Sunday 9 February 2014

Preparing to use Tools for Word

This post describes the preparation steps necessary to use the Document Productivity Tools for Word.

Related Posts: Key Concepts describes some key concepts relating to macros and shortcut keys.

Step 1 – Switch on the Developer Tab

The developer tab looks is shown in the following screenshot.  If you can see it, go to Step 2. If it is not visible it needs to be switched on.

To switch on the Developer tab in Word 2007

To switch on the Developer tab in Word 2010/2013

If you cannot expose the Developer Tab, contact your administrator.

Step 2 – Change Macro Security

Word needs to be told to run macros. Open macro security and select "Disable all macros except digitally signed macros".  Close Word, and then reopen it to confirm that the setting has been updated.

The Document Productivity macros do not need to be digitally signed because the folder location where they will reside is a trusted location, which means that Word assumes that the macros in the template are safe to use.

If you cannot change the security setting, contact your administrator.

Step 3 - Locate the Word STARTUP Folder

Templates placed in the STARTUP folder will be automatically launched when Word starts.  When the Document Productivity Tools template is placed there, the tools will be available to all Word documents being edited.  

The location of the STARTUP (with your username inserted) is:
Win 7/8/8.1: C:\Users\yourusername\AppData\Roaming\Microsoft\Word\STARTUP

If you are using an earlier version of Word, then a quick internet search should find you the details you need.

Locate the STARTUP  folder and save it as a favourite, so that to access it quickly again each time a new release is made.  

If you have navigated to where it should be, and STARTUP is not there, open a Word document and it will be created.

The next post describes how to download and enable the latest Document Productivity Tools for Word.

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