the toolbar. With it you create a document from a template, and primedocs saves it directly in this library.

Applies to: primedocs Web in SharePoint.

Prerequisites: your organisation has set up the primedocs app for SharePoint in the library. You need a Microsoft 365 account. Only templates released for creation in the browser are available.

Creating a document from SharePoint

1. Open the document library where the document should be stored.
2. Click primedocs in the toolbar. primedocs Web opens.
3. Choose a template, fill in the fields and create the document, see Creating a document.
4. The document is in the library and folder you started from.

If something does not work

You see	What helps
No primedocs button in the library	Ask the site owner to check the app deployment and configuration.
The document is not where expected	primedocs uses the library and folder from which creation was started. Check the starting folder. In case of an unexpected location, inform support.

How the SharePoint app is set up is described for administrators under SharePoint.